Cambridge Investment Research 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 | $227M | Buy |
212,747
+2,125
| +1% | +$1.87M | 0.52% | 24 |
|
|
2026
Q1 | $149M | Sell |
210,622
-3,301
| -2% | -$2.29M | 0.38% | 38 |
|
|
2025
Q4 | $123M | Buy |
213,923
+5,940
| +3% | +$3.3M | 0.32% | 46 |
|
|
2025
Q3 | $99.2M | Buy |
207,983
+9,424
| +5% | +$4.02M | 0.27% | 58 |
|
|
2025
Q2 | $77.1M | Buy |
198,559
+14,407
| +8% | +$4.8M | 0.23% | 74 |
|
|
2025
Q1 | $60.7M | Sell |
184,152
-1,568
| -0.8% | -$559K | 0.2% | 91 |
|
|
2024
Q4 | $67.4M | Sell |
185,720
-3,702
| -2% | -$1.44M | 0.23% | 76 |
|
|
2024
Q3 | $74.1M | Buy |
189,422
+1,078
| +0.6% | +$372K | 0.25% | 67 |
|
|
2024
Q2 | $62.7M | Sell |
188,344
-457
| -0.2% | -$158K | 0.23% | 79 |
|
|
2024
Q1 | $69.2M | Buy |
188,801
+39,789
| +27% | +$12.7M | 0.27% | 65 |
|
|
2023
Q4 | $44.1M | Sell |
149,012
-32,371
| -18% | -$8.4M | 0.19% | 95 |
|
|
2023
Q3 | $49.5M | Sell |
181,383
-1,199
| -0.7% | -$325K | 0.23% | 80 |
|
|
2023
Q2 | $44.9M | Buy |
182,582
+4,080
| +2% | +$910K | 0.2% | 90 |
|
|
2023
Q1 | $40.8M | Sell |
178,502
-7,995
| -4% | -$1.93M | 0.2% | 98 |
|
|
2022
Q4 | $44.7M | Sell |
186,497
-12,400
| -6% | -$2.7M | 0.23% | 86 |
|
|
2022
Q3 | $32.6M | Sell |
198,897
-1,937
| -1% | -$354K | 0.18% | 100 |
|
|
2022
Q2 | $35.9M | Sell |
200,834
-6,944
| -3% | -$1.46M | 0.19% | 99 |
|
|
2022
Q1 | $46.3M | Buy |
207,778
+22,443
| +12% | +$4.71M | 0.21% | 86 |
|
|
2021
Q4 | $38.3M | Buy |
185,335
+19,693
| +12% | +$3.97M | 0.17% | 113 |
|
|
2021
Q3 | $31.8M | Sell |
165,642
-4,319
| -3% | -$899K | 0.16% | 127 |
|
|
2021
Q2 | $37M | Buy |
169,961
+817
| +0.5% | +$189K | 0.18% | 111 |
|
|
2021
Q1 | $39.2M | Buy |
169,144
+13,213
| +8% | +$2.74M | 0.21% | 75 |
|
|
2020
Q4 | $28.4M | Buy |
155,931
+2,581
| +2% | +$438K | 0.17% | 119 |
|
|
2020
Q3 | $22.9M | Buy |
153,350
+9,077
| +6% | +$1.28M | 0.15% | 142 |
|
|
2020
Q2 | $18.3M | Sell |
144,273
-7,482
| -5% | -$887K | 0.14% | 152 |
|
|
2020
Q1 | $17.6M | Buy |
151,755
+1,042
| +0.7% | +$133K | 0.17% | 128 |
|
|
2019
Q4 | $22.3M | Buy |
150,713
+3,776
| +3% | +$527K | 0.17% | 121 |
|
|
2019
Q3 | $18.6M | Buy |
146,937
+13,346
| +10% | +$1.7M | 0.16% | 128 |
|
|
2019
Q2 | $18.2M | Buy |
133,591
+3,589
| +3% | +$474K | 0.17% | 128 |
|
|
2019
Q1 | $17.6M | Buy |
130,002
+10,436
| +9% | +$1.39M | 0.17% | 122 |
|
|
2018
Q4 | $15.2M | Sell |
119,566
-4,150
| -3% | -$540K | 0.17% | 127 |
|
|
2018
Q3 | $18.9M | Buy |
