Checchi Capital 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
Q1 | $3.74M | Buy |
5,280
+238
| +5% | +$165K | 0.19% | 95 |
|
|
2025
Q4 | $2.89M | Sell |
5,042
-254
| -5% | -$141K | 0.15% | 102 |
|
|
2025
Q3 | $2.53M | Sell |
5,296
-320
| -6% | -$137K | 0.13% | 107 |
|
|
2025
Q2 | $2.18M | Sell |
5,616
-661
| -11% | -$220K | 0.12% | 116 |
|
|
2025
Q1 | $2.07M | Buy |
6,277
+115
| +2% | +$41K | 0.11% | 125 |
|
|
2024
Q4 | $2.24M | Buy |
6,162
+45
| +0.7% | +$17.5K | 0.13% | 113 |
|
|
2024
Q3 | $2.39M | Sell |
6,117
-71
| -1% | -$24.5K | 0.13% | 108 |
|
|
2024
Q2 | $2.06M | Sell |
6,188
-35
| -0.6% | -$12.1K | 0.1% | 110 |
|
|
2024
Q1 | $2.28M | Buy |
6,223
+86
| +1% | +$27.5K | 0.18% | 107 |
|
|
2023
Q4 | $1.81M | Buy |
6,137
+172
| +3% | +$44.6K | 0.15% | 114 |
|
|
2023
Q3 | $1.63M | Sell |
5,965
-46
| -0.8% | -$12.5K | 0.15% | 119 |
|
|
2023
Q2 | $1.48M | Buy |
6,011
+99
| +2% | +$22.1K | 0.13% | 129 |
|
|
2023
Q1 | $1.35M | Buy |
5,912
+254
| +4% | +$61.4K | 0.13% | 135 |
|
|
2022
Q4 | $1.36M | Sell |
5,658
-14
| -0.2% | -$3.05K | 0.14% | 128 |
|
|
2022
Q3 | $931K | Sell |
5,672
-56
| -1% | -$10.2K | 0.09% | 167 |
|
|
2022
Q2 | $1.14M | Sell |
5,728
-251
| -4% | -$52.9K | 0.1% | 149 |
|
|
2022
Q1 | $1.33M | Buy |
5,979
+570
| +11% | +$120K | 0.11% | 129 |
|
|
2021
Q4 | $1.12M | Buy |
5,409
+70
| +1% | +$14.1K | 0.1% | 143 |
|
|
2021
Q3 | $1.02M | Sell |
5,339
-1
| -0% | -$208 | 0.1% | 139 |
|
|
2021
Q2 | $1.16M | Sell |
5,340
-114
| -2% | -$26.3K | 0.11% | 132 |
|
|
2021
Q1 | $1.26M | Sell |
5,454
-321
| -6% | -$66.5K | 0.13% | 122 |
|
|
2020
Q4 | $1.05M | Buy |
5,775
+264
| +5% | +$44.8K | 0.11% | 131 |
|
|
2020
Q3 | $822K | Sell |
5,511
-87
| -2% | -$12.2K | 0.09% | 136 |
|
|
2020
Q2 | $708K | Buy |
5,598
+216
| +4% | +$25.6K | 0.08% | 151 |
|
|
2020
Q1 | $625K | Buy |
5,382
+261
| +5% | +$33.3K | 0.06% | 143 |
|
|
2019
Q4 | $756K | Buy |
5,121
+47
| +0.9% | +$6.56K | 0.1% | 137 |
|
|
2019
Q3 | $641K | Sell |
5,074
-130
| -2% | -$16.5K | 0.08% | 156 |
|
|
2019
Q2 | $709K | Buy |
5,204
+49
| +1% | +$6.47K | 0.09% | 142 |
|
|
2019
Q1 | $699K | Sell |
5,155
-129
| -2% | -$17.1K | 0.08% | 137 |
|
|
2018
Q4 | $671K | Sell |
5,284
-698
| -12% | -$90.8K | 0.09% | 139 |
|
|
2018
Q3 | $912K | Buy |
5,982
+537
| +10% | +$76K | 0.11% | 127 |
|
|
2018
Q2 | $739K | Buy |
5,445
+99
| +2% | +$14.8K | 0.09% | 141 |
|
|
2018
Q1 | $788K | Sell |
5,346
-572
| -10% | -$90.3K | 0.1% | 130 |
|
|
2017
Q4 | $933K | Buy |
5,918
+765
| +15% | +$106K | 0.13% | 101 |
|
|
2017
Q3 | $643K | Sell |
5,153
-118
| -2% | -$13.6K | 0.07% | 137 |
|
|
2017
Q2 | $566K | Sell |
5,271
-592
| -10% | -$60.1K | 0.06% | 158 |
|
|
2017
Q1 | $544K | Buy |
5,863
+495
| +9% | +$46.9K | 0.06% | 162 |
|
|
2016
Q4 | $498K | Buy |
5,368
+432
| +9% | +$39.2K | 0.07% | 169 |
|
|
2016
Q3 | $438K | Buy |
4,936
+339
| +7% | +$27.7K | 0.05% | 178 |
|
|
2016
Q2 | $348K | Sell |
4,597
-140
| -3% | -$10.5K | 0.04% | 216 |
|
|
2016
Q1 | $363K | Sell |
4,737
-1,648
| -26% | -$111K | 0.08% | 201 |
|
|
2015
Q4 | $434K | Sell |
6,385
-801
| -11% | -$56K | 0.11% | 171 |
|
|
2015
Q3 | $470K | Buy |
7,186
+213
| +3% | +$16.3K | 0.13% | 141 |
|
|
2015
Q2 | $591K | Sell |
6,973
-299
| -4% | -$25.7K | 0.16% | 121 |
|
|
2015
Q1 | $582K | Buy |
7,272
+749
| +11% | +$62.2K | 0.17% | 119 |
|
|
2014
Q4 | $597K | Sell |
6,523
-167
| -2% | -$16.3K | 0.22% | 98 |
|
|
2014
Q3 | $663K | Buy |
6,690
+1,472
| +28% | +$156K | 0.27% | 77 |
|
|
2014
Q2 | $567K | Buy |
5,218
+707
| +16% | +$74.2K | 0.26% | 78 |
|
|
2014
Q1 | $448K | Buy |
4,511
+1,132
| +34% | +$107K | 0.27% | 78 |
|
|
2013
Q4 | $307K | Buy |
+3,379
| New | +$289K | 0.24% | 86 |
|
Other funds holding CAT
VCM
VPM
Checchi Capital Advisers's CAT Position: Q1 2026 in Review
Checchi Capital Advisers increased its Caterpillar (CAT) stake by 4.7% in Q1 2026, buying an estimated $165K and bringing the position to 5,280 shares worth $3.74M. The position accounts for 0.19% of the portfolio, ranked #95.
Checchi Capital Advisers first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Checchi Capital Advisers held 5,280 shares of Caterpillar worth $3.74M as of Q1 2026.
- Checchi Capital Advisers bought 238 Caterpillar shares in Q1 2026, an estimated $165K.
- Caterpillar made up 0.19% of Checchi Capital Advisers's portfolio in Q1 2026, its #95 holding.
- Checchi Capital Advisers first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.