Advisory Alpha’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.28M | Buy |
6,044
+258
| +4% | +$179K | 0.12% | 85 |
|
|
2025
Q4 | $3.32M | Buy |
5,786
+315
| +6% | +$175K | 0.09% | 92 |
|
|
2025
Q3 | $2.69M | Buy |
5,471
+196
| +4% | +$83.7K | 0.07% | 97 |
|
|
2025
Q2 | $2.05M | Buy |
5,275
+223
| +4% | +$74.3K | 0.06% | 110 |
|
|
2025
Q1 | $1.67M | Buy |
5,052
+62
| +1% | +$22.1K | 0.06% | 124 |
|
|
2024
Q4 | $1.81M | Buy |
4,990
+163
| +3% | +$63.2K | 0.06% | 109 |
|
|
2024
Q3 | $1.89M | Buy |
4,827
+746
| +18% | +$258K | 0.07% | 107 |
|
|
2024
Q2 | $1.36M | Buy |
4,081
+595
| +17% | +$206K | 0.05% | 126 |
|
|
2024
Q1 | $1.28M | Sell |
3,486
-399
| -10% | -$128K | 0.05% | 139 |
|
|
2023
Q4 | $1.15M | Buy |
3,885
+70
| +2% | +$18.2K | 0.05% | 136 |
|
|
2023
Q3 | $1.04M | Sell |
3,815
-1,549
| -29% | -$420K | 0.05% | 132 |
|
|
2023
Q2 | $1.32M | Buy |
5,364
+1,234
| +30% | +$275K | 0.07% | 131 |
|
|
2023
Q1 | $945K | Buy |
4,130
+7
| +0.2% | +$1.69K | 0.06% | 122 |
|
|
2022
Q4 | $988K | Sell |
4,123
-45
| -1% | -$9.8K | 0.07% | 104 |
|
|
2022
Q3 | $684K | Buy |
4,168
+762
| +22% | +$139K | 0.05% | 132 |
|
|
2022
Q2 | $609K | Sell |
3,406
-33
| -1% | -$6.95K | 0.05% | 133 |
|
|
2022
Q1 | $766K | Buy |
3,439
+124
| +4% | +$26K | 0.05% | 135 |
|
|
2021
Q4 | $685K | Buy |
3,315
+1,525
| +85% | +$307K | 0.04% | 152 |
|
|
2021
Q3 | $344K | Sell |
1,790
-42
| -2% | -$8.75K | 0.02% | 190 |
|
|
2021
Q2 | $399K | Hold |
1,832
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $425K | Sell |
1,832
-69
| -4% | -$14.3K | 0.04% | 110 |
|
|
2020
Q4 | $346K | Sell |
1,901
-13
| -0.7% | -$2.21K | 0.07% | 68 |
|
|
2020
Q3 | $296K | Buy |
1,914
+111
| +6% | +$15.6K | 0.06% | 71 |
|
|
2020
Q2 | $257K | Buy |
1,803
+388
| +27% | +$46K | 0.06% | 92 |
|
|
2020
Q1 | $160K | Buy |
1,415
+78
| +6% | +$9.96K | 0.04% | 110 |
|
|
2019
Q4 | $196K | Sell |
1,337
-247
| -16% | -$34.5K | 0.05% | 136 |
|
|
2019
Q3 | $189K | Sell |
1,584
-486
| -23% | -$61.7K | 0.06% | 120 |
|
|
2019
Q2 | $282K | Buy |
2,070
+163
| +9% | +$21.5K | 0.09% | 89 |
|
|
2019
Q1 | $250K | Buy |
1,907
+129
| +7% | +$17.1K | 0.09% | 92 |
|
|
2018
Q4 | $229K | Buy |
+1,778
| New | +$231K | 0.11% | 77 |
|
Other funds holding CAT
VCM
VPM
Advisory Alpha's CAT Position: Q1 2026 in Review
Advisory Alpha increased its Caterpillar (CAT) stake by 4.5% in Q1 2026, buying an estimated $179K and bringing the position to 6,044 shares worth $4.28M. The position accounts for 0.12% of the portfolio, ranked #85.
Advisory Alpha first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Advisory Alpha held 6,044 shares of Caterpillar worth $4.28M as of Q1 2026.
- Advisory Alpha bought 258 Caterpillar shares in Q1 2026, an estimated $179K.
- Caterpillar made up 0.12% of Advisory Alpha's portfolio in Q1 2026, its #85 holding.
- Advisory Alpha first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.