Cornell Pochily Investment Advisors’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 | $8.31M | Sell |
7,800
-402
| -5% | -$353K | 2.23% | 7 |
|
|
2026
Q1 | $5.81M | Sell |
8,202
-56
| -0.7% | -$38.8K | 1.71% | 11 |
|
|
2025
Q4 | $4.73M | Sell |
8,258
-208
| -2% | -$116K | 1.37% | 18 |
|
|
2025
Q3 | $4.04M | Sell |
8,466
-317
| -4% | -$135K | 1.21% | 20 |
|
|
2025
Q2 | $3.41M | Buy |
8,783
+325
| +4% | +$108K | 1.12% | 21 |
|
|
2025
Q1 | $2.79M | Buy |
8,458
+41
| +0.5% | +$14.6K | 0.98% | 26 |
|
|
2024
Q4 | $3.05M | Buy |
8,417
+6
| +0.1% | +$2.33K | 1.07% | 23 |
|
|
2024
Q3 | $3.29M | Buy |
8,411
+1
| +0% | +$345 | 1.14% | 21 |
|
|
2024
Q2 | $2.8M | Sell |
8,410
-117
| -1% | -$40.6K | 1.07% | 23 |
|
|
2024
Q1 | $3.12M | Sell |
8,527
-120
| -1% | -$38.4K | 1.24% | 23 |
|
|
2023
Q4 | $2.56M | Buy |
8,647
+373
| +5% | +$96.8K | 1.06% | 23 |
|
|
2023
Q3 | $2.26M | Sell |
8,274
-43
| -0.5% | -$11.7K | 0.98% | 25 |
|
|
2023
Q2 | $2.05M | Buy |
8,317
+1,610
| +24% | +$359K | 0.84% | 29 |
|
|
2023
Q1 | $1.53M | Sell |
6,707
-256
| -4% | -$61.9K | 0.66% | 41 |
|
|
2022
Q4 | $1.67M | Sell |
6,963
-1,554
| -18% | -$338K | 0.74% | 36 |
|
|
2022
Q3 | $1.4M | Buy |
8,517
+75
| +0.9% | +$13.7K | 0.61% | 37 |
|
|
2022
Q2 | $1.51M | Buy |
8,442
+14
| +0.2% | +$2.95K | 0.67% | 41 |
|
|
2022
Q1 | $1.88M | Buy |
8,428
+1,644
| +24% | +$345K | 0.73% | 38 |
|
|
2021
Q4 | $1.4M | Buy |
6,784
+46
| +0.7% | +$9.26K | 0.55% | 50 |
|
|
2021
Q3 | $1.29M | Sell |
6,738
-99
| -1% | -$20.6K | 0.56% | 48 |
|
|
2021
Q2 | $1.49M | Buy |
6,837
+859
| +14% | +$198K | 0.65% | 46 |
|
|
2021
Q1 | $1.39M | Sell |
5,978
-372
| -6% | -$77K | 0.66% | 45 |
|
|
2020
Q4 | $1.16M | Sell |
6,350
-38
| -0.6% | -$6.44K | 0.56% | 48 |
|
|
2020
Q3 | $953K | Buy |
6,388
+35
| +0.6% | +$4.92K | 0.55% | 49 |
|
|
2020
Q2 | $804K | Buy |
6,353
+179
| +3% | +$21.2K | 0.5% | 56 |
|
|
2020
Q1 | $716K | Sell |
6,174
-80
| -1% | -$10.2K | 0.53% | 56 |
|
|
2019
Q4 | $923K | Sell |
6,254
-1,212
| -16% | -$169K | 0.55% | 50 |
|
|
2019
Q3 | $943K | Sell |
7,466
-964
| -11% | -$122K | 0.6% | 49 |
|
|
2019
Q2 | $1.15K | Buy |
8,430
+1,606
| +24% | +$212K | 0.29% | 47 |
|
|
2019
Q1 | $924K | Sell |
6,824
-928
| -12% | -$123K | 0.63% | 46 |
|
|
2018
Q4 | $985K | Buy |
7,752
+1,976
| +34% | +$257K | 0.64% | 42 |
|
|
2018
Q3 | $880K | Sell |
5,776
-20
| -0.3% | -$2.83K | 0.6% | 45 |
|
|
2018
Q2 | $786K | Buy |
5,796
+12
| +0.2% | +$1.79K | 0.54% | 52 |
|
|
2018
Q1 | $852K | Sell |
5,784
-264
| -4% | -$41.7K | 0.6% | 51 |
|
|
2017
Q4 | $953K | Buy |
+6,048
| New | +$839K | 0.62% | 47 |
|
Other funds holding CAT
Cornell Pochily Investment Advisors's CAT Position: Q2 2026 in Review
Cornell Pochily Investment Advisors reduced its Caterpillar (CAT) stake by 4.9% in Q2 2026, selling an estimated $353K and leaving 7,800 shares worth $8.31M. The position accounts for 2.23% of the portfolio, ranked #7.
Cornell Pochily Investment Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Cornell Pochily Investment Advisors held 7,800 shares of Caterpillar worth $8.31M as of Q2 2026.
- Cornell Pochily Investment Advisors sold 402 Caterpillar shares in Q2 2026, an estimated $353K.
- Caterpillar made up 2.23% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #7 holding.
- Cornell Pochily Investment Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.