AFT Forsyth & Company’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 | $1.29M | Hold |
1,815
| – | – | 0.61% | 41 |
|
|
2025
Q4 | $951K | Hold |
1,815
| – | – | 0.41% | 53 |
|
|
2025
Q3 | $866K | Hold |
1,815
| – | – | 0.41% | 49 |
|
|
2025
Q2 | $705K | Hold |
1,815
| – | – | 0.36% | 56 |
|
|
2025
Q1 | $599K | Hold |
1,815
| – | – | 0.32% | 70 |
|
|
2024
Q4 | $658K | Hold |
1,815
| – | – | 0.32% | 68 |
|
|
2024
Q3 | $710K | Hold |
1,815
| – | – | 0.35% | 65 |
|
|
2024
Q2 | $605K | Hold |
1,815
| – | – | 0.3% | 75 |
|
|
2024
Q1 | $665K | Sell |
1,815
-110
| -6% | -$35.2K | 0.38% | 64 |
|
|
2023
Q4 | $569K | Sell |
1,925
-35
| -2% | -$9.08K | 0.36% | 73 |
|
|
2023
Q3 | $535K | Hold |
1,960
| – | – | 0.39% | 69 |
|
|
2023
Q2 | $482K | Hold |
1,960
| – | – | 0.34% | 77 |
|
|
2023
Q1 | $449K | Hold |
1,960
| – | – | 0.35% | 82 |
|
|
2022
Q4 | $470K | Hold |
1,960
| – | – | 0.4% | 76 |
|
|
2022
Q3 | $322K | Hold |
1,960
| – | – | 0.29% | 103 |
|
|
2022
Q2 | $350K | Buy |
1,960
+110
| +6% | +$23.2K | 0.28% | 100 |
|
|
2022
Q1 | $412K | Hold |
1,850
| – | – | 0.26% | 102 |
|
|
2021
Q4 | $382K | Hold |
1,850
| – | – | 0.2% | 116 |
|
|
2021
Q3 | $355K | Hold |
1,850
| – | – | 0.19% | 121 |
|
|
2021
Q2 | $403K | Hold |
1,850
| – | – | 0.22% | 122 |
|
|
2021
Q1 | $429K | Hold |
1,850
| – | – | 0.26% | 114 |
|
|
2020
Q4 | $337K | Hold |
1,850
| – | – | 0.21% | 122 |
|
|
2020
Q3 | $276K | Hold |
1,850
| – | – | 0.21% | 114 |
|
|
2020
Q2 | $234K | Hold |
1,850
| – | – | 0.2% | 113 |
|
|
2020
Q1 | $215K | Sell |
1,850
-352
| -16% | -$45K | 0.22% | 116 |
|
|
2019
Q4 | $325K | Hold |
2,202
| – | – | 0.25% | 110 |
|
|
2019
Q3 | $278K | Hold |
2,202
| – | – | 0.23% | 116 |
|
|
2019
Q2 | $300K | Hold |
2,202
| – | – | 0.25% | 113 |
|
|
2019
Q1 | $298K | Hold |
2,202
| – | – | 0.26% | 110 |
|
|
2018
Q4 | $280K | Sell |
2,202
-148
| -6% | -$19.3K | 0.28% | 109 |
|
|
2018
Q3 | $358K | Hold |
2,350
| – | – | 0.3% | 107 |
|
|
2018
Q2 | $319K | Hold |
2,350
| – | – | 0.28% | 111 |
|
|
2018
Q1 | $346K | Hold |
2,350
| – | – | 0.32% | 102 |
|
|
2017
Q4 | $370K | Buy |
+2,350
| New | +$326K | 0.36% | 95 |
|
|
2013
Q3 | $684K | Hold |
8,200
| – | – | 0.89% | 34 |
|
|
2013
Q2 | $676K | Buy |
+8,200
| New | +$697K | 0.97% | 31 |
|
Other funds holding CAT
VCM
VPM
AFT Forsyth & Company's CAT Position: Q1 2026 in Review
AFT Forsyth & Company held its Caterpillar (CAT) position steady in Q1 2026 at 1,815 shares worth $1.29M. The position accounts for 0.61% of the portfolio, ranked #41.
AFT Forsyth & Company first reported a position in CAT in Q2 2013 and has held it in 36 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- AFT Forsyth & Company held 1,815 shares of Caterpillar worth $1.29M as of Q1 2026.
- AFT Forsyth & Company left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up 0.61% of AFT Forsyth & Company's portfolio in Q1 2026, its #41 holding.
- AFT Forsyth & Company first reported a position in Caterpillar in Q2 2013 and has held it in 36 quarters since.
- 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.