Ausdal Financial 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 | $48.2M | Sell |
68,020
-275
| -0.4% | -$190K | 2.14% | 3 |
|
|
2025
Q4 | $39.1M | Sell |
68,295
-2,823
| -4% | -$1.57M | 1.82% | 4 |
|
|
2025
Q3 | $33.9M | Buy |
71,118
+1,290
| +2% | +$551K | 1.65% | 6 |
|
|
2025
Q2 | $27.1M | Sell |
69,828
-823
| -1% | -$274K | 1.81% | 6 |
|
|
2025
Q1 | $23.3M | Buy |
70,651
+1,524
| +2% | +$543K | 1.76% | 7 |
|
|
2024
Q4 | $25.1M | Buy |
69,127
+227
| +0.3% | +$88K | 2.17% | 5 |
|
|
2024
Q3 | $26.9M | Buy |
68,900
+95
| +0.1% | +$32.8K | 2.8% | 3 |
|
|
2024
Q2 | $22.9M | Buy |
68,805
+153
| +0.2% | +$53.1K | 2.45% | 4 |
|
|
2024
Q1 | $25.2M | Sell |
68,652
-1,283
| -2% | -$410K | 2.92% | 3 |
|
|
2023
Q4 | $20.7M | Buy |
69,935
+1,170
| +2% | +$304K | 2.56% | 4 |
|
|
2023
Q3 | $18.8M | Buy |
68,765
+48
| +0.1% | +$13K | 2.59% | 4 |
|
|
2023
Q2 | $16.9M | Buy |
68,717
+695
| +1% | +$155K | 2.3% | 6 |
|
|
2023
Q1 | $15.6M | Sell |
68,022
-245
| -0.4% | -$59.2K | 2.14% | 5 |
|
|
2022
Q4 | $16.4M | Sell |
68,267
-731
| -1% | -$159K | 2.38% | 5 |
|
|
2022
Q3 | $11.3M | Sell |
68,998
-173
| -0.3% | -$31.6K | 1.79% | 6 |
|
|
2022
Q2 | $12.4M | Buy |
69,171
+4
| +0% | +$843 | 1.87% | 4 |
|
|
2022
Q1 | $15.4M | Buy |
69,167
+7,495
| +12% | +$1.57M | 2.09% | 4 |
|
|
2021
Q4 | $12.8M | Buy |
61,672
+20,471
| +50% | +$4.12M | 1.7% | 4 |
|
|
2021
Q3 | $7.91M | Sell |
41,201
-84
| -0.2% | -$17.5K | 1.18% | 13 |
|
|
2021
Q2 | $8.98M | Buy |
41,285
+2,105
| +5% | +$486K | 1.36% | 8 |
|
|
2021
Q1 | $9.09M | Buy |
39,180
+1,283
| +3% | +$266K | 1.53% | 6 |
|
|
2020
Q4 | $6.9M | Buy |
37,897
+1,301
| +4% | +$221K | 1.34% | 8 |
|
|
2020
Q3 | $5.46M | Buy |
36,596
+852
| +2% | +$120K | 1.32% | 15 |
|
|
2020
Q2 | $4.52M | Sell |
35,744
-24,222
| -40% | -$2.87M | 1.5% | 12 |
|
|
2020
Q1 | $6.87M | Sell |
59,966
-790
| -1% | -$101K | 2.43% | 4 |
|
|
2019
Q4 | $8.25M | Buy |
60,756
+1,946
| +3% | +$272K | 2.44% | 3 |
|
|
2019
Q3 | $7.43M | Buy |
58,810
+214
| +0.4% | +$27.2K | 2.63% | 2 |
|
|
2019
Q2 | $7.79M | Buy |
58,596
+1,601
| +3% | +$212K | 2.99% | 2 |
|
|
2019
Q1 | $7.72M | Buy |
56,995
+1,082
| +2% | +$144K | 3.14% | 2 |
|
|
2018
Q4 | $7.11M | Sell |
55,913
-4,916
| -8% | -$640K | 3.47% | 2 |
|
|
2018
Q3 | $9.28M | Buy |
60,829
+308
| +0.5% | +$43.6K | 2.61% | 2 |
|
|
2018
Q2 | $8.21M | Sell |
60,521
-775
| -1% | -$116K | 2.53% | 3 |
|
|
2018
Q1 | $9.03M | Buy |
61,296
+71
| +0.1% | +$11.2K | 3.14% | 2 |
|
|
2017
Q4 | $9.65M | Buy |
61,225
+69
| +0.1% | +$9.57K | 3.46% | 2 |
|
|
2017
Q3 | $7.63M | Buy |
61,156
+2,202
| +4% | +$254K | 3.03% | 2 |
|
|
2017
Q2 | $6.33M | Buy |
58,954
+262
| +0.4% | +$26.6K | 2.71% | 2 |
|
|
2017
Q1 | $5.44M | Sell |
58,692
-1,858
| -3% | -$176K | 2.45% | 3 |
|
|
2016
Q4 | $5.62M | Buy |
60,550
+12,797
| +27% | +$1.16M | 2.63% | 4 |
|
|
2016
Q3 | $4.24M | Buy |
47,753
+183
| +0.4% | +$15K | 2.14% | 6 |
|
|
2016
Q2 | $3.61M | Buy |
47,570
+3,246
| +7% | +$243K | 1.85% | 8 |
|
|
2016
Q1 | $3.39M | Buy |
44,324
+827
| +2% | +$55.5K | 1.93% | 8 |
|
|
2015
Q4 | $2.96M | Buy |
+43,497
| New | +$3.04M | 1.49% | 8 |
|
Other funds holding CAT
VCM
VPM
Ausdal Financial Partners's CAT Position: Q1 2026 in Review
Ausdal Financial Partners reduced its Caterpillar (CAT) stake by 0.4% in Q1 2026, selling an estimated $190K and leaving 68,020 shares worth $48.2M. The position accounts for 2.14% of the portfolio, ranked #3.
Ausdal Financial Partners first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Ausdal Financial Partners held 68,020 shares of Caterpillar worth $48.2M as of Q1 2026.
- Ausdal Financial Partners sold 275 Caterpillar shares in Q1 2026, an estimated $190K.
- Caterpillar made up 2.14% of Ausdal Financial Partners's portfolio in Q1 2026, its #3 holding.
- Ausdal Financial Partners first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.