Cetera 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 | $311M | Sell |
292,059
-3,752
| -1% | -$3.3M | 0.28% | 61 |
|
|
2026
Q1 | $210M | Buy |
295,811
+7,889
| +3% | +$5.46M | 0.22% | 88 |
|
|
2025
Q4 | $165M | Buy |
287,922
+12,500
| +5% | +$6.95M | 0.18% | 100 |
|
|
2025
Q3 | $131M | Buy |
275,422
+42,444
| +18% | +$18.1M | 0.15% | 113 |
|
|
2025
Q2 | $90.4M | Sell |
232,978
-2,217
| -0.9% | -$739K | 0.15% | 134 |
|
|
2025
Q1 | $77.6M | Buy |
235,195
+1,671
| +0.7% | +$595K | 0.15% | 134 |
|
|
2024
Q4 | $84.7M | Sell |
233,524
-4,470
| -2% | -$1.73M | 0.18% | 116 |
|
|
2024
Q3 | $93.1M | Buy |
237,994
+2,135
| +0.9% | +$737K | 0.2% | 99 |
|
|
2024
Q2 | $78.6M | Sell |
235,859
-15,826
| -6% | -$5.49M | 0.18% | 107 |
|
|
2024
Q1 | $92.2M | Buy |
251,685
+174,330
| +225% | +$55.7M | 0.22% | 90 |
|
|
2023
Q4 | $22.9M | Buy |
77,355
+2,375
| +3% | +$616K | 0.19% | 104 |
|
|
2023
Q3 | $20.5M | Buy |
74,980
+4,383
| +6% | +$1.19M | 0.18% | 114 |
|
|
2023
Q2 | $17.4M | Buy |
70,597
+638
| +0.9% | +$142K | 0.15% | 128 |
|
|
2023
Q1 | $16M | Buy |
69,959
+4,403
| +7% | +$1.06M | 0.14% | 136 |
|
|
2022
Q4 | $15.7M | Buy |
65,556
+30,562
| +87% | +$6.65M | 0.15% | 137 |
|
|
2022
Q3 | $5.74M | Sell |
34,994
-16,484
| -32% | -$3.01M | 0.11% | 186 |
|
|
2022
Q2 | $9.2M | Sell |
51,478
-747
| -1% | -$157K | 0.15% | 145 |
|
|
2022
Q1 | $11.6M | Sell |
52,225
-78
| -0.1% | -$16.4K | 0.17% | 128 |
|
|
2021
Q4 | $10.8M | Sell |
52,303
-2,028
| -4% | -$408K | 0.15% | 144 |
|
|
2021
Q3 | $10.4M | Buy |
54,331
+6,698
| +14% | +$1.39M | 0.17% | 135 |
|
|
2021
Q2 | $10.4M | Buy |
47,633
+5,199
| +12% | +$1.2M | 0.17% | 135 |
|
|
2021
Q1 | $9.84M | Buy |
42,434
+284
| +0.7% | +$58.8K | 0.19% | 109 |
|
|
2020
Q4 | $7.67M | Buy |
42,150
+31,221
| +286% | +$5.29M | 0.15% | 148 |
|
|
2020
Q3 | $1.63M | Sell |
10,929
-502
| -4% | -$70.5K | 0.13% | 182 |
|
|
2020
Q2 | $1.45M | Sell |
11,431
-611
| -5% | -$72.4K | 0.13% | 186 |
|
|
2020
Q1 | $1.4M | Buy |
12,042
+287
| +2% | +$36.7K | 0.17% | 146 |
|
|
2019
Q4 | $1.74M | Buy |
11,755
+657
| +6% | +$91.7K | 0.17% | 145 |
|
|
2019
Q3 | $1.4M | Sell |
11,098
-499
| -4% | -$63.4K | 0.17% | 144 |
|
|
2019
Q2 | $1.58M | Buy |
11,597
+206
| +2% | +$27.2K | 0.2% | 118 |
|
|
2019
Q1 | $1.55M | Buy |
11,391
+309
| +3% | +$41K | 0.22% | 117 |
|
|
2018
Q4 | $1.41M | Buy |
11,082
+258
| +2% | +$33.6K | 0.23% | 119 |
|
|
2018
Q3 | $1.65M | Sell |
10,824
-738
| -6% | -$104K | 0.24% | 110 |
|
|
2018
Q2 | $1.57M | Buy |
11,562
+732
| +7% | +$109K | 0.28% | 95 |
|
|
2018
Q1 | $1.59M | Buy |
10,830
+114
| +1% | +$18K | 0.3% | 91 |
|
|
2017
Q4 | $1.69M | Buy |
10,716
+864
| +9% | +$120K | 0.31% | 89 |
|
|
2017
Q3 | $1.22M | Buy |
9,852
+955
| +11% | +$110K | 0.27% | 97 |
|
|
2017
Q2 | $952K | Buy |
8,897
+2,063
| +30% | +$210K | 0.23% | 117 |
|
|
2017
Q1 | $633K | Buy |
6,834
+737
| +12% | +$69.8K | 0.17% | 154 |
|
|
2016
Q4 | $565K | Sell |
6,097
-131
| -2% | -$11.9K | 0.19% | 143 |
|
|
2016
Q3 | $552K | Sell |
6,228
-456
| -7% | -$37.3K | 0.24% | 116 |
|
|
2016
Q2 | $509K | Sell |
6,684
-599
| -8% | -$44.9K | 0.2% | 141 |
|
|
2016
Q1 | $560K | Buy |
7,283
+3,844
| +112% | +$258K | 0.24% | 120 |
|
|
2015
Q4 | $234K | Buy |
+3,439
| New | +$240K | 0.11% | 220 |
|
Other funds holding CAT
Cetera Investment Advisers's CAT Position: Q2 2026 in Review
Cetera Investment Advisers reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $3.3M and leaving 292,059 shares worth $311M. The position accounts for 0.28% of the portfolio, ranked #61.
Cetera Investment Advisers first reported a position in CAT in Q4 2015 and has held it in 43 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Cetera Investment Advisers held 292,059 shares of Caterpillar worth $311M as of Q2 2026.
- Cetera Investment Advisers sold 3,752 Caterpillar shares in Q2 2026, an estimated $3.3M.
- Caterpillar made up 0.28% of Cetera Investment Advisers's portfolio in Q2 2026, its #61 holding.
- Cetera Investment Advisers first reported a position in Caterpillar in Q4 2015 and has held it in 43 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.