Diligent Investors’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 | $1.89M | Sell |
1,771
-35
| -2% | -$30.7K | 0.42% | 59 |
|
|
2026
Q1 | $1.28M | Buy |
1,806
+104
| +6% | +$72K | 0.32% | 94 |
|
|
2025
Q4 | $975K | Sell |
1,702
-30
| -2% | -$16.7K | 0.24% | 119 |
|
|
2025
Q3 | $826K | Sell |
1,732
-2,802
| -62% | -$1.2M | 0.21% | 127 |
|
|
2025
Q2 | $1.76M | Buy |
4,534
+209
| +5% | +$69.7K | 0.42% | 60 |
|
|
2025
Q1 | $1.43M | Sell |
4,325
-475
| -10% | -$169K | 0.35% | 79 |
|
|
2024
Q4 | $1.74M | Sell |
4,800
-99
| -2% | -$38.4K | 0.4% | 61 |
|
|
2024
Q3 | $1.92M | Buy |
4,899
+126
| +3% | +$43.5K | 0.44% | 52 |
|
|
2024
Q2 | $1.59M | Buy |
4,773
+89
| +2% | +$30.9K | 0.39% | 67 |
|
|
2024
Q1 | $1.72M | Sell |
4,684
-33
| -0.7% | -$10.5K | 0.43% | 57 |
|
|
2023
Q4 | $1.39M | Sell |
4,717
-42
| -0.9% | -$10.9K | 0.38% | 70 |
|
|
2023
Q3 | $1.3M | Sell |
4,759
-100
| -2% | -$27.1K | 0.4% | 65 |
|
|
2023
Q2 | $1.2M | Sell |
4,859
-102
| -2% | -$22.7K | 0.35% | 68 |
|
|
2023
Q1 | $1.14M | Buy |
4,961
+20
| +0.4% | +$4.83K | 0.35% | 72 |
|
|
2022
Q4 | $1.18M | Buy |
4,941
+2
| +0% | +$435 | 0.39% | 64 |
|
|
2022
Q3 | $810K | Buy |
4,939
+1,906
| +63% | +$348K | 0.29% | 82 |
|
|
2022
Q2 | $542K | Sell |
3,033
-13
| -0.4% | -$2.74K | 0.19% | 130 |
|
|
2022
Q1 | $679K | Buy |
3,046
+126
| +4% | +$26.4K | 0.2% | 120 |
|
|
2021
Q4 | $604K | Buy |
2,920
+628
| +27% | +$126K | 0.17% | 128 |
|
|
2021
Q3 | $499K | Hold |
2,292
| – | – | 0.17% | 128 |
|
|
2021
Q2 | $499K | Sell |
2,292
-625
| -21% | -$144K | 0.17% | 129 |
|
|
2021
Q1 | $676K | Buy |
2,917
+1
| +0% | +$207 | 0.25% | 100 |
|
|
2020
Q4 | $531K | Buy |
2,916
+1
| +0% | +$170 | 0.21% | 110 |
|
|
2020
Q3 | $435K | Buy |
2,915
+1
| +0% | +$140 | 0.2% | 114 |
|
|
2020
Q2 | $369K | Buy |
2,914
+602
| +26% | +$71.4K | 0.18% | 122 |
|
|
2020
Q1 | $268K | Sell |
2,312
-632
| -21% | -$80.7K | 0.16% | 127 |
|
|
2019
Q4 | $435K | Buy |
2,944
+1
| +0% | +$140 | 0.2% | 107 |
|
|
2019
Q3 | $372K | Buy |
2,943
+90
| +3% | +$11.4K | 0.18% | 141 |
|
|
2019
Q2 | $389K | Buy |
2,853
+10
| +0.4% | +$1.32K | 0.19% | 122 |
|
|
2019
Q1 | $385K | Sell |
2,843
-200
| -7% | -$26.6K | 0.22% | 109 |
|
|
2018
Q4 | $387K | Buy |
3,043
+500
| +20% | +$65.1K | 0.25% | 101 |
|
|
2018
Q3 | $388K | Buy |
2,543
+95
| +4% | +$13.4K | 0.21% | 122 |
|
|
2018
Q2 | $332K | Buy |
2,448
+30
| +1% | +$4.48K | 0.2% | 131 |
|
|
2018
Q1 | $356K | Hold |
2,418
| – | – | 0.21% | 123 |
|
|
2017
Q4 | $381K | Hold |
2,418
| – | – | 0.24% | 114 |
|
|
2017
Q3 | $302K | Hold |
2,418
| – | – | 0.22% | 123 |
|
|
2017
Q2 | $260K | Hold |
2,418
| – | – | 0.18% | 135 |
|
|
2017
Q1 | $225K | Hold |
2,418
| – | – | 0.17% | 136 |
|
|
2016
Q4 | $224K | Hold |
2,418
| – | – | 0.18% | 139 |
|
|
2016
Q3 | $215K | Buy |
+2,418
| New | +$198K | 0.17% | 145 |
|
Other funds holding CAT
ECSS
MG
SMDAM
Diligent Investors's CAT Position: Q2 2026 in Review
Diligent Investors reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $30.7K and leaving 1,771 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #59.
Diligent Investors first reported a position in CAT in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.92M in Q3 2024. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Diligent Investors held 1,771 shares of Caterpillar worth $1.89M as of Q2 2026.
- Diligent Investors sold 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
- Caterpillar made up 0.42% of Diligent Investors's portfolio in Q2 2026, its #59 holding.
- Diligent Investors first reported a position in Caterpillar in Q3 2016 and has held it in 40 quarters since.
- Diligent Investors's Caterpillar position peaked at $1.92M in Q3 2024.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.