CCM Investment Advisers’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 | $46.6M | Sell |
43,761
-5,095
| -10% | -$4.48M | 3.61% | 3 |
|
|
2026
Q1 | $34.6M | Sell |
48,856
-2,509
| -5% | -$1.74M | 3.31% | 4 |
|
|
2025
Q4 | $29.4M | Sell |
51,365
-3,854
| -7% | -$2.14M | 2.82% | 8 |
|
|
2025
Q3 | $26.3M | Sell |
55,219
-370
| -0.7% | -$158K | 2.6% | 10 |
|
|
2025
Q2 | $21.6M | Buy |
55,589
+160
| +0.3% | +$53.3K | 2.32% | 15 |
|
|
2025
Q1 | $18.3M | Sell |
55,429
-1,347
| -2% | -$480K | 2.24% | 13 |
|
|
2024
Q4 | $20.6M | Sell |
56,776
-2,930
| -5% | -$1.14M | 2.28% | 13 |
|
|
2024
Q3 | $23.4M | Sell |
59,706
-195
| -0.3% | -$67.3K | 2.6% | 8 |
|
|
2024
Q2 | $20M | Sell |
59,901
-639
| -1% | -$222K | 2.34% | 10 |
|
|
2024
Q1 | $22.2M | Sell |
60,540
-6,353
| -9% | -$2.03M | 2.65% | 8 |
|
|
2023
Q4 | $19.8M | Buy |
66,893
+210
| +0.3% | +$54.5K | 2.43% | 9 |
|
|
2023
Q3 | $18.2M | Sell |
66,683
-1,739
| -3% | -$472K | 2.51% | 7 |
|
|
2023
Q2 | $16.8M | Buy |
68,422
+1,242
| +2% | +$277K | 2.26% | 9 |
|
|
2023
Q1 | $15.4M | Buy |
67,180
+738
| +1% | +$178K | 2.18% | 10 |
|
|
2022
Q4 | $15.9M | Sell |
66,442
-7,675
| -10% | -$1.67M | 2.53% | 4 |
|
|
2022
Q3 | $12.2M | Buy |
74,117
+623
| +0.8% | +$114K | 2.07% | 18 |
|
|
2022
Q2 | $13.1M | Buy |
73,494
+1,383
| +2% | +$291K | 2.11% | 13 |
|
|
2022
Q1 | $16.1M | Buy |
72,111
+72
| +0.1% | +$15.1K | 2.19% | 7 |
|
|
2021
Q4 | $14.9M | Buy |
72,039
+1,631
| +2% | +$328K | 1.81% | 25 |
|
|
2021
Q3 | $13.5M | Buy |
70,408
+6
| +0% | +$1.25K | 1.76% | 26 |
|
|
2021
Q2 | $15.3M | Sell |
70,402
-3,189
| -4% | -$737K | 1.96% | 11 |
|
|
2021
Q1 | $17.1M | Sell |
73,591
-2,863
| -4% | -$593K | 2.31% | 7 |
|
|
2020
Q4 | $13.9M | Sell |
76,454
-3,468
| -4% | -$588K | 2.02% | 15 |
|
|
2020
Q3 | $11.9M | Sell |
79,922
-3,460
| -4% | -$486K | 1.94% | 18 |
|
|
2020
Q2 | $10.5M | Sell |
83,382
-7,153
| -8% | -$848K | 1.8% | 26 |
|
|
2020
Q1 | $10.5M | Buy |
90,535
+4,584
| +5% | +$586K | 2.1% | 13 |
|
|
2019
Q4 | $12.7M | Buy |
85,951
+6,450
| +8% | +$900K | 1.98% | 20 |
|
|
2019
Q3 | $10M | Sell |
79,501
-468
| -0.6% | -$59.5K | 1.65% | 36 |
|
|
2019
Q2 | $10.9M | Sell |
79,969
-6,581
| -8% | -$870K | 1.83% | 24 |
|
|
2019
Q1 | $11.7M | Sell |
86,550
-2,025
| -2% | -$269K | 1.97% | 22 |
|
|
2018
Q4 | $11.3M | Buy |
88,575
+17,520
| +25% | +$2.28M | 2.24% | 15 |
|
|
2018
Q3 | $10.8M | Sell |
