E&G 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
Q1 | $1.74M | Buy |
2,449
+5
| +0.2% | +$3.46K | 0.39% | 54 |
|
|
2025
Q4 | $1.4M | Buy |
2,444
+100
| +4% | +$55.6K | 0.31% | 63 |
|
|
2025
Q3 | $1.12M | Buy |
2,344
+2
| +0.1% | +$854 | 0.26% | 76 |
|
|
2025
Q2 | $909K | Hold |
2,342
| – | – | 0.24% | 84 |
|
|
2025
Q1 | $772K | Hold |
2,342
| – | – | 0.22% | 92 |
|
|
2024
Q4 | $850K | Sell |
2,342
-100
| -4% | -$38.8K | 0.23% | 87 |
|
|
2024
Q3 | $955K | Sell |
2,442
-100
| -4% | -$34.5K | 0.26% | 78 |
|
|
2024
Q2 | $847K | Buy |
2,542
+130
| +5% | +$45.1K | 0.25% | 80 |
|
|
2024
Q1 | $884K | Buy |
2,412
+12
| +0.5% | +$3.83K | 0.28% | 77 |
|
|
2023
Q4 | $710K | Buy |
2,400
+100
| +4% | +$25.9K | 0.25% | 83 |
|
|
2023
Q3 | $628K | Sell |
2,300
-100
| -4% | -$27.1K | 0.23% | 94 |
|
|
2023
Q2 | $591K | Hold |
2,400
| – | – | 0.21% | 97 |
|
|
2023
Q1 | $549K | Sell |
2,400
-100
| -4% | -$24.2K | 0.2% | 107 |
|
|
2022
Q4 | $599K | Sell |
2,500
-400
| -14% | -$87.1K | 0.23% | 102 |
|
|
2022
Q3 | $476K | Sell |
2,900
-500
| -15% | -$91.3K | 0.18% | 115 |
|
|
2022
Q2 | $608K | Hold |
3,400
| – | – | 0.21% | 100 |
|
|
2022
Q1 | $758K | Sell |
3,400
-300
| -8% | -$62.9K | 0.21% | 94 |
|
|
2021
Q4 | $765K | Hold |
3,700
| – | – | 0.19% | 102 |
|
|
2021
Q3 | $710K | Buy |
+3,700
| New | +$771K | 0.19% | 101 |
|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$855K | – | 94 |
|
|
2021
Q1 | $858K | Sell |
3,700
-400
| -10% | -$82.8K | 0.25% | 79 |
|
|
2020
Q4 | $746K | Hold |
4,100
| – | – | 0.23% | 81 |
|
|
2020
Q3 | $612K | Hold |
4,100
| – | – | 0.21% | 88 |
|
|
2020
Q2 | $519K | Hold |
4,100
| – | – | 0.2% | 94 |
|
|
2020
Q1 | $476K | Sell |
4,100
-600
| -13% | -$76.6K | 0.24% | 86 |
|
|
2019
Q4 | $694K | Hold |
4,700
| – | – | 0.26% | 93 |
|
|
2019
Q3 | $594K | Hold |
4,700
| – | – | 0.24% | 100 |
|
|
2019
Q2 | $641K | Buy |
4,700
+100
| +2% | +$13.2K | 0.27% | 89 |
|
|
2019
Q1 | $623K | Sell |
4,600
-1,000
| -18% | -$133K | 0.27% | 93 |
|
|
2018
Q4 | $712K | Buy |
5,600
+800
| +17% | +$104K | 0.32% | 87 |
|
|
2018
Q3 | $732K | Buy |
4,800
+1,000
| +26% | +$141K | 0.28% | 91 |
|
|
2018
Q2 | $516K | Buy |
3,800
+1,500
| +65% | +$224K | 0.22% | 113 |
|
|
2018
Q1 | $339K | Hold |
2,300
| – | – | 0.15% | 138 |
|
|
2017
Q4 | $362K | Buy |
+2,300
| New | +$319K | 0.15% | 141 |
|
Other funds holding CAT
VCM
VPM
E&G Advisors's CAT Position: Q1 2026 in Review
E&G Advisors increased its Caterpillar (CAT) stake by 0.2% in Q1 2026, buying an estimated $3.46K and bringing the position to 2,449 shares worth $1.74M. The position accounts for 0.39% of the portfolio, ranked #54.
E&G Advisors first reported a position in CAT in Q4 2017 and has held it in 33 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- E&G Advisors held 2,449 shares of Caterpillar worth $1.74M as of Q1 2026.
- E&G Advisors bought 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
- Caterpillar made up 0.39% of E&G Advisors's portfolio in Q1 2026, its #54 holding.
- E&G Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 33 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.