Eagle Global 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 | $33.6M | Sell |
31,587
-7
| -0% | -$6.15K | 1.11% | 24 |
|
|
2026
Q1 | $22.4M | Buy |
31,594
+569
| +2% | +$394K | 0.81% | 29 |
|
|
2025
Q4 | $17.8M | Buy |
31,025
+302
| +1% | +$168K | 0.66% | 41 |
|
|
2025
Q3 | $14.7M | Sell |
30,723
-404
| -1% | -$172K | 0.56% | 44 |
|
|
2025
Q2 | $12.1M | Sell |
31,127
-895
| -3% | -$298K | 0.49% | 51 |
|
|
2025
Q1 | $10.6M | Buy |
32,022
+1,880
| +6% | +$670K | 0.43% | 53 |
|
|
2024
Q4 | $10.9M | Buy |
30,142
+375
| +1% | +$145K | 0.45% | 52 |
|
|
2024
Q3 | $11.6M | Buy |
29,767
+678
| +2% | +$234K | 0.58% | 42 |
|
|
2024
Q2 | $9.69M | Buy |
29,089
+874
| +3% | +$303K | 0.51% | 53 |
|
|
2024
Q1 | $10.3M | Sell |
28,215
-55
| -0.2% | -$17.6K | 0.58% | 49 |
|
|
2023
Q4 | $8.36M | Buy |
28,270
+927
| +3% | +$240K | 0.51% | 56 |
|
|
2023
Q3 | $7.46M | Sell |
27,343
-104
| -0.4% | -$28.2K | 0.48% | 60 |
|
|
2023
Q2 | $6.75M | Sell |
27,447
-1,809
| -6% | -$403K | 0.44% | 62 |
|
|
2023
Q1 | $6.69M | Buy |
29,256
+721
| +3% | +$174K | 0.45% | 60 |
|
|
2022
Q4 | $6.84M | Sell |
28,535
-135
| -0.5% | -$29.4K | 0.47% | 55 |
|
|
2022
Q3 | $4.7M | Sell |
28,670
-667
| -2% | -$122K | 0.35% | 71 |
|
|
2022
Q2 | $5.24M | Sell |
29,337
-310
| -1% | -$65.3K | 0.39% | 71 |
|
|
2022
Q1 | $6.61M | Buy |
29,647
+746
| +3% | +$156K | 0.41% | 67 |
|
|
2021
Q4 | $5.97M | Buy |
28,901
+350
| +1% | +$70.5K | 0.38% | 73 |
|
|
2021
Q3 | $5.48M | Buy |
28,551
+568
| +2% | +$118K | 0.36% | 75 |
|
|
2021
Q2 | $6.09M | Buy |
27,983
+560
| +2% | +$129K | 0.39% | 69 |
|
|
2021
Q1 | $6.36M | Buy |
27,423
+1,070
| +4% | +$222K | 0.47% | 60 |
|
|
2020
Q4 | $4.8M | Buy |
26,353
+229
| +0.9% | +$38.8K | 0.38% | 69 |
|
|
2020
Q3 | $3.9M | Sell |
26,124
-194
| -0.7% | -$27.3K | 0.35% | 76 |
|
|
2020
Q2 | $3.33M | Buy |
26,318
+6
| +0% | +$711 | 0.3% | 79 |
|
|
2020
Q1 | $3.05M | Buy |
26,312
+2,322
| +10% | +$297K | 0.31% | 74 |
|
|
2019
Q4 | $3.54M | Buy |
23,990
+1,283
| +6% | +$179K | 0.18% | 90 |
|
|
2019
Q3 | $2.87M | Buy |
22,707
+780
| +4% | +$99.1K | 0.12% | 101 |
|
|
2019
Q2 | $2.99M | Sell |
21,927
-191
| -0.9% | -$25.2K | 0.12% | 96 |
|
|
2019
Q1 | $3M | Buy |
22,118
+5,396
| +32% | +$717K | 0.12% | 102 |
|
|
2018
Q4 | $2.13M | Sell |
16,722
-34,299
| -67% | -$4.46M | 0.09% | 113 |
|
|
2018
Q3 | $7.78M | Sell |
51,021
-169
| -0.3% | -$23.9K | 0.24% | 74 |
|
|
2018
Q2 | $6.95M | Buy |
+51,190
| New | +$7.65M | 0.22% | 75 |
|
|
2013
Q4 | – | Sell |
-19,260
| Closed | -$1.61M | – | 237 |
|
|
2013
Q3 | $1.61M | Sell |
19,260
-32,035
| -62% | -$2.71M | 0.06% | 146 |
|
|
2013
Q2 | $4.23M | Buy |
+51,295
| New | +$4.36M | 0.16% | 107 |
|
Other funds holding CAT
ECSS
SMDAM
AIM
Eagle Global Advisors's CAT Position: Q2 2026 in Review
Eagle Global Advisors reduced its Caterpillar (CAT) stake by 0.02% in Q2 2026, selling an estimated $6.15K and leaving 31,587 shares worth $33.6M. The position accounts for 1.11% of the portfolio, ranked #24.
Eagle Global Advisors first reported a position in CAT in Q2 2013 and has held it in 35 quarters since. 1,890 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Eagle Global Advisors held 31,587 shares of Caterpillar worth $33.6M as of Q2 2026.
- Eagle Global Advisors sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
- Caterpillar made up 1.11% of Eagle Global Advisors's portfolio in Q2 2026, its #24 holding.
- Eagle Global Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 35 quarters since.
- 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.