Clean Yield Group’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 | $288K | Hold |
270
| – | – | 0.07% | 124 |
|
|
2026
Q1 | $191K | Hold |
270
| – | – | 0.05% | 140 |
|
|
2025
Q4 | $155K | Sell |
270
-8
| -3% | -$4.45K | 0.04% | 152 |
|
|
2025
Q3 | $133K | Buy |
278
+60
| +28% | +$25.6K | 0.04% | 152 |
|
|
2025
Q2 | $84.6K | Hold |
218
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $71.9K | Hold |
218
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $79.1K | Sell |
218
-33
| -13% | -$12.8K | 0.03% | 196 |
|
|
2024
Q3 | $98.2K | Buy |
251
+6
| +2% | +$2.07K | 0.03% | 178 |
|
|
2024
Q2 | $81.6K | Hold |
245
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $89.8K | Hold |
245
| – | – | 0.03% | 183 |
|
|
2023
Q4 | $72.4K | Hold |
245
| – | – | 0.03% | 199 |
|
|
2023
Q3 | $66.8K | Hold |
245
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $60.3K | Hold |
245
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $56.1K | Hold |
245
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $58.7K | Hold |
245
| – | – | 0.03% | 219 |
|
|
2022
Q3 | $40K | Buy |
245
+33
| +16% | +$6.03K | 0.02% | 238 |
|
|
2022
Q2 | $38K | Hold |
212
| – | – | 0.02% | 252 |
|
|
2022
Q1 | $47K | Hold |
212
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $44K | Hold |
212
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $41K | Hold |
212
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $46K | Buy |
+212
| New | +$49K | 0.02% | 258 |
|
|
2021
Q1 | – | Sell |
-212
| Closed | -$39K | – | 189 |
|
|
2020
Q4 | $39K | Hold |
212
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $32K | Hold |
212
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $27K | Hold |
212
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $25K | Sell |
212
-200
| -49% | -$25.5K | 0.01% | 253 |
|
|
2019
Q4 | $61K | Hold |
412
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $52K | Sell |
412
-200
| -33% | -$25.4K | 0.02% | 210 |
|
|
2019
Q2 | $83K | Hold |
612
| – | – | 0.03% | 176 |
|
|
2019
Q1 | $83K | Sell |
612
-315
| -34% | -$41.8K | 0.03% | 165 |
|
|
2018
Q4 | $118K | Buy |
+927
| New | +$121K | 0.05% | 150 |
|
|
2017
Q2 | – | Sell |
-470
| Closed | -$44K | – | 157 |
|
|
2017
Q1 | $44K | Buy |
+470
| New | +$44.5K | 0.02% | 199 |
|
|
2016
Q4 | – | Sell |
-704
| Closed | -$62K | – | 155 |
|
|
2016
Q3 | $62K | Sell |
704
-80
| -10% | -$6.54K | 0.03% | 170 |
|
|
2016
Q2 | $59K | Buy |
784
+80
| +11% | +$5.99K | 0.03% | 171 |
|
|
2016
Q1 | $56K | Buy |
+704
| New | +$47.2K | 0.02% | 167 |
|
|
2015
Q2 | – | Sell |
-704
| Closed | -$56K | – | 146 |
|
|
2015
Q1 | $56K | Buy |
+704
| New | +$58.5K | 0.02% | 170 |
|
Other funds holding CAT
Clean Yield Group's CAT Position: Q2 2026 in Review
Clean Yield Group held its Caterpillar (CAT) position steady in Q2 2026 at 270 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #124.
Clean Yield Group first reported a position in CAT in Q1 2015 and has held it in 35 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Clean Yield Group held 270 shares of Caterpillar worth $288K as of Q2 2026.
- Clean Yield Group left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 0.07% of Clean Yield Group's portfolio in Q2 2026, its #124 holding.
- Clean Yield Group first reported a position in Caterpillar in Q1 2015 and has held it in 35 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.