Founders Capital Management (Texas)’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 | $228K | Buy |
214
+34
| +19% | +$29.9K | 0.1% | 61 |
|
|
2026
Q1 | $128K | Hold |
180
| – | – | 0.06% | 73 |
|
|
2025
Q4 | $103K | Hold |
180
| – | – | 0.05% | 85 |
|
|
2025
Q3 | $85.9K | Hold |
180
| – | – | 0.05% | 94 |
|
|
2025
Q2 | $69.9K | Hold |
180
| – | – | 0.04% | 109 |
|
|
2025
Q1 | $59.4K | Sell |
180
-47
| -21% | -$16.7K | 0.04% | 120 |
|
|
2024
Q4 | $82.5K | Hold |
227
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $88.9K | Buy |
227
+8
| +4% | +$2.76K | 0.05% | 89 |
|
|
2024
Q2 | $73.1K | Hold |
219
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $80.4K | Sell |
219
-30
| -12% | -$9.59K | 0.05% | 102 |
|
|
2023
Q4 | $73.7K | Sell |
249
-13
| -5% | -$3.37K | 0.05% | 104 |
|
|
2023
Q3 | $71.7K | Buy |
262
+137
| +110% | +$37.2K | 0.05% | 101 |
|
|
2023
Q2 | $30.8K | Buy |
125
+14
| +13% | +$3.12K | 0.02% | 184 |
|
|
2023
Q1 | $25K | Buy |
111
+31
| +39% | +$7.49K | 0.02% | 204 |
|
|
2022
Q4 | $19K | Hold |
80
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $13K | Hold |
80
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $14K | Hold |
80
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $17K | Hold |
80
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $17K | Hold |
80
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $15K | Hold |
80
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $17K | Hold |
80
| – | – | 0.01% | 222 |
|
|
2021
Q1 | $19K | Hold |
80
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $15K | Buy |
+80
| New | +$13.6K | 0.01% | 217 |
|
|
2020
Q1 | $9K | Hold |
80
| – | – | 0.01% | 221 |
|
|
2019
Q4 | $12K | Hold |
80
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $10K | Hold |
80
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $11K | Hold |
80
| – | – | 0.01% | 248 |
|
|
2019
Q1 | $11K | Hold |
80
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $10K | Hold |
80
| – | – | 0.01% | 236 |
|
|
2018
Q3 | $12K | Hold |
80
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $11K | Hold |
80
| – | – | 0.01% | 236 |
|
|
2018
Q1 | $12K | Hold |
80
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $13K | Hold |
80
| – | – | 0.01% | 254 |
|
|
2017
Q3 | $10K | Hold |
80
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $9K | Hold |
80
| – | – | 0.01% | 284 |
|
|
2017
Q1 | $7K | Buy |
+80
| New | +$7.57K | 0.01% | 322 |
|
Other funds holding CAT
Founders Capital Management (Texas)'s CAT Position: Q2 2026 in Review
Founders Capital Management (Texas) increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $29.9K and bringing the position to 214 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #61.
Founders Capital Management (Texas) first reported a position in CAT in Q1 2017 and has held it in 36 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Founders Capital Management (Texas) held 214 shares of Caterpillar worth $228K as of Q2 2026.
- Founders Capital Management (Texas) bought 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
- Caterpillar made up 0.1% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #61 holding.
- Founders Capital Management (Texas) first reported a position in Caterpillar in Q1 2017 and has held it in 36 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.