BlueSky Wealth Advisors’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 | $1.73M | Sell |
1,629
-33
| -2% | -$29K | 0.2% | 49 |
|
|
2026
Q1 | $1.18M | Buy |
1,662
+58
| +4% | +$40.2K | 0.15% | 53 |
|
|
2025
Q4 | $919K | Sell |
1,604
-218
| -12% | -$121K | 0.12% | 45 |
|
|
2025
Q3 | $869K | Sell |
1,822
-68
| -4% | -$29K | 0.12% | 46 |
|
|
2025
Q2 | $734K | Sell |
1,890
-52
| -3% | -$17.3K | 0.11% | 49 |
|
|
2025
Q1 | $640K | Hold |
1,942
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $704K | Hold |
1,942
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $760K | Sell |
1,942
-852
| -30% | -$294K | 0.12% | 47 |
|
|
2024
Q2 | $931K | Buy |
2,794
+288
| +11% | +$99.9K | 0.16% | 43 |
|
|
2024
Q1 | $918K | Buy |
2,506
+91
| +4% | +$29.1K | 0.72% | 19 |
|
|
2023
Q4 | $714K | Sell |
2,415
-134
| -5% | -$34.8K | 0.13% | 43 |
|
|
2023
Q3 | $696K | Hold |
2,549
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $627K | Buy |
2,549
+477
| +23% | +$106K | 0.13% | 43 |
|
|
2023
Q1 | $474K | Sell |
2,072
-8
| -0.4% | -$1.93K | 0.1% | 48 |
|
|
2022
Q4 | $498K | Sell |
2,080
-426
| -17% | -$92.7K | 0.11% | 45 |
|
|
2022
Q3 | $411K | Buy |
2,506
+516
| +26% | +$94.3K | 0.1% | 47 |
|
|
2022
Q2 | $356K | Hold |
1,990
| – | – | 0.08% | 53 |
|
|
2022
Q1 | $443K | Buy |
1,990
+70
| +4% | +$14.7K | 0.09% | 51 |
|
|
2021
Q4 | $397K | Hold |
1,920
| – | – | 0.07% | 51 |
|
|
2021
Q3 | $369K | Hold |
1,920
| – | – | 0.07% | 49 |
|
|
2021
Q2 | $417K | Buy |
1,920
+120
| +7% | +$27.7K | 0.08% | 46 |
|
|
2021
Q1 | $416K | Hold |
1,800
| – | – | 0.09% | 43 |
|
|
2020
Q4 | $328K | Hold |
1,800
| – | – | 0.08% | 40 |
|
|
2020
Q3 | $292K | Hold |
1,800
| – | – | 0.08% | 41 |
|
|
2020
Q2 | $228K | Sell |
1,800
-10
| -0.6% | -$1.19K | 0.07% | 47 |
|
|
2020
Q1 | $210K | Buy |
1,810
+10
| +0.6% | +$1.28K | 0.08% | 48 |
|
|
2019
Q4 | $265K | Hold |
1,800
| – | – | 0.09% | 56 |
|
|
2019
Q3 | $215K | Hold |
1,800
| – | – | 0.07% | 60 |
|
|
2019
Q2 | $245K | Hold |
1,800
| – | – | 0.09% | 58 |
|
|
2019
Q1 | $245K | Hold |
1,800
| – | – | 0.09% | 55 |
|
|
2018
Q4 | $237K | Buy |
+1,800
| New | +$234K | 0.09% | 54 |
|
Other funds holding CAT
BlueSky Wealth Advisors's CAT Position: Q2 2026 in Review
BlueSky Wealth Advisors reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $29K and leaving 1,629 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #49.
BlueSky Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- BlueSky Wealth Advisors held 1,629 shares of Caterpillar worth $1.73M as of Q2 2026.
- BlueSky Wealth Advisors sold 33 Caterpillar shares in Q2 2026, an estimated $29K.
- Caterpillar made up 0.2% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #49 holding.
- BlueSky Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.