Commonwealth Equity Services’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 | $330M | Sell |
309,841
-19,996
| -6% | -$17.6M | 0.41% | 37 |
|
|
2026
Q1 | $234M | Sell |
329,837
-25,659
| -7% | -$17.8M | 0.33% | 54 |
|
|
2025
Q4 | $204M | Sell |
355,496
-27,760
| -7% | -$15.4M | 0.27% | 67 |
|
|
2025
Q3 | $183M | Sell |
383,256
-22,404
| -6% | -$9.56M | 0.24% | 78 |
|
|
2025
Q2 | $157M | Sell |
405,660
-33,300
| -8% | -$11.1M | 0.21% | 86 |
|
|
2025
Q1 | $145M | Buy |
438,960
+4,186
| +1% | +$1.49M | 0.2% | 87 |
|
|
2024
Q4 | $158M | Sell |
434,774
-799
| -0.2% | -$310K | 0.23% | 75 |
|
|
2024
Q3 | $170M | Sell |
435,573
-5,333
| -1% | -$1.84M | 0.26% | 73 |
|
|
2024
Q2 | $147M | Sell |
440,906
-2,007
| -0.5% | -$696K | 0.23% | 76 |
|
|
2024
Q1 | $162M | Buy |
442,913
+5,211
| +1% | +$1.67M | 0.27% | 70 |
|
|
2023
Q4 | $129M | Sell |
437,702
-6,369
| -1% | -$1.65M | 0.24% | 80 |
|
|
2023
Q3 | $121M | Buy |
444,071
+3,838
| +0.9% | +$1.04M | 0.25% | 80 |
|
|
2023
Q2 | $108M | Buy |
440,233
+8,713
| +2% | +$1.94M | 0.22% | 89 |
|
|
2023
Q1 | $98.7K | Buy |
431,520
+1,184
| +0.3% | +$286K | 0.21% | 93 |
|
|
2022
Q4 | $103M | Buy |
430,336
+2,672
| +0.6% | +$582K | 0.25% | 77 |
|
|
2022
Q3 | $70.2M | Buy |
427,664
+2,301
| +0.5% | +$420K | 0.18% | 106 |
|
|
2022
Q2 | $76M | Sell |
425,363
-5,955
| -1% | -$1.25M | 0.2% | 100 |
|
|
2022
Q1 | $96.1M | Buy |
431,318
+7,535
| +2% | +$1.58M | 0.22% | 88 |
|
|
2021
Q4 | $87.6M | Buy |
423,783
+15,160
| +4% | +$3.05M | 0.2% | 99 |
|
|
2021
Q3 | $78.4M | Buy |
408,623
+18,137
| +5% | +$3.78M | 0.2% | 97 |
|
|
2021
Q2 | $85M | Buy |
390,486
+11,774
| +3% | +$2.72M | 0.22% | 89 |
|
|
2021
Q1 | $87.8M | Sell |
378,712
-1,004
| -0.3% | -$208K | 0.25% | 80 |
|
|
2020
Q4 | $69.1M | Sell |
379,716
-4,450
| -1% | -$755K | 0.21% | 99 |
|
|
2020
Q3 | $57.3M | Sell |
384,166
-5,036
| -1% | -$707K | 0.2% | 106 |
|
|
2020
Q2 | $49.2M | Buy |
389,202
+8,283
| +2% | +$982K | 0.19% | 111 |
|
|
2020
Q1 | $44.2M | Buy |
380,919
+46,828
| +14% | +$5.98M | 0.21% | 106 |
|
|
2019
Q4 | $49.3M | Buy |
334,091
+3,342
| +1% | +$466K | 0.19% | 110 |
|
|
2019
Q3 | $41.8M | Sell |
330,749
-14,030
| -4% | -$1.78M | 0.18% | 116 |
|
|
2019
Q2 | $47M | Buy |
344,779
+12,011
| +4% | +$1.59M | 0.21% | 97 |
|
|
2019
Q1 | $45.1M | Buy |
332,768
+16,576
| +5% | +$2.2M | 0.21% | 98 |
|
|
2018
Q4 | $40.2M | Buy |
316,192
+3,280
| +1% | +$427K | 0.21% | 95 |
|
|
2018
