F.L. Putnam Investment Management’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 | $20.2M | Buy |
18,961
+67
| +0.4% | +$58.9K | 0.24% | 79 |
|
|
2026
Q1 | $13.4M | Buy |
18,894
+648
| +4% | +$449K | 0.2% | 95 |
|
|
2025
Q4 | $10.5M | Buy |
18,246
+1,665
| +10% | +$925K | 0.15% | 117 |
|
|
2025
Q3 | $7.91M | Buy |
16,581
+328
| +2% | +$140K | 0.12% | 135 |
|
|
2025
Q2 | $6.31M | Sell |
16,253
-270
| -2% | -$90K | 0.11% | 146 |
|
|
2025
Q1 | $5.45M | Buy |
16,523
+195
| +1% | +$69.5K | 0.1% | 147 |
|
|
2024
Q4 | $5.92M | Buy |
16,328
+600
| +4% | +$233K | 0.11% | 146 |
|
|
2024
Q3 | $6.15M | Buy |
15,728
+505
| +3% | +$174K | 0.11% | 150 |
|
|
2024
Q2 | $5.07M | Buy |
15,223
+10,717
| +238% | +$3.72M | 0.1% | 157 |
|
|
2024
Q1 | $1.65M | Buy |
4,506
+401
| +10% | +$128K | 0.04% | 219 |
|
|
2023
Q4 | $1.21M | Sell |
4,105
-508
| -11% | -$132K | 0.03% | 242 |
|
|
2023
Q3 | $1.26M | Buy |
4,613
+17
| +0.4% | +$4.61K | 0.03% | 247 |
|
|
2023
Q2 | $1.13M | Buy |
4,596
+254
| +6% | +$56.6K | 0.03% | 263 |
|
|
2023
Q1 | $994K | Buy |
4,342
+84
| +2% | +$20.3K | 0.03% | 233 |
|
|
2022
Q4 | $1.02M | Buy |
4,258
+16
| +0.4% | +$3.48K | 0.04% | 224 |
|
|
2022
Q3 | $696K | Sell |
4,242
-1,459
| -26% | -$267K | 0.03% | 243 |
|
|
2022
Q2 | $1.02M | Buy |
5,701
+1,978
| +53% | +$417K | 0.04% | 229 |
|
|
2022
Q1 | $829K | Buy |
3,723
+107
| +3% | +$22.4K | 0.03% | 238 |
|
|
2021
Q4 | $747K | Sell |
3,616
-58
| -2% | -$11.7K | 0.02% | 256 |
|
|
2021
Q3 | $705K | Sell |
3,674
-829
| -18% | -$173K | 0.02% | 246 |
|
|
2021
Q2 | $980K | Buy |
4,503
+200
| +5% | +$46.2K | 0.03% | 221 |
|
|
2021
Q1 | $998K | Buy |
4,303
+307
| +8% | +$63.6K | 0.04% | 192 |
|
|
2020
Q4 | $727K | Buy |
3,996
+1,000
| +33% | +$170K | 0.03% | 201 |
|
|
2020
Q3 | $447K | Buy |
2,996
+550
| +22% | +$77.3K | 0.02% | 214 |
|
|
2020
Q2 | $309K | Sell |
2,446
-147
| -6% | -$17.4K | 0.02% | 246 |
|
|
2020
Q1 | $301K | Buy |
2,593
+205
| +9% | +$26.2K | 0.02% | 233 |
|
|
2019
Q4 | $353K | Buy |
2,388
+267
| +13% | +$37.3K | 0.02% | 248 |
|
|
2019
Q3 | $268K | Buy |
2,121
+1,101
| +108% | +$140K | 0.02% | 252 |
|
|
2019
Q2 | $139K | Buy |
+1,020
| New | +$135K | 0.01% | 236 |
|
|
2018
Q3 | – | Sell |
-10,976
| Closed | -$1.49M | – | 221 |
|
|
2018
Q2 | $1.49M | Buy |
+10,976
| New | +$1.64M | 0.14% | 122 |
|
Other funds holding CAT
F.L. Putnam Investment Management's CAT Position: Q2 2026 in Review
F.L. Putnam Investment Management increased its Caterpillar (CAT) stake by 0.35% in Q2 2026, buying an estimated $58.9K and bringing the position to 18,961 shares worth $20.2M. The position accounts for 0.24% of the portfolio, ranked #79.
F.L. Putnam Investment Management first reported a position in CAT in Q2 2018 and has held it in 30 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- F.L. Putnam Investment Management held 18,961 shares of Caterpillar worth $20.2M as of Q2 2026.
- F.L. Putnam Investment Management bought 67 Caterpillar shares in Q2 2026, an estimated $58.9K.
- Caterpillar made up 0.24% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #79 holding.
- F.L. Putnam Investment Management first reported a position in Caterpillar in Q2 2018 and has held it in 30 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.