Cerity Partners’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 | $195M | Buy |
275,414
+4,488
| +2% | +$3.11M | 0.28% | 72 |
|
|
2025
Q4 | $155M | Buy |
270,926
+12,972
| +5% | +$7.21M | 0.23% | 86 |
|
|
2025
Q3 | $123M | Sell |
257,954
-2,375
| -0.9% | -$1.01M | 0.2% | 103 |
|
|
2025
Q2 | $101M | Sell |
260,329
-34,540
| -12% | -$11.5M | 0.18% | 117 |
|
|
2025
Q1 | $97.2M | Buy |
294,869
+64,654
| +28% | +$23M | 0.2% | 110 |
|
|
2024
Q4 | $84.1M | Sell |
230,215
-3,659
| -2% | -$1.42M | 0.18% | 117 |
|
|
2024
Q3 | $91.5M | Buy |
233,874
+21,848
| +10% | +$7.55M | 0.2% | 106 |
|
|
2024
Q2 | $70.6M | Sell |
212,026
-7,265
| -3% | -$2.52M | 0.19% | 123 |
|
|
2024
Q1 | $80.2M | Sell |
219,291
-288,031
| -57% | -$92.1M | 0.21% | 103 |
|
|
2023
Q4 | $49.5M | Buy |
507,322
+368,421
| +265% | +$95.6M | 0.16% | 134 |
|
|
2023
Q3 | $37.9M | Sell |
138,901
-22,672
| -14% | -$6.15M | 0.18% | 134 |
|
|
2023
Q2 | $39.8M | Buy |
161,573
+14,435
| +10% | +$3.22M | 0.15% | 134 |
|
|
2023
Q1 | $152M | Buy |
147,138
+10,266
| +8% | +$2.48M | 0.36% | 42 |
|
|
2022
Q4 | $33.4M | Buy |
136,872
+102,001
| +293% | +$22.2M | 0.21% | 103 |
|
|
2022
Q3 | $5.72M | Sell |
34,871
-898
| -3% | -$164K | 0.07% | 220 |
|
|
2022
Q2 | $6.39M | Buy |
35,769
+20,418
| +133% | +$4.3M | 0.07% | 220 |
|
|
2022
Q1 | $3.13M | Buy |
15,351
+1,727
| +13% | +$362K | 0.05% | 251 |
|
|
2021
Q4 | $2.82M | Buy |
13,624
+4,500
| +49% | +$906K | 0.04% | 269 |
|
|
2021
Q3 | $1.75M | Buy |
9,124
+3,775
| +71% | +$786K | 0.04% | 280 |
|
|
2021
Q2 | $1.16M | Sell |
5,349
-493
| -8% | -$114K | 0.03% | 347 |
|
|
2021
Q1 | $1.35M | Sell |
5,842
-39,153
| -87% | -$8.11M | 0.03% | 302 |
|
|
2020
Q4 | $8.19M | Buy |
44,995
+1,160
| +3% | +$197K | 0.26% | 86 |
|
|
2020
Q3 | $6.54M | Buy |
43,835
+338
| +0.8% | +$47.5K | 0.27% | 77 |
|
|
2020
Q2 | $5.5M | Buy |
43,497
+17,926
| +70% | +$2.13M | 0.3% | 66 |
|
|
2020
Q1 | $2.97M | Sell |
25,571
-931
| -4% | -$119K | 0.19% | 101 |
|
|
2019
Q4 | $3.91M | Sell |
26,502
-5,331
| -17% | -$744K | 0.2% | 95 |
|
|
2019
Q3 | $4.02M | Sell |
31,833
-11,224
| -26% | -$1.43M | 0.24% | 96 |
|
|
2019
Q2 | $5.87M | Buy |
43,057
+15,169
| +54% | +$2M | 0.37% | 66 |
|
|
2019
Q1 | $3.78M | Buy |
27,888
+23,500
| +536% | +$3.12M | 0.25% | 80 |
|
|
2018
Q4 | $558K | Sell |
4,388
-21,718
| -83% | -$2.83M | 0.04% | 300 |
|
|
2018
Q3 | $3.98M | Buy |
26,106
+21,750
| +499% | +$3.08M | 0.28% | 96 |
|
|
2018
Q2 | $591K | Buy |
4,356
+1,561
| +56% | +$233K | 0.04% | 301 |
|
|
2018
Q1 | $412K | Buy |
2,795
+221
| +9% | +$34.9K | 0.03% | 372 |
|
|
2017
Q4 | $406K | Sell |
2,574
-427
| -14% | -$59.2K | 0.03% | 378 |
|
|
2017
Q3 | $374K | Sell |
3,001
-16,384
| -85% | -$1.89M | 0.03% | 380 |
|
|
2017
Q2 | $680K | Buy |
19,385
+16,196
| +508% | +$1.65M | 0.06% | 205 |
|
|
2017
Q1 | $296K | Buy |
+3,189
| New | +$302K | 0.02% | 338 |
|
Other funds holding CAT
VCM
VPM
Cerity Partners's CAT Position: Q1 2026 in Review
Cerity Partners increased its Caterpillar (CAT) stake by 1.7% in Q1 2026, buying an estimated $3.11M and bringing the position to 275,414 shares worth $195M. The position accounts for 0.28% of the portfolio, ranked #72.
Cerity Partners first reported a position in CAT in Q1 2017 and has held it in 37 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Cerity Partners held 275,414 shares of Caterpillar worth $195M as of Q1 2026.
- Cerity Partners bought 4,488 Caterpillar shares in Q1 2026, an estimated $3.11M.
- Caterpillar made up 0.28% of Cerity Partners's portfolio in Q1 2026, its #72 holding.
- Cerity Partners first reported a position in Caterpillar in Q1 2017 and has held it in 37 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.