Q3 | $47.7M | Buy |
312,912
+5,130
| +2% | +$726K | 0.23% | 92 |
|
|
2018
Q2 | $41.8M | Buy |
307,782
+5,405
| +2% | +$808K | 0.22% | 98 |
|
|
2018
Q1 | $44.6M | Sell |
302,377
-8,010
| -3% | -$1.26M | 0.24% | 92 |
|
|
2017
Q4 | $48.9M | Buy |
310,387
+2,987
| +1% | +$414K | 0.27% | 88 |
|
|
2017
Q3 | $38.3M | Buy |
307,400
+7,975
| +3% | +$918K | 0.23% | 98 |
|
|
2017
Q2 | $32.2M | Buy |
299,425
+9,018
| +3% | +$916K | 0.2% | 104 |
|
|
2017
Q1 | $26.9M | Buy |
290,407
+4,764
| +2% | +$451K | 0.18% | 116 |
|
|
2016
Q4 | $26.5M | Buy |
285,643
+34,743
| +14% | +$3.15M | 0.2% | 107 |
|
|
2016
Q3 | $22.3M | Sell |
250,900
-227
| -0.1% | -$18.6K | 0.18% | 125 |
|
|
2016
Q2 | $19M | Buy |
251,127
+11,892
| +5% | +$891K | 0.16% | 135 |
|
|
2016
Q1 | $18.3M | Buy |
239,235
+7,884
| +3% | +$529K | 0.16% | 130 |
|
|
2015
Q4 | $15.7M | Buy |
231,351
+1,363
| +0.6% | +$95.3K | 0.15% | 142 |
|
|
2015
Q3 | $15M | Buy |
229,988
+9,848
| +4% | +$753K | 0.16% | 138 |
|
|
2015
Q2 | $18.7M | Buy |
220,140
+11,976
| +6% | +$1.03M | 0.19% | 115 |
|
|
2015
Q1 | $16.7M | Buy |
208,164
+19,276
| +10% | +$1.6M | 0.17% | 123 |
|
|
2014
Q4 | $17.3M | Buy |
188,888
+19,157
| +11% | +$1.86M | 0.19% | 107 |
|
|
2014
Q3 | $16.8M | Sell |
169,731
-15,566
| -8% | -$1.65M | 0.2% | 103 |
|
|
2014
Q2 | $20.1M | Sell |
185,297
-14,164
| -7% | -$1.49M | 0.25% | 82 |
|
|
2014
Q1 | $19.8M | Buy |
199,461
+1,319
| +0.7% | +$124K | 0.27% | 74 |
|
|
2013
Q4 | $18M | Buy |
198,142
+12,964
| +7% | +$1.11M | 0.26% | 81 |
|
|
2013
Q3 | $15.4M | Buy |
185,178
+3,989
| +2% | +$337K | 0.25% | 85 |
|
|
2013
Q2 | $14.9M | Buy |
+181,189
| New | +$15.4M | 0.26% | 87 |
|
Other funds holding CAT
Commonwealth Equity Services's CAT Position: Q2 2026 in Review
Commonwealth Equity Services reduced its Caterpillar (CAT) stake by 6.1% in Q2 2026, selling an estimated $17.6M and leaving 309,841 shares worth $330M. The position accounts for 0.41% of the portfolio, ranked #37.
Commonwealth Equity Services first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Commonwealth Equity Services held 309,841 shares of Caterpillar worth $330M as of Q2 2026.
- Commonwealth Equity Services sold 19,996 Caterpillar shares in Q2 2026, an estimated $17.6M.
- Caterpillar made up 0.41% of Commonwealth Equity Services's portfolio in Q2 2026, its #37 holding.
- Commonwealth Equity Services first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.