Edgar Lomax Company’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 | – | Sell |
-11,520
| Closed | -$6.6M | – | 58 |
|
|
2025
Q4 | $6.6M | Sell |
11,520
-230
| -2% | -$128K | 0.5% | 48 |
|
|
2025
Q3 | $5.61M | Sell |
11,750
-3,430
| -23% | -$1.46M | 0.44% | 43 |
|
|
2025
Q2 | $5.89M | Sell |
15,180
-220
| -1% | -$73.3K | 0.37% | 44 |
|
|
2025
Q1 | $5.08M | Sell |
15,400
-62,693
| -80% | -$22.3M | 0.32% | 47 |
|
|
2024
Q4 | $28.3M | Sell |
78,093
-1,495
| -2% | -$580K | 1.83% | 24 |
|
|
2024
Q3 | $31.1M | Sell |
79,588
-1,235
| -2% | -$426K | 1.9% | 21 |
|
|
2024
Q2 | $26.9M | Sell |
80,823
-1,380
| -2% | -$479K | 1.74% | 24 |
|
|
2024
Q1 | $30.1M | Sell |
82,203
-22,182
| -21% | -$7.09M | 1.86% | 20 |
|
|
2023
Q4 | $30.9M | Sell |
104,385
-4,025
| -4% | -$1.04M | 2.02% | 21 |
|
|
2023
Q3 | $29.6M | Sell |
108,410
-1,912
| -2% | -$519K | 2.02% | 22 |
|
|
2023
Q2 | $27.1M | Sell |
110,322
-1,488
| -1% | -$332K | 1.79% | 25 |
|
|
2023
Q1 | $25.6M | Buy |
+111,810
| New | +$27M | 1.65% | 25 |
|
|
2021
Q1 | – | Sell |
-151,050
| Closed | -$27.5M | – | 67 |
|
|
2020
Q4 | $27.5M | Sell |
151,050
-2,700
| -2% | -$458K | 1.87% | 23 |
|
|
2020
Q3 | $22.9M | Buy |
153,750
+6,700
| +5% | +$941K | 1.77% | 25 |
|
|
2020
Q2 | $18.6M | Buy |
147,050
+2,925
| +2% | +$347K | 1.49% | 26 |
|
|
2020
Q1 | $16.7M | Buy |
+144,125
| New | +$18.4M | 1.49% | 26 |
|
|
2018
Q1 | – | Sell |
-305,765
| Closed | -$48.2M | – | 64 |
|
|
2017
Q4 | $48.2M | Sell |
305,765
-9,015
| -3% | -$1.25M | 3.29% | 9 |
|
|
2017
Q3 | $39.3M | Sell |
314,780
-16,814
| -5% | -$1.94M | 2.77% | 14 |
|
|
2017
Q2 | $35.6M | Sell |
331,594
-9,675
| -3% | -$983K | 2.44% | 17 |
|
|
2017
Q1 | $31.7M | Sell |
341,269
-174,355
| -34% | -$16.5M | 2.12% | 19 |
|
|
2016
Q4 | $47.8M | Sell |
515,624
-45,998
| -8% | -$4.17M | 3.07% | 12 |
|
|
2016
Q3 | $49.9M | Sell |
561,622
-250
| -0% | -$20.5K | 3.09% | 13 |
|
|
2016
Q2 | $42.6M | Buy |
561,872
+26,522
| +5% | +$1.99M | 2.67% | 13 |
|
|
2016
Q1 | $41M | Buy |
535,350
+125,500
| +31% | +$8.42M | 2.81% | 13 |
|
|
2015
Q4 | $27.9M | Sell |
409,850
-39,900
| -9% | -$2.79M | 2.04% | 18 |
|
|
2015
Q3 | $29.4M | Sell |
449,750
-15,600
| -3% | -$1.19M | 2.23% | 18 |
|
|
2015
Q2 | $39.5M | Sell |
465,350
-4,300
| -0.9% | -$370K | 2.65% | 15 |
|
|
2015
Q1 | $37.6M | Buy |
469,650
+162,900
| +53% | +$13.5M | 2.45% | 17 |
|
|
2014
Q4 | $28.1M | Buy |
+306,750
| New | +$29.9M | 1.76% | 21 |
|
|
2014
Q1 | – | Sell |
-136,600
| Closed | -$12.4M | – | 61 |
|
|
2013
Q4 | $12.4M | Buy |
+136,600
| New | +$11.7M | 0.94% | 37 |
|
Other funds holding CAT
VCM
VPM
Edgar Lomax Company's CAT Position: Q1 2026 in Review
Edgar Lomax Company sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 11,520 shares — an estimated $6.6M sold.
Edgar Lomax Company first reported a position in CAT in Q4 2013 and held it in 30 quarters. The position peaked at $49.9M in Q3 2016. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Edgar Lomax Company reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
- Edgar Lomax Company sold 11,520 Caterpillar shares in Q1 2026, an estimated $6.6M.
- Edgar Lomax Company first reported a position in Caterpillar in Q4 2013 and held it in 30 quarters.
- Edgar Lomax Company's Caterpillar position peaked at $49.9M in Q3 2016.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Edgar Lomax Company's 13F filing for Q1 2026, filed 12 May 2026.