Bedel Financial Consulting’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03M | Sell |
1,904
-37
| -2% | -$32.5K | 0.19% | 63 |
|
|
2026
Q1 | $1.38M | Sell |
1,941
-17
| -0.9% | -$11.8K | 0.15% | 79 |
|
|
2025
Q4 | $1.12M | Buy |
1,958
+9
| +0.5% | +$5K | 0.12% | 94 |
|
|
2025
Q3 | $930K | Buy |
1,949
+26
| +1% | +$11.1K | 0.12% | 103 |
|
|
2025
Q2 | $747K | Sell |
1,923
-25
| -1% | -$8.33K | 0.1% | 112 |
|
|
2025
Q1 | $625K | Buy |
1,948
+48
| +3% | +$17.1K | 0.09% | 125 |
|
|
2024
Q4 | $682K | Buy |
1,900
+15
| +0.8% | +$5.82K | 0.09% | 120 |
|
|
2024
Q3 | $737K | Sell |
1,885
-32
| -2% | -$11.1K | 0.1% | 103 |
|
|
2024
Q2 | $639K | Buy |
1,917
+10
| +0.5% | +$3.47K | 0.09% | 116 |
|
|
2024
Q1 | $699K | Buy |
1,907
+89
| +5% | +$28.4K | 0.11% | 99 |
|
|
2023
Q4 | $537K | Sell |
1,818
-69
| -4% | -$17.9K | 0.1% | 122 |
|
|
2023
Q3 | $515K | Buy |
1,887
+69
| +4% | +$18.7K | 0.1% | 119 |
|
|
2023
Q2 | $447K | Buy |
1,818
+33
| +2% | +$7.36K | 0.09% | 129 |
|
|
2023
Q1 | $409K | Sell |
1,785
-56
| -3% | -$13.5K | 0.1% | 131 |
|
|
2022
Q4 | $441K | Sell |
1,841
-220
| -11% | -$47.9K | 0.11% | 121 |
|
|
2022
Q3 | $471K | Buy |
2,061
+511
| +33% | +$93.3K | 0.12% | 113 |
|
|
2022
Q2 | $277K | Buy |
1,550
+2
| +0.1% | +$421 | 0.08% | 153 |
|
|
2022
Q1 | $345K | Buy |
1,548
+80
| +5% | +$16.8K | 0.11% | 129 |
|
|
2021
Q4 | $303K | Buy |
1,468
+91
| +7% | +$18.3K | 0.09% | 145 |
|
|
2021
Q3 | $264K | Buy |
1,377
+11
| +0.8% | +$2.29K | 0.09% | 153 |
|
|
2021
Q2 | $297K | Buy |
1,366
+267
| +24% | +$61.7K | 0.1% | 142 |
|
|
2021
Q1 | $255K | Buy |
1,099
+20
| +2% | +$4.14K | 0.1% | 150 |
|
|
2020
Q4 | $196K | Sell |
1,079
-248
| -19% | -$42.1K | 0.09% | 152 |
|
|
2020
Q3 | $198K | Sell |
1,327
-18
| -1% | -$2.53K | 0.1% | 142 |
|
|
2020
Q2 | $170K | Sell |
1,345
-338
| -20% | -$40.1K | 0.09% | 144 |
|
|
2020
Q1 | $195K | Buy |
1,683
+249
| +17% | +$31.8K | 0.13% | 119 |
|
|
2019
Q4 | $212K | Buy |
1,434
+1
| +0.1% | +$140 | 0.12% | 137 |
|
|
2019
Q3 | $181K | Buy |
1,433
+32
| +2% | +$4.07K | 0.11% | 148 |
|
|
2019
Q2 | $191K | Buy |
1,401
+69
| +5% | +$9.12K | 0.12% | 142 |
|
|
2019
Q1 | $180K | Sell |
1,332
-9
| -0.7% | -$1.2K | 0.11% | 137 |
|
|
2018
Q4 | $170K | Buy |
1,341
+46
| +4% | +$5.99K | 0.12% | 134 |
|
|
2018
Q3 | $186K | Sell |
1,295
-70
| -5% | -$9.9K | 0.12% | 141 |
|
|
2018
Q2 | $185K | Sell |
1,365
-405
| -23% | -$60.5K | 0.14% | 143 |
|
|
2018
Q1 | $261K | Buy |
1,770
+495
| +39% | +$78.2K | 0.2% | 111 |
|
|
2017
Q4 | $201K | Buy |
+1,275
| New | +$177K | 0.18% | 127 |
|
Other funds holding CAT
ECSS
MG
SMDAM
Bedel Financial Consulting's CAT Position: Q2 2026 in Review
Bedel Financial Consulting reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $32.5K and leaving 1,904 shares worth $2.03M. The position accounts for 0.19% of the portfolio, ranked #63.
Bedel Financial Consulting first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Bedel Financial Consulting held 1,904 shares of Caterpillar worth $2.03M as of Q2 2026.
- Bedel Financial Consulting sold 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
- Caterpillar made up 0.19% of Bedel Financial Consulting's portfolio in Q2 2026, its #63 holding.
- Bedel Financial Consulting first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.