71,055
-1,048
| -1% | -$148K | 2% | 19 |
|
|
2018
Q2 | $9.78M | Sell |
72,103
-785
| -1% | -$117K | 1.86% | 26 |
|
|
2018
Q1 | $10.7M | Sell |
72,888
-2,947
| -4% | -$465K | 2.09% | 15 |
|
|
2017
Q4 | $11.9M | Sell |
75,835
-8,017
| -10% | -$1.11M | 2.3% | 8 |
|
|
2017
Q3 | $10.5M | Sell |
83,852
-2,768
| -3% | -$319K | 2.01% | 16 |
|
|
2017
Q2 | $9.31M | Sell |
86,620
-2,575
| -3% | -$262K | 1.82% | 31 |
|
|
2017
Q1 | $8.27M | Sell |
89,195
-7,663
| -8% | -$725K | 1.65% | 32 |
|
|
2016
Q4 | $8.98M | Sell |
96,858
-1,498
| -2% | -$136K | 1.89% | 20 |
|
|
2016
Q3 | $8.73M | Sell |
98,356
-84,768
| -46% | -$6.94M | 1.84% | 22 |
|
|
2016
Q2 | $13.9M | Buy |
183,124
+54,467
| +42% | +$4.08M | 1.29% | 43 |
|
|
2016
Q1 | $9.85M | Buy |
+128,657
| New | +$8.63M | 0.92% | 54 |
|
|
2015
Q4 | – | Sell |
-3,105
| Closed | -$202K | – | 104 |
|
|
2015
Q3 | $202K | Sell |
3,105
-29,750
| -91% | -$2.28M | 0.02% | 99 |
|
|
2015
Q2 | $2.79M | Sell |
32,855
-117,225
| -78% | -$10.1M | 0.26% | 59 |
|
|
2015
Q1 | $12M | Buy |
150,080
+27,758
| +23% | +$2.31M | 1.17% | 47 |
|
|
2014
Q4 | $11.2M | Sell |
122,322
-59,946
| -33% | -$5.83M | 1.02% | 49 |
|
|
2014
Q3 | $18.1M | Buy |
182,268
+13,863
| +8% | +$1.47M | 1.61% | 38 |
|
|
2014
Q2 | $18.3M | Buy |
168,405
+37,259
| +28% | +$3.91M | 1.68% | 32 |
|
|
2014
Q1 | $13M | Buy |
131,146
+24,580
| +23% | +$2.32M | 1.29% | 39 |
|
|
2013
Q4 | $9.68M | Buy |
106,566
+10,245
| +11% | +$875K | 0.9% | 43 |
|
|
2013
Q3 | $8.03M | Buy |
+96,321
| New | +$8.15M | 0.8% | 49 |
|
Other funds holding CAT
CCM Investment Advisers's CAT Position: Q2 2026 in Review
CCM Investment Advisers reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $4.48M and leaving 43,761 shares worth $46.6M. The position accounts for 3.61% of the portfolio, ranked #3.
CCM Investment Advisers first reported a position in CAT in Q3 2013 and has held it in 51 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- CCM Investment Advisers held 43,761 shares of Caterpillar worth $46.6M as of Q2 2026.
- CCM Investment Advisers sold 5,095 Caterpillar shares in Q2 2026, an estimated $4.48M.
- Caterpillar made up 3.61% of CCM Investment Advisers's portfolio in Q2 2026, its #3 holding.
- CCM Investment Advisers first reported a position in Caterpillar in Q3 2013 and has held it in 51 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.