Cohen & Steers’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 | $638K | Hold |
900
| – | – | ﹤0.01% | 291 |
|
|
2025
Q4 | $516K | Hold |
900
| – | – | ﹤0.01% | 303 |
|
|
2025
Q3 | $429K | Hold |
900
| – | – | ﹤0.01% | 306 |
|
|
2025
Q2 | $349K | Buy |
900
+230
| +34% | +$76.7K | ﹤0.01% | 313 |
|
|
2025
Q1 | $221K | Sell |
670
-251
| -27% | -$89.4K | ﹤0.01% | 330 |
|
|
2024
Q4 | $334K | Buy |
921
+166
| +22% | +$64.4K | ﹤0.01% | 322 |
|
|
2024
Q3 | $295K | Buy |
+755
| New | +$261K | ﹤0.01% | 319 |
|
|
2023
Q4 | – | Sell |
-781
| Closed | -$213K | – | 397 |
|
|
2023
Q3 | $213K | Hold |
781
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $192K | Hold |
781
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $179K | Hold |
781
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $187K | Hold |
781
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $128K | Hold |
781
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $140K | Sell |
781
-597
| -43% | -$126K | ﹤0.01% | 352 |
|
|
2022
Q1 | $307K | Hold |
1,378
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $285K | Buy |
1,378
+415
| +43% | +$83.6K | ﹤0.01% | 312 |
|
|
2021
Q3 | $185K | Buy |
963
+29
| +3% | +$6.04K | ﹤0.01% | 318 |
|
|
2021
Q2 | $203K | Sell |
934
-353
| -27% | -$81.5K | ﹤0.01% | 326 |
|
|
2021
Q1 | $298K | Sell |
1,287
-64
| -5% | -$13.2K | ﹤0.01% | 307 |
|
|
2020
Q4 | $246K | Sell |
1,351
-170
| -11% | -$28.8K | ﹤0.01% | 314 |
|
|
2020
Q3 | $227K | Buy |
1,521
+488
| +47% | +$68.6K | ﹤0.01% | 309 |
|
|
2020
Q2 | $131K | Hold |
1,033
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $120K | Sell |
1,033
-1,452
| -58% | -$185K | ﹤0.01% | 358 |
|
|
2019
Q4 | $367K | Buy |
+2,485
| New | +$347K | ﹤0.01% | 317 |
|
|
2018
Q4 | – | Sell |
-154,259
| Closed | -$23.5M | – | 415 |
|
|
2018
Q3 | $23.5M | Sell |
154,259
-19,462
| -11% | -$2.75M | 0.07% | 105 |
|
|
2018
Q2 | $23.6M | Buy |
173,721
+74,721
| +75% | +$11.2M | 0.07% | 106 |
|
|
2018
Q1 | $14.6M | Buy |
+99,000
| New | +$15.6M | 0.04% | 141 |
|
|
2017
Q4 | – | Sell |
-93,099
| Closed | -$11.6M | – | 422 |
|
|
2017
Q3 | $11.6M | Sell |
93,099
-28,547
| -23% | -$3.29M | 0.03% | 168 |
|
|
2017
Q2 | $13.1M | Buy |
+121,646
| New | +$12.4M | 0.03% | 178 |
|
Other funds holding CAT
VCM
VPM
Cohen & Steers's CAT Position: Q1 2026 in Review
Cohen & Steers held its Caterpillar (CAT) position steady in Q1 2026 at 900 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #291.
Cohen & Steers first reported a position in CAT in Q2 2017 and has held it in 28 quarters since. The position peaked at $23.6M in Q2 2018. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Cohen & Steers held 900 shares of Caterpillar worth $638K as of Q1 2026.
- Cohen & Steers left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up ﹤0.01% of Cohen & Steers's portfolio in Q1 2026, its #291 holding.
- Cohen & Steers first reported a position in Caterpillar in Q2 2017 and has held it in 28 quarters since.
- Cohen & Steers's Caterpillar position peaked at $23.6M in Q2 2018.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.