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Archer Investment Corporation’s Caterpillar CAT Stock Holding History

Archer Investment Corporation’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$595K Sell
840
-352
-30% -$244K 0.13% 141
2025
Q4 		$683K Sell
1,192
-113
-9% -$62.8K 0.15% 121
2025
Q3 		$623K Sell
1,305
-1,008
-44% -$430K 0.14% 123
2025
Q2 		$898K Buy
2,313
+7
+0.3% +$2.33K 0.21% 93
2025
Q1 		$760K Buy
2,306
+1
+0% +$356 0.2% 99
2024
Q4 		$836K Hold
2,305
– – 0.22% 86
2024
Q3 		$901K Sell
2,305
-870
-27% -$300K 0.24% 85
2024
Q2 		$1.06M Buy
3,175
+320
+11% +$111K 0.31% 68
2024
Q1 		$1.05M Sell
2,855
-146
-5% -$46.7K 0.31% 67
2023
Q4 		$887K Sell
3,001
-93
-3% -$24.1K 0.29% 78
2023
Q3 		$845K Buy
3,094
+18
+0.6% +$4.88K 0.3% 77
2023
Q2 		$757K Buy
3,076
+21
+0.7% +$4.68K 0.27% 82
2023
Q1 		$729K Hold
3,055
– – 0.27% 85
2022
Q4 		$732K Sell
3,055
-214
-7% -$46.6K 0.28% 86
2022
Q3 		$536K Hold
3,269
– – 0.23% 108
2022
Q2 		$584K Buy
3,269
+101
+3% +$21.3K 0.24% 105
2022
Q1 		$701K Hold
3,168
– – 0.25% 98
2021
Q4 		$655K Buy
3,168
+216
+7% +$43.5K 0.22% 106
2021
Q3 		$567K Hold
2,952
– – 0.21% 116
2021
Q2 		$642K Sell
2,952
-20
-0.7% -$4.62K 0.25% 85
2021
Q1 		$689K Sell
2,972
-125
-4% -$25.9K 0.28% 78
2020
Q4 		$564K Hold
3,097
– – 0.27% 96
2020
Q3 		$462K Buy
3,097
+2,425
+361% +$341K 0.24% 98
2020
Q2 		$85K Buy
672
+150
+29% +$17.8K 0.05% 211
2020
Q1 		$61K Buy
522
+47
+10% +$6K 0.04% 225
2019
Q4 		$70K Hold
475
– – 0.04% 236
2019
Q3 		$60K Sell
475
-2,600
-85% -$330K 0.04% 224
2019
Q2 		$419K Buy
3,075
+200
+7% +$26.4K 0.27% 88
2019
Q1 		$390K Buy
2,875
+2,400
+505% +$319K 0.26% 94
2018
Q4 		$60K Buy
+475
New +$61.8K 0.05% 211

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archer Investment Corporation's CAT Position: Q1 2026 in Review

Archer Investment Corporation reduced its Caterpillar (CAT) stake by 30% in Q1 2026, selling an estimated $244K and leaving 840 shares worth $595K. The position accounts for 0.13% of the portfolio, ranked #141.

Archer Investment Corporation first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.06M in Q2 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Archer Investment Corporation held 840 shares of Caterpillar worth $595K as of Q1 2026.
  • Archer Investment Corporation sold 352 Caterpillar shares in Q1 2026, an estimated $244K.
  • Caterpillar made up 0.13% of Archer Investment Corporation's portfolio in Q1 2026, its #141 holding.
  • Archer Investment Corporation first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Archer Investment Corporation's Caterpillar position peaked at $1.06M in Q2 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.