Consolidated Capital Management’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 | $9.43M | Sell |
13,306
-802
| -6% | -$555K | 3.04% | 16 |
|
|
2025
Q4 | $8.08M | Buy |
14,108
+5,152
| +58% | +$2.86M | 2.45% | 15 |
|
|
2025
Q3 | $4.27M | Sell |
8,956
-2,397
| -21% | -$1.02M | 1.51% | 25 |
|
|
2025
Q2 | $4.41M | Buy |
11,353
+1,107
| +11% | +$369K | 1.59% | 26 |
|
|
2025
Q1 | $3.38M | Buy |
10,246
+626
| +7% | +$223K | 1.4% | 25 |
|
|
2024
Q4 | $3.49M | Sell |
9,620
-188
| -2% | -$72.9K | 1.52% | 22 |
|
|
2024
Q3 | $3.84M | Sell |
9,808
-1,045
| -10% | -$361K | 1.67% | 20 |
|
|
2024
Q2 | $3.62M | Sell |
10,853
-5,434
| -33% | -$1.88M | 1.73% | 21 |
|
|
2024
Q1 | $5.97M | Sell |
16,287
-543
| -3% | -$174K | 2.86% | 14 |
|
|
2023
Q4 | $4.98M | Sell |
16,830
-4,858
| -22% | -$1.26M | 2.65% | 15 |
|
|
2023
Q3 | $5.92M | Sell |
21,688
-548
| -2% | -$149K | 3.14% | 8 |
|
|
2023
Q2 | $5.47M | Buy |
22,236
+27
| +0.1% | +$6.02K | 2.69% | 10 |
|
|
2023
Q1 | $5.08M | Sell |
22,209
-5,932
| -21% | -$1.43M | 2.74% | 9 |
|
|
2022
Q4 | $6.74M | Sell |
28,141
-1,689
| -6% | -$368K | 4.02% | 6 |
|
|
2022
Q3 | $4.89M | Sell |
29,830
-1,161
| -4% | -$212K | 3.07% | 9 |
|
|
2022
Q2 | $5.54M | Sell |
30,991
-279
| -0.9% | -$58.8K | 3.32% | 12 |
|
|
2022
Q1 | $6.97M | Sell |
31,270
-381
| -1% | -$79.9K | 3.15% | 11 |
|
|
2021
Q4 | $6.54M | Buy |
31,651
+296
| +0.9% | +$59.6K | 2.9% | 18 |
|
|
2021
Q3 | $6.02M | Buy |
31,355
+431
| +1% | +$89.8K | 2.83% | 19 |
|
|
2021
Q2 | $6.73M | Buy |
30,924
+503
| +2% | +$116K | 3.11% | 14 |
|
|
2021
Q1 | $7.05M | Buy |
30,421
+2,891
| +11% | +$598K | 3.52% | 12 |
|
|
2020
Q4 | $5.01M | Sell |
27,530
-6,436
| -19% | -$1.09M | 3.2% | 13 |
|
|
2020
Q3 | $5.07M | Buy |
33,966
+235
| +0.7% | +$33K | 2.65% | 16 |
|
|
2020
Q2 | $4.27M | Buy |
33,731
+9,755
| +41% | +$1.16M | 2.54% | 17 |
|
|
2020
Q1 | $2.78M | Buy |
23,976
+673
| +3% | +$86K | 2.18% | 18 |
|
|
2019
Q4 | $3.44M | Sell |
23,303
-596
| -2% | -$83.2K | 2.29% | 18 |
|
|
2019
Q3 | $3.02M | Sell |
23,899
-2,184
| -8% | -$277K | 2.18% | 20 |
|
|
2019
Q2 | $3.56M | Sell |
26,083
-797
| -3% | -$105K | 2.36% | 20 |
|
|
2019
Q1 | $3.64M | Sell |
26,880
-3,626
| -12% | -$482K | 2.28% | 20 |
|
|
2018
Q4 | $3.88M | Buy |
30,506
+11,194
| +58% | +$1.46M | 3.14% | 13 |
|
|
2018
Q3 | $2.94M | Buy |
19,312
+129
| +0.7% | +$18.2K | 1.93% | 18 |
|
|
2018
Q2 | $2.6M | Buy |
19,183
+4,016
| +26% | +$600K | 1.94% | 18 |
|
|
2018
Q1 | $2.23M | Buy |
15,167
+1,336
| +10% | +$211K | 1.78% | 18 |
|
|
2017
Q4 | $2.18M | Buy |
13,831
+1,692
| +14% | +$235K | 2.25% | 17 |
|
|
2017
Q3 | $1.51M | Buy |
12,139
+121
| +1% | +$13.9K | 1.94% | 18 |
|
|
2017
Q2 | $1.29M | Buy |
12,018
+39
| +0.3% | +$3.96K | 1.92% | 19 |
|
|
2017
Q1 | $1.11M | Buy |
+11,979
| New | +$1.13M | 1.72% | 24 |
|
Other funds holding CAT
VCM
VPM
Consolidated Capital Management's CAT Position: Q1 2026 in Review
Consolidated Capital Management reduced its Caterpillar (CAT) stake by 5.7% in Q1 2026, selling an estimated $555K and leaving 13,306 shares worth $9.43M. The position accounts for 3.04% of the portfolio, ranked #16.
Consolidated Capital Management first reported a position in CAT in Q1 2017 and has held it in 37 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Consolidated Capital Management held 13,306 shares of Caterpillar worth $9.43M as of Q1 2026.
- Consolidated Capital Management sold 802 Caterpillar shares in Q1 2026, an estimated $555K.
- Caterpillar made up 3.04% of Consolidated Capital Management's portfolio in Q1 2026, its #16 holding.
- Consolidated Capital Management first reported a position in Caterpillar in Q1 2017 and has held it in 37 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.