Ameritas Investment Partners’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 | $5.91M | Sell |
8,337
-534
| -6% | -$370K | 0.18% | 84 |
|
|
2025
Q4 | $5.08M | Sell |
8,871
-1,451
| -14% | -$806K | 0.15% | 105 |
|
|
2025
Q3 | $4.93M | Sell |
10,322
-928
| -8% | -$396K | 0.15% | 108 |
|
|
2025
Q2 | $4.37M | Sell |
11,250
-108
| -1% | -$36K | 0.14% | 119 |
|
|
2025
Q1 | $3.75M | Sell |
11,358
-558
| -5% | -$199K | 0.13% | 134 |
|
|
2024
Q4 | $4.32M | Sell |
11,916
-1,249
| -9% | -$484K | 0.14% | 108 |
|
|
2024
Q3 | $5.15M | Sell |
13,165
-138
| -1% | -$47.7K | 0.17% | 87 |
|
|
2024
Q2 | $4.43M | Sell |
13,303
-180
| -1% | -$62.4K | 0.15% | 106 |
|
|
2024
Q1 | $4.94M | Buy |
13,483
+404
| +3% | +$129K | 0.17% | 93 |
|
|
2023
Q4 | $3.87M | Sell |
13,079
-280
| -2% | -$72.6K | 0.14% | 117 |
|
|
2023
Q3 | $3.65M | Sell |
13,359
-260
| -2% | -$70.5K | 0.15% | 117 |
|
|
2023
Q2 | $3.35M | Buy |
13,619
+129
| +1% | +$28.8K | 0.13% | 147 |
|
|
2023
Q1 | $3.09M | Buy |
13,490
+219
| +2% | +$52.9K | 0.12% | 157 |
|
|
2022
Q4 | $3.26M | Buy |
13,271
+380
| +3% | +$82.7K | 0.13% | 147 |
|
|
2022
Q3 | $2.11M | Buy |
12,891
+317
| +3% | +$57.9K | 0.09% | 215 |
|
|
2022
Q2 | $2.25M | Sell |
12,574
-189
| -1% | -$39.8K | 0.1% | 209 |
|
|
2022
Q1 | $2.84M | Buy |
12,763
+942
| +8% | +$198K | 0.1% | 200 |
|
|
2021
Q4 | $2.44M | Sell |
11,821
-274
| -2% | -$55.2K | 0.08% | 265 |
|
|
2021
Q3 | $2.32M | Buy |
12,095
+84
| +0.7% | +$17.5K | 0.08% | 255 |
|
|
2021
Q2 | $2.61M | Sell |
12,011
-416
| -3% | -$96.1K | 0.09% | 229 |
|
|
2021
Q1 | $2.77M | Sell |
12,427
-355
| -3% | -$73.5K | 0.11% | 197 |
|
|
2020
Q4 | $2.33M | Sell |
12,782
-3,344
| -21% | -$567K | 0.11% | 223 |
|
|
2020
Q3 | $2.4M | Sell |
16,126
-1,832
| -10% | -$257K | 0.11% | 183 |
|
|
2020
Q2 | $2.27M | Sell |
17,958
-254
| -1% | -$30.1K | 0.11% | 178 |
|
|
2020
Q1 | $2.11M | Buy |
18,212
+276
| +2% | +$35.3K | 0.12% | 159 |
|
|
2019
Q4 | $2.65M | Buy |
17,936
+707
| +4% | +$98.7K | 0.12% | 166 |
|
|
2019
Q3 | $2.17M | Sell |
17,229
-572
| -3% | -$72.7K | 0.1% | 212 |
|
|
2019
Q2 | $2.42M | Sell |
17,801
-307
| -2% | -$40.6K | 0.11% | 188 |
|
|
2019
Q1 | $2.45M | Sell |
18,108
-320
| -2% | -$42.5K | 0.11% | 177 |
|
|
2018
Q4 | $2.34M | Sell |
18,428
-153
| -0.8% | -$19.9K | 0.13% | 157 |
|
|
2018
Q3 | $2.83M | Sell |
18,581
-309
| -2% | -$43.7K | 0.13% | 155 |
|
|
2018
Q2 | $2.56M | Sell |
18,890
-1,155
| -6% | -$173K | 0.12% | 168 |
|
|
2018
Q1 | $2.95M | Sell |
20,045
-3,498
| -15% | -$552K | 0.14% | 144 |
|
|
2017
Q4 | $3.45M | Sell |
23,543
-409
| -2% | -$56.7K | 0.16% | 124 |
|
|
2017
Q3 | $2.89M | Buy |
23,952
+656
| +3% | +$75.5K | 0.14% | 149 |
|
|
2017
Q2 | $2.5M | Sell |
23,296
-986
| -4% | -$100K | 0.12% | 181 |
|
|
2017
Q1 | $2.25M | Buy |
24,282
+1,630
| +7% | +$154K | 0.11% | 199 |
|
|
2016
Q4 | $2.1M | Sell |
22,652
-40
| -0.2% | -$3.63K | 0.11% | 225 |
|
|
2016
Q3 | $2.01M | Buy |
22,692
+9,224
| +68% | +$755K | 0.11% | 204 |
|
|
2016
Q2 | $1.02M | Buy |
13,468
+638
| +5% | +$47.8K | 0.07% | 295 |
|
|
2016
Q1 | $982K | Sell |
12,830
-130
| -1% | -$8.72K | 0.07% | 312 |
|
|
2015
Q4 | $880K | Buy |
12,960
+23
| +0.2% | +$1.61K | 0.06% | 335 |
|
|
2015
Q3 | $845K | Buy |
12,937
+500
| +4% | +$38.2K | 0.06% | 324 |
|
|
2015
Q2 | $1.05M | Hold |
12,437
| – | – | 0.07% | 286 |
|
|
2015
Q1 | $995K | Sell |
12,437
-1,166
| -9% | -$96.9K | 0.07% | 305 |
|
|
2014
Q4 | $1.25M | Sell |
13,603
-94
| -0.7% | -$9.15K | 0.09% | 236 |
|
|
2014
Q3 | $1.36M | Sell |
13,697
-686
| -5% | -$72.7K | 0.1% | 227 |
|
|
2014
Q2 | $1.56M | Buy |
14,383
+1,779
| +14% | +$187K | 0.11% | 208 |
|
|
2014
Q1 | $1.25M | Sell |
12,604
-16,136
| -56% | -$1.52M | 0.1% | 241 |
|
|
2013
Q4 | $2.61M | Sell |
28,740
-4,518
| -14% | -$386K | 0.21% | 108 |
|
|
2013
Q3 | $2.77M | Buy |
33,258
+13,416
| +68% | +$1.13M | 0.26% | 77 |
|
|
2013
Q2 | $1.64M | Buy |
+19,842
| New | +$1.69M | 0.45% | 89 |
|
Other funds holding CAT
VCM
VPM
Ameritas Investment Partners's CAT Position: Q1 2026 in Review
Ameritas Investment Partners reduced its Caterpillar (CAT) stake by 6% in Q1 2026, selling an estimated $370K and leaving 8,337 shares worth $5.91M. The position accounts for 0.18% of the portfolio, ranked #84.
Ameritas Investment Partners first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Ameritas Investment Partners held 8,337 shares of Caterpillar worth $5.91M as of Q1 2026.
- Ameritas Investment Partners sold 534 Caterpillar shares in Q1 2026, an estimated $370K.
- Caterpillar made up 0.18% of Ameritas Investment Partners's portfolio in Q1 2026, its #84 holding.
- Ameritas Investment Partners first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.