Acorn 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 | $4.62M | Buy |
4,335
+118
| +3% | +$104K | 1.12% | 19 |
|
|
2026
Q1 | $2.99M | Buy |
4,217
+18
| +0.4% | +$12.5K | 0.87% | 32 |
|
|
2025
Q4 | $2.41M | Sell |
4,199
-14
| -0.3% | -$7.78K | 0.72% | 36 |
|
|
2025
Q3 | $2.01M | Buy |
4,213
+36
| +0.9% | +$15.4K | 0.63% | 39 |
|
|
2025
Q2 | $1.62M | Buy |
4,177
+11
| +0.3% | +$3.67K | 0.6% | 42 |
|
|
2025
Q1 | $1.37M | Hold |
4,166
| – | – | 0.57% | 42 |
|
|
2024
Q4 | $1.51M | Buy |
4,166
+10
| +0.2% | +$3.88K | 0.62% | 39 |
|
|
2024
Q3 | $1.63M | Sell |
4,156
-119
| -3% | -$41.1K | 0.7% | 33 |
|
|
2024
Q2 | $1.42M | Buy |
4,275
+11
| +0.3% | +$3.81K | 0.7% | 34 |
|
|
2024
Q1 | $1.56M | Buy |
4,264
+301
| +8% | +$96.2K | 0.82% | 30 |
|
|
2023
Q4 | $1.17M | Sell |
3,963
-57
| -1% | -$14.8K | 0.69% | 33 |
|
|
2023
Q3 | $1.1M | Sell |
4,020
-44
| -1% | -$11.9K | 0.73% | 32 |
|
|
2023
Q2 | $1M | Buy |
4,064
+12
| +0.3% | +$2.68K | 0.68% | 37 |
|
|
2023
Q1 | $927K | Sell |
4,052
-335
| -8% | -$81K | 0.68% | 34 |
|
|
2022
Q4 | $1.05M | Buy |
4,387
+33
| +0.8% | +$7.18K | 0.81% | 28 |
|
|
2022
Q3 | $714K | Buy |
4,354
+2,014
| +86% | +$368K | 0.59% | 39 |
|
|
2022
Q2 | $418K | Buy |
2,340
+12
| +0.5% | +$2.53K | 0.33% | 78 |
|
|
2022
Q1 | $519K | Buy |
2,328
+8
| +0.3% | +$1.68K | 0.36% | 66 |
|
|
2021
Q4 | $480K | Buy |
2,320
+11
| +0.5% | +$2.21K | 0.3% | 80 |
|
|
2021
Q3 | $443K | Sell |
2,309
-53
| -2% | -$11K | 0.31% | 80 |
|
|
2021
Q2 | $514K | Buy |
2,362
+1
| +0% | +$231 | 0.36% | 68 |
|
|
2021
Q1 | $547K | Buy |
2,361
+1
| +0% | +$207 | 0.39% | 62 |
|
|
2020
Q4 | $429K | Buy |
2,360
+48
| +2% | +$8.14K | 0.34% | 68 |
|
|
2020
Q3 | $345K | Sell |
2,312
-76
| -3% | -$10.7K | 0.3% | 72 |
|
|
2020
Q2 | $302K | Buy |
2,388
+139
| +6% | +$16.5K | 0.28% | 74 |
|
|
2020
Q1 | $269K | Buy |
2,249
+188
| +9% | +$24K | 0.3% | 68 |
|
|
2019
Q4 | $301K | Buy |
2,061
+13
| +0.6% | +$1.81K | 0.25% | 86 |
|
|
2019
Q3 | $296K | Buy |
2,048
+72
| +4% | +$9.15K | 0.25% | 84 |
|
|
2019
Q2 | $238K | Buy |
1,976
+24
| +1% | +$3.17K | 0.22% | 102 |
|
|
2019
Q1 | $273K | Buy |
1,952
+11
| +0.6% | +$1.46K | 0.25% | 88 |
|
|
2018
Q4 | $254K | Buy |
1,941
+11
| +0.6% | +$1.43K | 0.26% | 84 |
|
|
2018
Q3 | $241K | Sell |
1,930
-2
| -0.1% | -$283 | 0.24% | 100 |
|
|
2018
Q2 | $263K | Buy |
1,932
+8
| +0.4% | +$1.2K | 0.22% | 90 |
|
|
2018
Q1 | $281K | Buy |
1,924
+111
| +6% | +$17.5K | 0.24% | 85 |
|
|
2017
Q4 | $296K | Buy |
+1,813
| New | +$251K | 0.27% | 73 |
|
Other funds holding CAT
Acorn Wealth Advisors's CAT Position: Q2 2026 in Review
Acorn Wealth Advisors increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $104K and bringing the position to 4,335 shares worth $4.62M. The position accounts for 1.12% of the portfolio, ranked #19.
Acorn Wealth Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Acorn Wealth Advisors held 4,335 shares of Caterpillar worth $4.62M as of Q2 2026.
- Acorn Wealth Advisors bought 118 Caterpillar shares in Q2 2026, an estimated $104K.
- Caterpillar made up 1.12% of Acorn Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- Acorn Wealth Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.