180 Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.57M | Buy |
4,293
+114
| +3% | +$100K | 0.46% | 55 |
|
|
2026
Q1 | $2.96M | Buy |
4,179
+1,463
| +54% | +$1.01M | 0.34% | 77 |
|
|
2025
Q4 | $1.56M | Buy |
2,716
+424
| +18% | +$236K | 0.18% | 122 |
|
|
2025
Q3 | $1.09M | Sell |
2,292
-15
| -0.7% | -$6.4K | 0.13% | 154 |
|
|
2025
Q2 | $896K | Sell |
2,307
-36
| -2% | -$12K | 0.12% | 155 |
|
|
2025
Q1 | $773K | Sell |
2,343
-1,465
| -38% | -$522K | 0.12% | 164 |
|
|
2024
Q4 | $1.38M | Buy |
3,808
+35
| +0.9% | +$13.6K | 0.22% | 105 |
|
|
2024
Q3 | $1.48M | Sell |
3,773
-94
| -2% | -$32.5K | 0.23% | 96 |
|
|
2024
Q2 | $1.28M | Buy |
3,867
+716
| +23% | +$248K | 0.21% | 107 |
|
|
2024
Q1 | $1.15M | Buy |
3,151
+883
| +39% | +$282K | 0.21% | 109 |
|
|
2023
Q4 | $664K | Sell |
2,268
-14
| -0.6% | -$3.63K | 0.13% | 160 |
|
|
2023
Q3 | $623K | Buy |
2,282
+60
| +3% | +$16.3K | 0.14% | 153 |
|
|
2023
Q2 | $549K | Sell |
2,222
-27
| -1% | -$6.02K | 0.12% | 182 |
|
|
2023
Q1 | $515K | Sell |
2,249
-31
| -1% | -$7.49K | 0.12% | 185 |
|
|
2022
Q4 | $598K | Sell |
2,280
-120
| -5% | -$26.1K | 0.14% | 155 |
|
|
2022
Q3 | $394K | Buy |
2,400
+30
| +1% | +$5.48K | 0.11% | 180 |
|
|
2022
Q2 | $423K | Sell |
2,370
-35
| -1% | -$7.38K | 0.11% | 176 |
|
|
2022
Q1 | $558K | Sell |
2,405
-11
| -0.5% | -$2.31K | 0.12% | 163 |
|
|
2021
Q4 | $517K | Buy |
2,416
+26
| +1% | +$5.24K | 0.12% | 169 |
|
|
2021
Q3 | $476K | Buy |
2,390
+167
| +8% | +$34.8K | 0.1% | 187 |
|
|
2021
Q2 | $476K | Buy |
2,223
+164
| +8% | +$37.9K | 0.11% | 184 |
|
|
2021
Q1 | $489K | Sell |
2,059
-48
| -2% | -$9.94K | 0.12% | 166 |
|
|
2020
Q4 | $409K | Buy |
2,107
+66
| +3% | +$11.2K | 0.12% | 175 |
|
|
2020
Q3 | $345K | Buy |
2,041
+17
| +0.8% | +$2.39K | 0.13% | 162 |
|
|
2020
Q2 | $277K | Sell |
2,024
-2,036
| -50% | -$241K | 0.11% | 188 |
|
|
2020
Q1 | $474K | Sell |
4,060
-90
| -2% | -$11.5K | 0.25% | 104 |
|
|
2019
Q4 | $604K | Buy |
4,150
+1,949
| +89% | +$272K | 0.24% | 111 |
|
|
2019
Q3 | $283K | Buy |
2,201
+63
| +3% | +$8K | 0.13% | 200 |
|
|
2019
Q2 | $271K | Hold |
2,138
| – | – | 0.12% | 196 |
|
|
2019
Q1 | $286K | Buy |
2,138
+461
| +27% | +$61.2K | 0.13% | 197 |
|
|
2018
Q4 | $256K | Hold |
1,677
| – | – | 0.12% | 202 |
|
|
2018
Q3 | $256K | Buy |
1,677
+26
| +2% | +$3.68K | 0.12% | 203 |
|
|
2018
Q2 | $224K | Sell |
1,651
-81
| -5% | -$12.1K | 0.11% | 211 |
|
|
2018
Q1 | $255K | Hold |
1,732
| – | – | 0.13% | 192 |
|
|
2017
Q4 | $273K | Buy |
+1,732
| New | +$240K | 0.14% | 182 |
|
Other funds holding CAT
ECSS
MG
SMDAM
180 Wealth Advisors's CAT Position: Q2 2026 in Review
180 Wealth Advisors increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $100K and bringing the position to 4,293 shares worth $4.57M. The position accounts for 0.46% of the portfolio, ranked #55.
180 Wealth Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- 180 Wealth Advisors held 4,293 shares of Caterpillar worth $4.57M as of Q2 2026.
- 180 Wealth Advisors bought 114 Caterpillar shares in Q2 2026, an estimated $100K.
- Caterpillar made up 0.46% of 180 Wealth Advisors's portfolio in Q2 2026, its #55 holding.
- 180 Wealth Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.