Financial Management Professionals’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 | $113K | Buy |
106
+2
| +2% | +$1.76K | 0.01% | 214 |
|
|
2026
Q1 | $73.7K | Buy |
104
+4
| +4% | +$2.77K | 0.01% | 225 |
|
|
2025
Q4 | $57.3K | Sell |
100
-72
| -42% | -$40K | 0.01% | 243 |
|
|
2025
Q3 | $82.1K | Sell |
172
-3
| -2% | -$1.28K | 0.01% | 214 |
|
|
2025
Q2 | $67.9K | Sell |
175
-375
| -68% | -$125K | 0.01% | 219 |
|
|
2025
Q1 | $181K | Sell |
550
-13
| -2% | -$4.63K | 0.02% | 144 |
|
|
2024
Q4 | $204K | Buy |
563
+144
| +34% | +$55.8K | 0.03% | 141 |
|
|
2024
Q3 | $164K | Sell |
419
-9
| -2% | -$3.11K | 0.02% | 160 |
|
|
2024
Q2 | $143K | Hold |
428
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $157K | Sell |
428
-14
| -3% | -$4.47K | 0.02% | 162 |
|
|
2023
Q4 | $131K | Sell |
442
-171
| -28% | -$44.4K | 0.02% | 157 |
|
|
2023
Q3 | $167K | Buy |
613
+188
| +44% | +$51K | 0.03% | 134 |
|
|
2023
Q2 | $105K | Sell |
425
-1
| -0.2% | -$223 | 0.02% | 179 |
|
|
2023
Q1 | $97K | Buy |
426
+349
| +453% | +$84.4K | 0.02% | 206 |
|
|
2022
Q4 | $18K | Buy |
77
+9
| +13% | +$1.96K | ﹤0.01% | 392 |
|
|
2022
Q3 | $11K | Buy |
68
+10
| +17% | +$1.83K | ﹤0.01% | 454 |
|
|
2022
Q2 | $10K | Sell |
58
-43
| -43% | -$9.06K | ﹤0.01% | 497 |
|
|
2022
Q1 | $23K | Sell |
101
-198
| -66% | -$41.5K | 0.01% | 332 |
|
|
2021
Q4 | $62K | Sell |
299
-4
| -1% | -$805 | 0.01% | 226 |
|
|
2021
Q3 | $58K | Sell |
303
-149
| -33% | -$31K | 0.01% | 234 |
|
|
2021
Q2 | $98K | Buy |
452
+42
| +10% | +$9.7K | 0.03% | 151 |
|
|
2021
Q1 | $95K | Buy |
410
+14
| +4% | +$2.9K | 0.03% | 140 |
|
|
2020
Q4 | $72K | Buy |
396
+12
| +3% | +$2.04K | 0.02% | 167 |
|
|
2020
Q3 | $57K | Buy |
384
+355
| +1,224% | +$49.9K | 0.02% | 183 |
|
|
2020
Q2 | $4K | Buy |
+29
| New | +$3.44K | ﹤0.01% | 406 |
|
|
2016
Q2 | – | Sell |
-150
| Closed | -$11K | – | 422 |
|
|
2016
Q1 | $11K | Hold |
150
| – | – | 0.01% | 135 |
|
|
2015
Q4 | $10K | Hold |
150
| – | – | 0.01% | 147 |
|
|
2015
Q3 | $10K | Hold |
150
| – | – | 0.01% | 159 |
|
|
2015
Q2 | $12K | Hold |
150
| – | – | 0.01% | 159 |
|
|
2015
Q1 | $12K | Hold |
150
| – | – | 0.01% | 164 |
|
|
2014
Q4 | $14K | Hold |
150
| – | – | 0.01% | 170 |
|
|
2014
Q3 | $14K | Hold |
150
| – | – | 0.01% | 152 |
|
|
2014
Q2 | $16K | Sell |
150
-100
| -40% | -$10.5K | 0.01% | 143 |
|
|
2014
Q1 | $25K | Hold |
250
| – | – | 0.02% | 118 |
|
|
2013
Q4 | $23K | Hold |
250
| – | – | 0.02% | 126 |
|
|
2013
Q3 | $21K | Hold |
250
| – | – | 0.01% | 135 |
|
|
2013
Q2 | $21K | Buy |
+250
| New | +$21.3K | 0.02% | 125 |
|
Other funds holding CAT
ECSS
SMDAM
ATO
RG
Financial Management Professionals's CAT Position: Q2 2026 in Review
Financial Management Professionals increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $1.76K and bringing the position to 106 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #214.
Financial Management Professionals first reported a position in CAT in Q2 2013 and has held it in 37 quarters since. The position peaked at $204K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Financial Management Professionals held 106 shares of Caterpillar worth $113K as of Q2 2026.
- Financial Management Professionals bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
- Caterpillar made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #214 holding.
- Financial Management Professionals first reported a position in Caterpillar in Q2 2013 and has held it in 37 quarters since.
- Financial Management Professionals's Caterpillar position peaked at $204K in Q4 2024.
- 1,660 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.