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
Q3
– Sell
-1,426
Closed -$1.52M – 77
2026
Q2
$1.52M Hold
1,426
– – 0.31% 29
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

Blankinship & Foster's CAT Position: Q3 2026 in Review

Blankinship & Foster sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 1,426 shares — an estimated $1.52M sold.

Blankinship & Foster first reported a position in CAT in Q4 2017 and held it in 31 quarters. The position peaked at $1.52M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Blankinship & Foster reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Blankinship & Foster sold 1,426 Caterpillar shares in Q3 2026, an estimated $1.52M.
  • Blankinship & Foster first reported a position in Caterpillar in Q4 2017 and held it in 31 quarters.
  • Blankinship & Foster's Caterpillar position peaked at $1.52M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Blankinship & Foster's 13F filing for Q3 2026, filed 19 Oct 2026.