123,716
+6,487
| +6% | +$918K | 0.18% | 124 |
|
|
2018
Q2 | $15.9M | Buy |
117,229
+3,621
| +3% | +$541K | 0.17% | 128 |
|
|
2018
Q1 | $16.7M | Buy |
113,608
+166
| +0.1% | +$26.2K | 0.19% | 117 |
|
|
2017
Q4 | $17.9M | Buy |
113,442
+8,255
| +8% | +$1.14M | 0.21% | 105 |
|
|
2017
Q3 | $13.1M | Buy |
105,187
+13,184
| +14% | +$1.52M | 0.18% | 119 |
|
|
2017
Q2 | $9.89M | Buy |
92,003
+5,629
| +7% | +$572K | 0.15% | 133 |
|
|
2017
Q1 | $8.01M | Sell |
86,374
-5,249
| -6% | -$497K | 0.14% | 138 |
|
|
2016
Q4 | $8.5M | Sell |
91,623
-7,381
| -7% | -$669K | 0.16% | 125 |
|
|
2016
Q3 | $8.79M | Sell |
99,004
-366
| -0.4% | -$29.9K | 0.16% | 116 |
|
|
2016
Q2 | $7.53M | Sell |
99,370
-4,627
| -4% | -$347K | 0.16% | 123 |
|
|
2016
Q1 | $7.96M | Buy |
103,997
+9,023
| +10% | +$605K | 0.18% | 114 |
|
|
2015
Q4 | $6.45M | Buy |
94,974
+3,415
| +4% | +$239K | 0.15% | 127 |
|
|
2015
Q3 | $5.98M | Buy |
91,559
+176
| +0.2% | +$13.5K | 0.17% | 124 |
|
|
2015
Q2 | $7.75M | Sell |
91,383
-2,456
| -3% | -$211K | 0.21% | 101 |
|
|
2015
Q1 | $7.51M | Buy |
93,839
+17,350
| +23% | +$1.44M | 0.21% | 97 |
|
|
2014
Q4 | $7M | Buy |
76,489
+7,418
| +11% | +$722K | 0.22% | 99 |
|
|
2014
Q3 | $6.84M | Sell |
69,071
-65
| -0.1% | -$6.89K | 0.2% | 109 |
|
|
2014
Q2 | $7.51M | Sell |
69,136
-553
| -0.8% | -$58K | 0.26% | 82 |
|
|
2014
Q1 | $6.92M | Sell |
69,689
-4,080
| -6% | -$385K | 0.26% | 81 |
|
|
2013
Q4 | $6.7M | Buy |
73,769
+7,796
| +12% | +$666K | 0.27% | 76 |
|
|
2013
Q3 | $5.5M | Buy |
65,973
+3,404
| +5% | +$288K | 0.24% | 91 |
|
|
2013
Q2 | $5.16M | Buy |
+62,569
| New | +$5.32M | 0.26% | 85 |
|
Other funds holding CAT
SMDAM
ATO
RG
KAS
Cambridge Investment Research Advisors's CAT Position: Q2 2026 in Review
Cambridge Investment Research Advisors increased its Caterpillar (CAT) stake by 1% in Q2 2026, buying an estimated $1.87M and bringing the position to 212,747 shares worth $227M. The position accounts for 0.52% of the portfolio, ranked #24.
Cambridge Investment Research Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Cambridge Investment Research Advisors held 212,747 shares of Caterpillar worth $227M as of Q2 2026.
- Cambridge Investment Research Advisors bought 2,125 Caterpillar shares in Q2 2026, an estimated $1.87M.
- Caterpillar made up 0.52% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #24 holding.
- Cambridge Investment Research Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.