CIBC Private Wealth Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $24.9M | Buy |
43,404
+1,099
| +3% | +$611K | 0.04% | 256 |
|
|
2025
Q3 | $20.2M | Buy |
42,305
+1,279
| +3% | +$546K | 0.03% | 282 |
|
|
2025
Q2 | $15.9M | Buy |
41,026
+27
| +0.1% | +$9K | 0.03% | 305 |
|
|
2025
Q1 | $11.2M | Sell |
40,999
-280
| -0.7% | -$99.7K | 0.02% | 314 |
|
|
2024
Q4 | $14.9M | Sell |
41,279
-1,148
| -3% | -$445K | 0.03% | 300 |
|
|
2024
Q3 | $16.6M | Sell |
42,427
-320
| -0.7% | -$111K | 0.03% | 293 |
|
|
2024
Q2 | $14.1M | Buy |
42,747
+800
| +2% | +$277K | 0.03% | 288 |
|
|
2024
Q1 | $15.3M | Sell |
41,947
-3,130
| -7% | -$1M | 0.03% | 288 |
|
|
2023
Q4 | $13.3M | Buy |
45,077
+1,521
| +3% | +$395K | 0.03% | 291 |
|
|
2023
Q3 | $11.9M | Sell |
43,556
-2,439
| -5% | -$662K | 0.03% | 301 |
|
|
2023
Q2 | $11.3M | Sell |
45,995
-1,042
| -2% | -$232K | 0.02% | 313 |
|
|
2023
Q1 | $10.8M | Buy |
47,037
+90
| +0.2% | +$21.8K | 0.02% | 308 |
|
|
2022
Q4 | $6.08M | Buy |
46,947
+489
| +1% | +$106K | 0.02% | 315 |
|
|
2022
Q3 | $7.62M | Sell |
46,458
-676
| -1% | -$123K | 0.02% | 333 |
|
|
2022
Q2 | $8.43M | Buy |
47,134
+2,242
| +5% | +$472K | 0.02% | 322 |
|
|
2022
Q1 | $10M | Buy |
44,892
+1,617
| +4% | +$339K | 0.02% | 325 |
|
|
2021
Q4 | $8.95M | Sell |
43,275
-4,271
| -9% | -$860K | 0.02% | 340 |
|
|
2021
Q3 | $9.13M | Sell |
47,546
-510,850
| -91% | -$106M | 0.02% | 340 |
|
|
2021
Q2 | $122M | Buy |
558,396
+79,694
| +17% | +$18.4M | 0.28% | 94 |
|
|
2021
Q1 | $111M | Buy |
478,702
+436,928
| +1,046% | +$90.5M | 0.28% | 96 |
|
|
2020
Q4 | $7.6M | Sell |
41,774
-211
| -0.5% | -$35.8K | 0.02% | 348 |
|
|
2020
Q3 | $6.05M | Buy |
41,985
+20,995
| +100% | +$2.95M | 0.02% | 345 |
|
|
2020
Q2 | $2.65M | Sell |
20,990
-21,021
| -50% | -$2.49M | 0.01% | 355 |
|
|
2020
Q1 | $4.88M | Buy |
42,011
+6,126
| +17% | +$782K | 0.02% | 320 |
|
|
2019
Q4 | $5.3M | Buy |
35,885
+90
| +0.3% | +$12.6K | 0.02% | 357 |
|
|
2019
Q3 | $4.52M | Buy |
35,795
+570
| +2% | +$72.4K | 0.02% | 359 |
|
|
2019
Q2 | $4.8M | Sell |
35,225
-1,739
| -5% | -$230K | 0.02% | 368 |
|
|
2019
Q1 | $5.01M | Buy |
36,964
+1,002
| +3% | +$133K | 0.02% | 354 |
|
|
2018
Q4 | $4.57M | Sell |
35,962
-15,972
| -31% | -$2.08M | 0.02% | 349 |
|
|
2018
Q3 | $7.92M | Buy |
51,934
+741
| +1% | +$105K | 0.03% | 322 |
|
|
2018
Q2 | $6.95M | Buy |
51,193
+9,462
| +23% | +$1.41M | 0.03% | 322 |
|
|
2018
Q1 | $6.15M | Buy |
41,731
+6,180
| +17% | +$976K | 0.03% | 323 |
|
|
2017
Q4 | $5.6M | Buy |
35,551
+1,088
| +3% | +$151K | 0.02% | 345 |
|
|
2017
Q3 | $4.3M | Buy |
34,463
+10,004
| +41% | +$1.15M | 0.02% | 361 |
|
|
2017
Q2 | $2.63M | Buy |
24,459
+17
| +0.1% | +$1.73K | 0.02% | 353 |
|
|
2017
Q1 | $2.27M | Buy |
24,442
+1,841
| +8% | +$174K | 0.01% | 357 |
|
|
2016
Q4 | $2.1M | Sell |
22,601
-361
| -2% | -$32.7K | 0.01% | 360 |
|
|
2016
Q3 | $2.04M | Buy |
22,962
+240
| +1% | +$19.6K | 0.01% | 361 |
|
|
2016
Q2 | $1.72M | Buy |
22,722
+1,246
| +6% | +$93.4K | 0.01% | 377 |
|
|
2016
Q1 | $1.64M | Buy |
21,476
+762
| +4% | +$51.1K | 0.01% | 379 |
|
|
2015
Q4 | $1.41M | Sell |
20,714
-4,684
| -18% | -$327K | 0.01% | 397 |
|
|
2015
Q3 | $1.66M | Buy |
25,398
+6,537
| +35% | +$500K | 0.01% | 378 |
|
|
2015
Q2 | $1.6M | Sell |
18,861
-769
| -4% | -$66.1K | 0.01% | 397 |
|
|
2015
Q1 | $1.57M | Sell |
19,630
-2,730
| -12% | -$227K | 0.01% | 407 |
|
|
2014
Q4 | $2.05M | Buy |
22,360
+274
| +1% | +$26.7K | 0.02% | 371 |
|
|
2014
Q3 | $2.19M | Sell |
22,086
-408
| -2% | -$43.3K | 0.02% | 357 |
|
|
2014
Q2 | $2.44M | Sell |
22,494
-686
| -3% | -$72K | 0.02% | 341 |
|
|
2014
Q1 | $2.38M | Buy |
+23,180
| New | +$2.19M | 0.02% | 343 |
|
Other funds holding CAT
CIBC Private Wealth Group's CAT Position: Q4 2025 in Review
CIBC Private Wealth Group increased its Caterpillar (CAT) stake by 2.6% in Q4 2025, buying an estimated $611K and bringing the position to 43,404 shares worth $24.9M. The position accounts for 0.04% of the portfolio, ranked #256.
CIBC Private Wealth Group first reported a position in CAT in Q1 2014 and has held it in 48 quarters since. The position peaked at $122M in Q2 2021. 3,523 funds tracked by Wall St. Rank hold CAT as of Q4 2025.
- CIBC Private Wealth Group held 43,404 shares of Caterpillar worth $24.9M as of Q4 2025.
- CIBC Private Wealth Group bought 1,099 Caterpillar shares in Q4 2025, an estimated $611K.
- Caterpillar made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #256 holding.
- CIBC Private Wealth Group first reported a position in Caterpillar in Q1 2014 and has held it in 48 quarters since.
- CIBC Private Wealth Group's Caterpillar position peaked at $122M in Q2 2021.
- 3,523 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.