Blankinship & Foster’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 | $1.01M | Hold |
1,426
| – | – | 0.22% | 33 |
|
|
2025
Q4 | $817K | Hold |
1,426
| – | – | 0.18% | 36 |
|
|
2025
Q3 | $680K | Buy |
1,426
+15
| +1% | +$6.4K | 0.15% | 39 |
|
|
2025
Q2 | $548K | Hold |
1,411
| – | – | 0.13% | 40 |
|
|
2025
Q1 | $465K | Hold |
1,411
| – | – | 0.12% | 43 |
|
|
2024
Q4 | $512K | Hold |
1,411
| – | – | 0.13% | 40 |
|
|
2024
Q3 | $552K | Hold |
1,411
| – | – | 0.13% | 38 |
|
|
2024
Q2 | $470K | Hold |
1,411
| – | – | 0.12% | 43 |
|
|
2024
Q1 | $517K | Buy |
1,411
+34
| +2% | +$10.9K | 0.14% | 40 |
|
|
2023
Q4 | $407K | Hold |
1,377
| – | – | 0.12% | 43 |
|
|
2023
Q3 | $376K | Hold |
1,377
| – | – | 0.12% | 42 |
|
|
2023
Q2 | $339K | Hold |
1,377
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $315K | Hold |
1,377
| – | – | 0.14% | 46 |
|
|
2022
Q4 | $330K | Hold |
1,377
| – | – | 0.14% | 46 |
|
|
2022
Q3 | $226K | Hold |
1,377
| – | – | 0.11% | 51 |
|
|
2022
Q2 | $246K | Hold |
1,377
| – | – | 0.11% | 49 |
|
|
2022
Q1 | $307K | Hold |
1,377
| – | – | 0.12% | 45 |
|
|
2021
Q4 | $285K | Hold |
1,377
| – | – | 0.11% | 46 |
|
|
2021
Q3 | $264K | Hold |
1,377
| – | – | 0.11% | 48 |
|
|
2021
Q2 | $300K | Hold |
1,377
| – | – | 0.12% | 47 |
|
|
2021
Q1 | $319K | Hold |
1,377
| – | – | 0.13% | 44 |
|
|
2020
Q4 | $251K | Hold |
1,377
| – | – | 0.1% | 46 |
|
|
2020
Q3 | $205K | Buy |
+1,377
| New | +$193K | 0.1% | 46 |
|
|
2020
Q1 | – | Sell |
-1,477
| Closed | -$218K | – | 45 |
|
|
2019
Q4 | $218K | Buy |
+1,477
| New | +$206K | 0.12% | 43 |
|
|
2019
Q3 | – | Sell |
-1,477
| Closed | -$201K | – | 47 |
|
|
2019
Q2 | $201K | Hold |
1,477
| – | – | 0.12% | 45 |
|
|
2019
Q1 | $200K | Buy |
+1,477
| New | +$196K | 0.12% | 47 |
|
|
2018
Q4 | – | Sell |
-1,477
| Closed | -$225K | – | 44 |
|
|
2018
Q3 | $225K | Hold |
1,477
| – | – | 0.14% | 33 |
|
|
2018
Q2 | $200K | Hold |
1,477
| – | – | 0.13% | 36 |
|
|
2018
Q1 | $218K | Hold |
1,477
| – | – | 0.14% | 32 |
|
|
2017
Q4 | $233K | Buy |
+1,477
| New | +$205K | 0.15% | 31 |
|
Other funds holding CAT
VCM
VPM
Blankinship & Foster's CAT Position: Q1 2026 in Review
Blankinship & Foster held its Caterpillar (CAT) position steady in Q1 2026 at 1,426 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #33.
Blankinship & Foster first reported a position in CAT in Q4 2017 and has held it in 30 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Blankinship & Foster held 1,426 shares of Caterpillar worth $1.01M as of Q1 2026.
- Blankinship & Foster left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up 0.22% of Blankinship & Foster's portfolio in Q1 2026, its #33 holding.
- Blankinship & Foster first reported a position in Caterpillar in Q4 2017 and has held it in 30 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.