Ancora 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
Q1 | $2.7M | Buy |
3,805
+132
| +4% | +$91.4K | 0.06% | 252 |
|
|
2025
Q4 | $2.1M | Buy |
3,673
+823
| +29% | +$457K | 0.04% | 296 |
|
|
2025
Q3 | $1.36M | Sell |
2,850
-9
| -0.3% | -$3.84K | 0.03% | 361 |
|
|
2025
Q2 | $1.11M | Sell |
2,859
-104
| -4% | -$34.7K | 0.02% | 382 |
|
|
2025
Q1 | $977K | Buy |
2,963
+1
| +0% | +$356 | 0.02% | 398 |
|
|
2024
Q4 | $1.07M | Buy |
2,962
+19
| +0.6% | +$7.37K | 0.02% | 379 |
|
|
2024
Q3 | $1.15M | Buy |
2,943
+283
| +11% | +$97.7K | 0.03% | 355 |
|
|
2024
Q2 | $886K | Hold |
2,660
| – | – | 0.02% | 398 |
|
|
2024
Q1 | $975K | Hold |
2,660
| – | – | 0.02% | 388 |
|
|
2023
Q4 | $787K | Hold |
2,660
| – | – | 0.02% | 415 |
|
|
2023
Q3 | $726K | Hold |
2,660
| – | – | 0.02% | 411 |
|
|
2023
Q2 | $655K | Buy |
2,660
+10
| +0.4% | +$2.23K | 0.02% | 416 |
|
|
2023
Q1 | $606K | Sell |
2,650
-103
| -4% | -$24.9K | 0.02% | 431 |
|
|
2022
Q4 | $660K | Sell |
2,753
-1,122
| -29% | -$244K | 0.02% | 427 |
|
|
2022
Q3 | $636K | Buy |
3,875
+91
| +2% | +$16.6K | 0.02% | 454 |
|
|
2022
Q2 | $677K | Buy |
3,784
+50
| +1% | +$10.5K | 0.02% | 456 |
|
|
2022
Q1 | $832K | Sell |
3,734
-80
| -2% | -$16.8K | 0.02% | 428 |
|
|
2021
Q4 | $789K | Buy |
3,814
+314
| +9% | +$63.2K | 0.02% | 434 |
|
|
2021
Q3 | $672K | Buy |
3,500
+985
| +39% | +$205K | 0.02% | 474 |
|
|
2021
Q2 | $547K | Hold |
2,515
| – | – | 0.01% | 519 |
|
|
2021
Q1 | $583K | Buy |
2,515
+77
| +3% | +$15.9K | 0.02% | 486 |
|
|
2020
Q4 | $444K | Buy |
2,438
+600
| +33% | +$102K | 0.01% | 489 |
|
|
2020
Q3 | $274K | Buy |
1,838
+200
| +12% | +$28.1K | 0.01% | 555 |
|
|
2020
Q2 | $207K | Sell |
1,638
-100
| -6% | -$11.9K | 0.01% | 582 |
|
|
2020
Q1 | $202K | Sell |
1,738
-540
| -24% | -$69K | 0.01% | 649 |
|
|
2019
Q4 | $336K | Buy |
2,278
+222
| +11% | +$31K | 0.01% | 563 |
|
|
2019
Q3 | $260K | Buy |
+2,056
| New | +$261K | 0.01% | 558 |
|
|
2019
Q2 | – | Sell |
-2,995
| Closed | -$406K | – | 588 |
|
|
2019
Q1 | $406K | Hold |
2,995
| – | – | 0.02% | 457 |
|
|
2018
Q4 | $380K | Sell |
2,995
-200
| -6% | -$26K | 0.02% | 462 |
|
|
2018
Q3 | $487K | Buy |
3,195
+3
| +0.1% | +$424 | 0.02% | 490 |
|
|
2018
Q2 | $433K | Hold |
3,192
| – | – | 0.02% | 510 |
|
|
2018
Q1 | $471K | Sell |
3,192
-492
| -13% | -$77.7K | 0.02% | 480 |
|
|
2017
Q4 | $581K | Buy |
3,684
+500
| +16% | +$69.4K | 0.03% | 401 |
|
|
2017
Q3 | $397K | Buy |
3,184
+448
| +16% | +$51.6K | 0.02% | 496 |
|
|
2017
Q2 | $294K | Hold |
2,736
| – | – | 0.02% | 518 |
|
|
2017
Q1 | $254K | Sell |
2,736
-50
| -2% | -$4.73K | 0.02% | 546 |
|
|
2016
Q4 | $258K | Buy |
+2,786
| New | +$252K | 0.02% | 516 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$229K | – | 501 |
|
|
2014
Q4 | $229K | Buy |
+2,500
| New | +$243K | 0.03% | 430 |
|
|
2013
Q3 | – | Sell |
-5,467
| Closed | -$451K | – | 407 |
|
|
2013
Q2 | $451K | Buy |
+5,467
| New | +$465K | 0.08% | 259 |
|
Other funds holding CAT
VCM
VPM
Ancora Advisors's CAT Position: Q1 2026 in Review
Ancora Advisors increased its Caterpillar (CAT) stake by 3.6% in Q1 2026, buying an estimated $91.4K and bringing the position to 3,805 shares worth $2.7M. The position accounts for 0.06% of the portfolio, ranked #252.
Ancora Advisors first reported a position in CAT in Q2 2013 and has held it in 39 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Ancora Advisors held 3,805 shares of Caterpillar worth $2.7M as of Q1 2026.
- Ancora Advisors bought 132 Caterpillar shares in Q1 2026, an estimated $91.4K.
- Caterpillar made up 0.06% of Ancora Advisors's portfolio in Q1 2026, its #252 holding.
- Ancora Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 39 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.