Gables Capital 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 | $7.72M | Hold |
7,250
| – | – | 2.79% | 6 |
|
|
2026
Q1 | $5.14M | Sell |
7,250
-315
| -4% | -$218K | 2.18% | 8 |
|
|
2025
Q4 | $4.33M | Sell |
7,565
-15
| -0.2% | -$8.34K | 1.83% | 12 |
|
|
2025
Q3 | $3.62M | Sell |
7,580
-100
| -1% | -$42.7K | 1.55% | 14 |
|
|
2025
Q2 | $2.98M | Sell |
7,680
-435
| -5% | -$145K | 1.41% | 18 |
|
|
2025
Q1 | $2.68M | Buy |
8,115
+525
| +7% | +$187K | 1.32% | 20 |
|
|
2024
Q4 | $2.75M | Sell |
7,590
-50
| -0.7% | -$19.4K | 1.33% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
7,640
+420
| +6% | +$145K | 1.51% | 18 |
|
|
2024
Q2 | $2.4M | Buy |
7,220
+150
| +2% | +$52K | 1.26% | 21 |
|
|
2024
Q1 | $2.59M | Hold |
7,070
| – | – | 1.43% | 18 |
|
|
2023
Q4 | $2.09M | Hold |
7,070
| – | – | 1.3% | 20 |
|
|
2023
Q3 | $1.93M | Hold |
7,070
| – | – | 1.34% | 22 |
|
|
2023
Q2 | $1.74M | Buy |
7,070
+75
| +1% | +$16.7K | 1.14% | 24 |
|
|
2023
Q1 | $1.6M | Hold |
6,995
| – | – | 1.12% | 25 |
|
|
2022
Q4 | $1.68M | Sell |
6,995
-125
| -2% | -$27.2K | 1.22% | 23 |
|
|
2022
Q3 | $1.17M | Buy |
7,120
+70
| +1% | +$12.8K | 0.94% | 30 |
|
|
2022
Q2 | $1.26M | Hold |
7,050
| – | – | 0.95% | 29 |
|
|
2022
Q1 | $1.57M | Hold |
7,050
| – | – | 0.99% | 27 |
|
|
2021
Q4 | $1.46M | Sell |
7,050
-440
| -6% | -$88.6K | 0.87% | 30 |
|
|
2021
Q3 | $1.44M | Buy |
7,490
+1,760
| +31% | +$367K | 0.94% | 30 |
|
|
2021
Q2 | $1.25M | Sell |
5,730
-6,065
| -51% | -$1.4M | 0.85% | 34 |
|
|
2021
Q1 | $2.73M | Hold |
11,795
| – | – | 1.5% | 20 |
|
|
2020
Q4 | $2.15M | Hold |
11,795
| – | – | 1.25% | 25 |
|
|
2020
Q3 | $1.76M | Hold |
11,795
| – | – | 1.14% | 27 |
|
|
2020
Q2 | $1.49M | Buy |
11,795
+537
| +5% | +$63.7K | 1.03% | 28 |
|
|
2020
Q1 | $1.31M | Buy |
11,258
+3,263
| +41% | +$417K | 1.07% | 28 |
|
|
2019
Q4 | $1.18M | Buy |
7,995
+265
| +3% | +$37K | 0.79% | 38 |
|
|
2019
Q3 | $973K | Buy |
7,730
+75
| +1% | +$9.53K | 0.69% | 46 |
|
|
2019
Q2 | $1.04M | Sell |
7,655
-665
| -8% | -$87.9K | 0.85% | 36 |
|
|
2019
Q1 | $1.13M | Sell |
8,320
-502
| -6% | -$66.7K | 0.91% | 36 |
|
|
2018
Q4 | $1.12M | Buy |
8,822
+535
| +6% | +$69.6K | 0.98% | 32 |
|
|
2018
Q3 | $1.26M | Sell |
8,287
-300
| -3% | -$42.4K | 0.96% | 33 |
|
|
2018
Q2 | $1.27M | Sell |
8,587
-738
| -8% | -$110K | 1.03% | 31 |
|
|
2018
Q1 | $1.37M | Buy |
+9,325
| New | +$1.47M | 1.22% | 25 |
|
Other funds holding CAT
Gables Capital Management's CAT Position: Q2 2026 in Review
Gables Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 7,250 shares worth $7.72M. The position accounts for 2.79% of the portfolio, ranked #6.
Gables Capital Management first reported a position in CAT in Q1 2018 and has held it in 34 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Gables Capital Management held 7,250 shares of Caterpillar worth $7.72M as of Q2 2026.
- Gables Capital Management left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 2.79% of Gables Capital Management's portfolio in Q2 2026, its #6 holding.
- Gables Capital Management first reported a position in Caterpillar in Q1 2018 and has held it in 34 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.