Bender Robert & Associates’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 | $655K | Sell |
924
-25
| -3% | -$17.3K | 0.16% | 29 |
|
|
2025
Q4 | $544K | Sell |
949
-75
| -7% | -$41.7K | 0.11% | 30 |
|
|
2025
Q3 | $489K | Hold |
1,024
| – | – | 0.11% | 34 |
|
|
2025
Q2 | $398K | Sell |
1,024
-40
| -4% | -$13.3K | 0.09% | 34 |
|
|
2025
Q1 | $351K | Sell |
1,064
-20
| -2% | -$7.12K | 0.09% | 34 |
|
|
2024
Q4 | $393K | Sell |
1,084
-5
| -0.5% | -$1.94K | 0.1% | 35 |
|
|
2024
Q3 | $426K | Buy |
+1,089
| New | +$376K | 0.09% | 34 |
|
|
2024
Q2 | – | Sell |
-1,339
| Closed | -$464K | – | 52 |
|
|
2024
Q1 | $491K | Sell |
1,339
-75
| -5% | -$24K | 0.12% | 38 |
|
|
2023
Q4 | $418K | Sell |
1,414
-8
| -0.6% | -$2.08K | 0.11% | 39 |
|
|
2023
Q3 | $388K | Hold |
1,422
| – | – | 0.11% | 40 |
|
|
2023
Q2 | $350K | Sell |
1,422
-195
| -12% | -$43.5K | 0.1% | 41 |
|
|
2023
Q1 | $370K | Hold |
1,617
| – | – | 0.11% | 43 |
|
|
2022
Q4 | $387K | Hold |
1,617
| – | – | 0.14% | 42 |
|
|
2022
Q3 | $265K | Hold |
1,617
| – | – | 0.1% | 45 |
|
|
2022
Q2 | $289K | Sell |
1,617
-55
| -3% | -$11.6K | 0.11% | 45 |
|
|
2022
Q1 | $373K | Sell |
1,672
-25
| -1% | -$5.24K | 0.11% | 42 |
|
|
2021
Q4 | $326K | Hold |
1,697
| – | – | 0.09% | 43 |
|
|
2021
Q3 | $326K | Hold |
1,697
| – | – | 0.09% | 45 |
|
|
2021
Q2 | $369K | Hold |
1,697
| – | – | 0.1% | 45 |
|
|
2021
Q1 | $393K | Hold |
1,697
| – | – | 0.13% | 44 |
|
|
2020
Q4 | $309K | Hold |
1,697
| – | – | 0.1% | 44 |
|
|
2020
Q3 | $253K | Sell |
1,697
-30
| -2% | -$4.21K | 0.09% | 44 |
|
|
2020
Q2 | $218K | Sell |
1,727
-112
| -6% | -$13.3K | 0.09% | 43 |
|
|
2020
Q1 | $213K | Hold |
1,839
| – | – | 0.11% | 45 |
|
|
2019
Q4 | $272K | Sell |
1,839
-135
| -7% | -$18.8K | 0.12% | 44 |
|
|
2019
Q3 | $249K | Hold |
1,974
| – | – | 0.12% | 46 |
|
|
2019
Q2 | $262K | Hold |
1,974
| – | – | 0.12% | 44 |
|
|
2019
Q1 | $267K | Buy |
1,974
+25
| +1% | +$3.32K | 0.13% | 44 |
|
|
2018
Q4 | $248K | Hold |
1,949
| – | – | 0.14% | 44 |
|
|
2018
Q3 | $297K | Hold |
1,949
| – | – | 0.14% | 43 |
|
|
2018
Q2 | $264K | Buy |
1,949
+20
| +1% | +$2.99K | 0.14% | 45 |
|
|
2018
Q1 | $284K | Buy |
1,929
+515
| +36% | +$81.3K | 0.16% | 44 |
|
|
2017
Q4 | $223K | Buy |
+1,414
| New | +$196K | 0.12% | 47 |
|
|
2015
Q3 | – | Sell |
-2,382
| Closed | -$202K | – | 50 |
|
|
2015
Q2 | $202K | Buy |
+2,382
| New | +$205K | 0.12% | 54 |
|
|
2015
Q1 | – | Sell |
-2,407
| Closed | -$220K | – | 58 |
|
|
2014
Q4 | $220K | Buy |
2,407
+205
| +9% | +$20K | 0.14% | 53 |
|
|
2014
Q3 | $218K | Sell |
2,202
-22
| -1% | -$2.33K | 0.15% | 55 |
|
|
2014
Q2 | $242K | Buy |
2,224
+20
| +0.9% | +$2.1K | 0.17% | 54 |
|
|
2014
Q1 | $219 | Buy |
+2,204
| New | +$208K | 0.15% | 56 |
|
Other funds holding CAT
VCM
VPM
Bender Robert & Associates's CAT Position: Q1 2026 in Review
Bender Robert & Associates reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $17.3K and leaving 924 shares worth $655K. The position accounts for 0.16% of the portfolio, ranked #29.
Bender Robert & Associates first reported a position in CAT in Q1 2014 and has held it in 38 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Bender Robert & Associates held 924 shares of Caterpillar worth $655K as of Q1 2026.
- Bender Robert & Associates sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
- Caterpillar made up 0.16% of Bender Robert & Associates's portfolio in Q1 2026, its #29 holding.
- Bender Robert & Associates first reported a position in Caterpillar in Q1 2014 and has held it in 38 quarters since.
- 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.