Bragg Financial 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
Q1 | $4M | Sell |
5,652
-124
| -2% | -$85.9K | 0.13% | 144 |
|
|
2025
Q4 | $3.31M | Sell |
5,776
-224
| -4% | -$124K | 0.11% | 157 |
|
|
2025
Q3 | $2.86M | Buy |
6,000
+247
| +4% | +$105K | 0.09% | 163 |
|
|
2025
Q2 | $2.23M | Sell |
5,753
-234
| -4% | -$78K | 0.08% | 179 |
|
|
2025
Q1 | $1.97M | Sell |
5,987
-135
| -2% | -$48.1K | 0.08% | 172 |
|
|
2024
Q4 | $2.22M | Buy |
6,122
+289
| +5% | +$112K | 0.09% | 168 |
|
|
2024
Q3 | $2.28M | Sell |
5,833
-112
| -2% | -$38.7K | 0.09% | 169 |
|
|
2024
Q2 | $1.98M | Sell |
5,945
-77
| -1% | -$26.7K | 0.09% | 170 |
|
|
2024
Q1 | $2.21M | Sell |
6,022
-71
| -1% | -$22.7K | 0.1% | 161 |
|
|
2023
Q4 | $1.8M | Sell |
6,093
-366
| -6% | -$94.9K | 0.09% | 169 |
|
|
2023
Q3 | $1.76M | Sell |
6,459
-137
| -2% | -$37.2K | 0.09% | 168 |
|
|
2023
Q2 | $1.62M | Hold |
6,596
| – | – | 0.09% | 174 |
|
|
2023
Q1 | $1.51M | Sell |
6,596
-124
| -2% | -$30K | 0.09% | 172 |
|
|
2022
Q4 | $1.61M | Sell |
6,720
-218
| -3% | -$47.5K | 0.1% | 168 |
|
|
2022
Q3 | $1.14M | Sell |
6,938
-341
| -5% | -$62.3K | 0.08% | 178 |
|
|
2022
Q2 | $1.3M | Sell |
7,279
-132
| -2% | -$27.8K | 0.09% | 169 |
|
|
2022
Q1 | $1.65M | Sell |
7,411
-490
| -6% | -$103K | 0.1% | 165 |
|
|
2021
Q4 | $1.52M | Hold |
7,901
| – | – | 0.1% | 166 |
|
|
2021
Q3 | $1.52M | Buy |
7,901
+1,618
| +26% | +$337K | 0.1% | 166 |
|
|
2021
Q2 | $1.37M | Sell |
6,283
-106
| -2% | -$24.5K | 0.09% | 166 |
|
|
2021
Q1 | $1.48M | Sell |
6,389
-35
| -0.5% | -$7.25K | 0.1% | 160 |
|
|
2020
Q4 | $1.17M | Sell |
6,424
-30
| -0.5% | -$5.09K | 0.1% | 159 |
|
|
2020
Q3 | $963K | Buy |
6,454
+122
| +2% | +$17.1K | 0.1% | 157 |
|
|
2020
Q2 | $801K | Hold |
6,332
| – | – | 0.09% | 161 |
|
|
2020
Q1 | $735K | Hold |
6,332
| – | – | 0.1% | 158 |
|
|
2019
Q4 | $935K | Sell |
6,332
-381
| -6% | -$53.2K | 0.1% | 163 |
|
|
2019
Q3 | $848K | Sell |
6,713
-155
| -2% | -$19.7K | 0.1% | 163 |
|
|
2019
Q2 | $936K | Sell |
6,868
-65
| -0.9% | -$8.59K | 0.12% | 163 |
|
|
2019
Q1 | $939K | Sell |
6,933
-60
| -0.9% | -$7.97K | 0.12% | 161 |
|
|
2018
Q4 | $889K | Sell |
6,993
-100
| -1% | -$13K | 0.13% | 158 |
|
|
2018
Q3 | $1.08M | Sell |
7,093
-50
| -0.7% | -$7.07K | 0.15% | 155 |
|
|
2018
Q2 | $969K | Sell |
7,143
-75
| -1% | -$11.2K | 0.14% | 157 |
|
|
2018
Q1 | $1.06M | Sell |
7,218
-70
| -1% | -$11.1K | 0.16% | 158 |
|
|
2017
Q4 | $1.15M | Sell |
7,288
-355
| -5% | -$49.2K | 0.16% | 155 |
|
|
2017
Q3 | $953K | Sell |
7,643
-135
| -2% | -$15.5K | 0.15% | 162 |
|
|
2017
Q2 | $836K | Hold |
7,778
| – | – | 0.13% | 168 |
|
|
2017
Q1 | $721K | Sell |
7,778
-80
| -1% | -$7.57K | 0.12% | 179 |
|
|
2016
Q4 | $729K | Hold |
7,858
| – | – | 0.12% | 180 |
|
|
2016
Q3 | $698K | Sell |
7,858
-140
| -2% | -$11.5K | 0.12% | 178 |
|
|
2016
Q2 | $606K | Sell |
7,998
-221
| -3% | -$16.6K | 0.11% | 189 |
|
|
2016
Q1 | $629K | Sell |
8,219
-355
| -4% | -$23.8K | 0.12% | 180 |
|
|
2015
Q4 | $583K | Sell |
8,574
-153
| -2% | -$10.7K | 0.13% | 176 |
|
|
2015
Q3 | $570K | Sell |
8,727
-589
| -6% | -$45.1K | 0.14% | 168 |
|
|
2015
Q2 | $790K | Sell |
9,316
-56
| -0.6% | -$4.82K | 0.18% | 149 |
|
|
2015
Q1 | $750K | Sell |
9,372
-516
| -5% | -$42.9K | 0.17% | 154 |
|
|
2014
Q4 | $905K | Sell |
9,888
-429
| -4% | -$41.8K | 0.22% | 137 |
|
|
2014
Q3 | $1.02M | Sell |
10,317
-165
| -2% | -$17.5K | 0.26% | 125 |
|
|
2014
Q2 | $1.14M | Sell |
10,482
-465
| -4% | -$48.8K | 0.27% | 124 |
|
|
2014
Q1 | $1.09M | Sell |
10,947
-722
| -6% | -$68.1K | 0.27% | 129 |
|
|
2013
Q4 | $1.06M | Buy |
11,669
+470
| +4% | +$40.1K | 0.26% | 135 |
|
|
2013
Q3 | $934K | Sell |
11,199
-300
| -3% | -$25.4K | 0.24% | 138 |
|
|
2013
Q2 | $949K | Buy |
+11,499
| New | +$978K | 0.26% | 136 |
|
Other funds holding CAT
VCM
VPM
Bragg Financial Advisors's CAT Position: Q1 2026 in Review
Bragg Financial Advisors reduced its Caterpillar (CAT) stake by 2.1% in Q1 2026, selling an estimated $85.9K and leaving 5,652 shares worth $4M. The position accounts for 0.13% of the portfolio, ranked #144.
Bragg Financial Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Bragg Financial Advisors held 5,652 shares of Caterpillar worth $4M as of Q1 2026.
- Bragg Financial Advisors sold 124 Caterpillar shares in Q1 2026, an estimated $85.9K.
- Caterpillar made up 0.13% of Bragg Financial Advisors's portfolio in Q1 2026, its #144 holding.
- Bragg Financial Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.