Citigroup’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 | $136M | Buy |
192,000
+98,000
| +104% | +$67.9M | 0.06% | 304 |
|
|
2025
Q4 | $53.8M | Sell |
94,000
-5,700
| -6% | -$3.17M | 0.02% | 608 |
|
|
2025
Q3 | $47.6M | Sell |
99,700
-46,900
| -32% | -$20M | 0.02% | 653 |
|
|
2025
Q2 | $56.9M | Sell |
146,600
-7,200
| -5% | -$2.4M | 0.03% | 549 |
|
|
2025
Q1 | $50.7M | Buy |
153,800
+8,700
| +6% | +$3.1M | 0.03% | 550 |
|
|
2024
Q4 | $52.6M | Buy |
145,100
+38,500
| +36% | +$14.9M | 0.03% | 493 |
|
|
2024
Q3 | $41.7M | Buy |
106,600
+28,800
| +37% | +$9.95M | 0.02% | 614 |
|
|
2024
Q2 | $25.9M | Sell |
77,800
-723,100
| -90% | -$251M | 0.02% | 783 |
|
|
2024
Q1 | $293M | Buy |
800,900
+688,500
| +613% | +$220M | 0.19% | 90 |
|
|
2023
Q4 | $33.2M | Buy |
112,400
+47,400
| +73% | +$12.3M | 0.02% | 621 |
|
|
2023
Q3 | $17.7M | Sell |
65,000
-520,000
| -89% | -$141M | 0.01% | 830 |
|
|
2023
Q2 | $144M | Buy |
585,000
+385,000
| +193% | +$85.8M | 0.09% | 163 |
|
|
2023
Q1 | $45.8M | Buy |
200,000
+180,000
| +900% | +$43.5M | 0.03% | 436 |
|
|
2022
Q4 | $4.79M | Hold |
20,000
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q3 | $3.28M | Sell |
20,000
-50,000
| -71% | -$9.13M | ﹤0.01% | 1799 |
|
|
2022
Q2 | $12.5M | Sell |
70,000
-64,500
| -48% | -$13.6M | 0.01% | 1044 |
|
|
2022
Q1 | $30M | Sell |
134,500
-115,000
| -46% | -$24.1M | 0.02% | 730 |
|
|
2021
Q4 | $51.6M | Buy |
249,500
+44,500
| +22% | +$8.96M | 0.03% | 547 |
|
|
2021
Q3 | $39.4M | Buy |
+205,000
| New | +$42.7M | 0.02% | 643 |
|
|
2021
Q2 | – | Sell |
-32,500
| Closed | -$7.54M | – | 6143 |
|
|
2021
Q1 | $7.54M | Sell |
32,500
-297,300
| -90% | -$61.5M | ﹤0.01% | 1533 |
|
|
2020
Q4 | $60M | Buy |
329,800
+63,900
| +24% | +$10.8M | 0.04% | 455 |
|
|
2020
Q3 | $39.7M | Buy |
265,900
+2,700
| +1% | +$379K | 0.03% | 552 |
|
|
2020
Q2 | $33.3M | Sell |
263,200
-272,600
| -51% | -$32.3M | 0.03% | 554 |
|
|
2020
Q1 | $62.2M | Buy |
535,800
+40,300
| +8% | +$5.15M | 0.06% | 295 |
|
|
2019
Q4 | $73.2M | Buy |
495,500
+104,000
| +27% | +$14.5M | 0.05% | 341 |
|
|
2019
Q3 | $49.5M | Buy |
391,500
+5,200
| +1% | +$661K | 0.04% | 461 |
|
|
2019
Q2 | $52.6M | Buy |
386,300
+46,300
| +14% | +$6.12M | 0.04% | 419 |
|
|
2019
Q1 | $46.1M | Sell |
340,000
-21,600
| -6% | -$2.87M | 0.04% | 427 |
|
|
2018
Q4 | $45.9M | Sell |
361,600
-56,200
| -13% | -$7.31M | 0.05% | 430 |
|
|
2018
Q3 | $63.7M | Sell |
417,800
-26,100
| -6% | -$3.69M | 0.06% | 310 |
|
|
2018
Q2 | $60.2M | Sell |
