BOK Financial Private Wealth’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 | $711K | Buy |
1,004
+527
| +110% | +$365K | 0.04% | 102 |
|
|
2025
Q4 | $273K | Sell |
477
-27
| -5% | -$15K | 0.02% | 164 |
|
|
2025
Q3 | $240K | Buy |
504
+27
| +6% | +$11.5K | 0.02% | 165 |
|
|
2025
Q2 | $185K | Hold |
477
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $157K | Sell |
477
-5
| -1% | -$1.78K | 0.01% | 187 |
|
|
2024
Q4 | $175K | Sell |
482
-740
| -61% | -$287K | 0.01% | 176 |
|
|
2024
Q3 | $478K | Buy |
1,222
+754
| +161% | +$260K | 0.03% | 132 |
|
|
2024
Q2 | $156K | Hold |
468
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $171K | Hold |
468
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $138K | Hold |
468
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $128K | Hold |
468
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $115K | Hold |
468
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $107K | Hold |
468
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $112K | Buy |
+468
| New | +$102K | 0.01% | 186 |
|
|
2022
Q2 | – | Sell |
-2,897
| Closed | -$645K | – | 381 |
|
|
2022
Q1 | $645K | Buy |
2,897
+329
| +13% | +$69K | 0.05% | 157 |
|
|
2021
Q4 | $531K | Buy |
2,568
+455
| +22% | +$91.6K | 0.04% | 163 |
|
|
2021
Q3 | $406K | Buy |
2,113
+340
| +19% | +$70.8K | 0.03% | 168 |
|
|
2021
Q2 | $386K | Buy |
1,773
+348
| +24% | +$80.4K | 0.03% | 153 |
|
|
2021
Q1 | $330K | Buy |
1,425
+178
| +14% | +$36.9K | 0.03% | 147 |
|
|
2020
Q4 | $227K | Buy |
+1,247
| New | +$211K | 0.02% | 167 |
|
|
2020
Q1 | – | Sell |
-2,443
| Closed | -$361K | – | 188 |
|
|
2019
Q4 | $361K | Buy |
2,443
+267
| +12% | +$37.3K | 0.03% | 140 |
|
|
2019
Q3 | $275K | Sell |
2,176
-167
| -7% | -$21.2K | 0.04% | 105 |
|
|
2019
Q2 | $319K | Buy |
2,343
+125
| +6% | +$16.5K | 0.05% | 87 |
|
|
2019
Q1 | $301K | Sell |
2,218
-40
| -2% | -$5.31K | 0.04% | 81 |
|
|
2018
Q4 | $287K | Buy |
2,258
+276
| +14% | +$35.9K | 0.04% | 87 |
|
|
2018
Q3 | $302K | Hold |
1,982
| – | – | 0.05% | 72 |
|
|
2018
Q2 | $269K | Hold |
1,982
| – | – | 0.04% | 81 |
|
|
2018
Q1 | $292K | Sell |
1,982
-100
| -5% | -$15.8K | 0.05% | 81 |
|
|
2017
Q4 | $328K | Buy |
2,082
+100
| +5% | +$13.9K | 0.05% | 79 |
|
|
2017
Q3 | $247K | Hold |
1,982
| – | – | 0.04% | 107 |
|
|
2017
Q2 | $213K | Buy |
+1,982
| New | +$201K | 0.03% | 129 |
|
|
2016
Q3 | – | Sell |
-2,723
| Closed | -$206K | – | 143 |
|
|
2016
Q2 | $206K | Buy |
+2,723
| New | +$204K | 0.03% | 129 |
|
Other funds holding CAT
VCM
VPM
BOK Financial Private Wealth's CAT Position: Q1 2026 in Review
BOK Financial Private Wealth increased its Caterpillar (CAT) stake by 110% in Q1 2026, buying an estimated $365K and bringing the position to 1,004 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #102.
BOK Financial Private Wealth first reported a position in CAT in Q2 2016 and has held it in 32 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- BOK Financial Private Wealth held 1,004 shares of Caterpillar worth $711K as of Q1 2026.
- BOK Financial Private Wealth bought 527 Caterpillar shares in Q1 2026, an estimated $365K.
- Caterpillar made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #102 holding.
- BOK Financial Private Wealth first reported a position in Caterpillar in Q2 2016 and has held it in 32 quarters since.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.