443,900
-239,400
| -35% | -$35.8M | 0.06% | 301 |
|
|
2018
Q1 | $101M | Sell |
683,300
-350,100
| -34% | -$55.3M | 0.08% | 194 |
|
|
2017
Q4 | $163M | Buy |
1,033,400
+300,600
| +41% | +$41.7M | 0.13% | 134 |
|
|
2017
Q3 | $91.4M | Buy |
732,800
+361,400
| +97% | +$41.6M | 0.07% | 219 |
|
|
2017
Q2 | $39.9M | Sell |
371,400
-116,900
| -24% | -$11.9M | 0.04% | 440 |
|
|
2017
Q1 | $45.3M | Sell |
488,300
-123,900
| -20% | -$11.7M | 0.04% | 395 |
|
|
2016
Q4 | $56.8M | Sell |
612,200
-241,900
| -28% | -$21.9M | 0.05% | 351 |
|
|
2016
Q3 | $75.8M | Buy |
854,100
+72,400
| +9% | +$5.92M | 0.07% | 243 |
|
|
2016
Q2 | $59.3M | Sell |
781,700
-625,900
| -44% | -$46.9M | 0.06% | 294 |
|
|
2016
Q1 | $108M | Buy |
1,407,600
+220,200
| +19% | +$14.8M | 0.12% | 144 |
|
|
2015
Q4 | $80.7M | Sell |
1,187,400
-133,500
| -10% | -$9.33M | 0.08% | 227 |
|
|
2015
Q3 | $86.3M | Buy |
1,320,900
+467,600
| +55% | +$35.8M | 0.08% | 197 |
|
|
2015
Q2 | $72.4M | Sell |
853,300
-587,700
| -41% | -$50.5M | 0.06% | 281 |
|
|
2015
Q1 | $115M | Sell |
1,441,000
-842,000
| -37% | -$70M | 0.11% | 156 |
|
|
2014
Q4 | $209M | Buy |
2,283,000
+1,401,900
| +159% | +$136M | 0.19% | 77 |
|
|
2014
Q3 | $87.3M | Buy |
881,100
+62,800
| +8% | +$6.66M | 0.08% | 227 |
|
|
2014
Q2 | $88.9M | Buy |
818,300
+83,500
| +11% | +$8.76M | 0.09% | 219 |
|
|
2014
Q1 | $73M | Sell |
734,800
-473,800
| -39% | -$44.7M | 0.07% | 218 |
|
|
2013
Q4 | $110M | Sell |
1,208,600
-106,200
| -8% | -$9.07M | 0.1% | 178 |
|
|
2013
Q3 | $110M | Sell |
1,314,800
-46,100
| -3% | -$3.9M | 0.1% | 160 |
|
|
2013
Q2 | $112M | Buy |
+1,360,900
| New | +$116M | 0.11% | 130 |
|
Other funds holding CAT
VCM
VPM
Citigroup's CAT Position: Q1 2026 in Review
Citigroup increased its Caterpillar (CAT) stake by 134% in Q1 2026, buying an estimated $473M and bringing the position to 1,193,255 shares worth $845M. The position accounts for 0.36% of the portfolio, ranked #48.
Citigroup first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03B in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Citigroup held 1,193,255 shares of Caterpillar worth $845M as of Q1 2026.
- Citigroup bought 683,331 Caterpillar shares in Q1 2026, an estimated $473M.
- Caterpillar made up 0.36% of Citigroup's portfolio in Q1 2026, its #48 holding.
- Citigroup first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- Citigroup's Caterpillar position peaked at $1.03B in Q3 2024.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.