Gotham Asset 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
Q1 | $83M | Sell |
117,096
-5,377
| -4% | -$3.72M | 0.25% | 25 |
|
|
2025
Q4 | $70.2M | Buy |
122,473
+5,884
| +5% | +$3.27M | 0.26% | 24 |
|
|
2025
Q3 | $55.6M | Buy |
116,589
+18,676
| +19% | +$7.97M | 0.24% | 24 |
|
|
2025
Q2 | $38M | Buy |
97,913
+28,614
| +41% | +$9.54M | 0.23% | 27 |
|
|
2025
Q1 | $22.9M | Sell |
69,299
-5,721
| -8% | -$2.04M | 0.19% | 67 |
|
|
2024
Q4 | $27.2M | Sell |
75,020
-1,336
| -2% | -$518K | 0.26% | 29 |
|
|
2024
Q3 | $29.9M | Buy |
76,356
+4,037
| +6% | +$1.39M | 0.31% | 22 |
|
|
2024
Q2 | $24.1M | Buy |
72,319
+18,871
| +35% | +$6.54M | 0.31% | 24 |
|
|
2024
Q1 | $19.6M | Sell |
53,448
-5,194
| -9% | -$1.66M | 0.3% | 32 |
|
|
2023
Q4 | $17.3M | Sell |
58,642
-24,217
| -29% | -$6.28M | 0.32% | 25 |
|
|
2023
Q3 | $22.6M | Buy |
82,859
+17,473
| +27% | +$4.74M | 0.47% | 16 |
|
|
2023
Q2 | $16.1M | Sell |
65,386
-4,372
| -6% | -$975K | 0.35% | 24 |
|
|
2023
Q1 | $16M | Buy |
69,758
+34,770
| +99% | +$8.41M | 0.39% | 21 |
|
|
2022
Q4 | $8.38M | Buy |
34,988
+18,870
| +117% | +$4.11M | 0.24% | 74 |
|
|
2022
Q3 | $2.65M | Sell |
16,118
-6,184
| -28% | -$1.13M | 0.08% | 305 |
|
|
2022
Q2 | $3.99M | Buy |
22,302
+12,408
| +125% | +$2.61M | 0.13% | 193 |
|
|
2022
Q1 | $2.21M | Sell |
9,894
-41,267
| -81% | -$8.65M | 0.07% | 332 |
|
|
2021
Q4 | $10.6M | Buy |
51,161
+16,300
| +47% | +$3.28M | 0.34% | 46 |
|
|
2021
Q3 | $6.69M | Buy |
34,861
+5,494
| +19% | +$1.14M | 0.27% | 92 |
|
|
2021
Q2 | $6.39M | Buy |
29,367
+15,591
| +113% | +$3.6M | 0.27% | 97 |
|
|
2021
Q1 | $3.19M | Sell |
13,776
-9,007
| -40% | -$1.86M | 0.14% | 211 |
|
|
2020
Q4 | $4.15M | Buy |
22,783
+9,578
| +73% | +$1.62M | 0.14% | 217 |
|
|
2020
Q3 | $1.97M | Buy |
13,205
+308
| +2% | +$43.3K | 0.06% | 359 |
|
|
2020
Q2 | $1.63M | Sell |
12,897
-129,197
| -91% | -$15.3M | 0.05% | 444 |
|
|
2020
Q1 | $16.5M | Sell |
142,094
-19,961
| -12% | -$2.55M | 0.46% | 45 |
|
|
2019
Q4 | $23.9M | Buy |
162,055
+65,843
| +68% | +$9.19M | 0.44% | 54 |
|
|
2019
Q3 | $12.2M | Sell |
96,212
-14,355
| -13% | -$1.82M | 0.21% | 127 |
|
|
2019
Q2 | $15.1M | Sell |
110,567
-138,823
| -56% | -$18.3M | 0.24% | 122 |
|
|
2019
Q1 | $33.8M | Buy |
249,390
+27,867
| +13% | +$3.7M | 0.49% | 39 |
|
|
2018
Q4 | $28.1M | Buy |
221,523
+47,090
| +27% | +$6.13M | 0.44% | 57 |
|
|
2018
Q3 | $26.6M | Buy |
174,433
+18,826
| +12% | +$2.66M | 0.37% | 71 |
|
|
2018
Q2 | $21.1M | Sell |
155,607
-48,438
| -24% | -$7.24M | 0.31% | 99 |
|
|
2018
Q1 | $30.1M | Sell |
204,045
-79,629
| -28% | -$12.6M | 0.42% | 58 |
|
|
2017
Q4 | $44.7M | Sell |
283,674
-177,825
| -39% | -$24.7M | 0.65% | 22 |
|
|
2017
Q3 | $57.6M | Sell |
461,499
-55,150
| -11% | -$6.35M | 0.84% | 7 |
|
|
2017
Q2 | $55.5M | Buy |
516,649
+123,162
| +31% | +$12.5M | 0.78% | 7 |
|
|
2017
Q1 | $36.5M | Buy |
393,487
+27,284
| +7% | +$2.58M | 0.46% | 35 |
|
|
2016
Q4 | $34M | Buy |
+366,203
| New | +$33.2M | 0.44% | 44 |
|
|
2016
Q3 | – | Sell |
-2,732
| Closed | -$207K | – | 936 |
|
|
2016
Q2 | $207K | Sell |
2,732
-320,128
| -99% | -$24M | ﹤0.01% | 881 |
|
|
2016
Q1 | $24.7M | Buy |
322,860
+233,070
| +260% | +$15.6M | 0.28% | 103 |
|
|
2015
Q4 | $6.1M | Sell |
89,790
-518,463
| -85% | -$36.2M | 0.07% | 377 |
|
|
2015
Q3 | $39.8M | Buy |
608,253
+323,751
| +114% | +$24.8M | 0.39% | 68 |
|
|
2015
Q2 | $24.1M | Sell |
284,502
-384,008
| -57% | -$33M | 0.2% | 173 |
|
|
2015
Q1 | $53.5M | Sell |
668,510
-192,055
| -22% | -$16M | 0.41% | 73 |
|
|
2014
Q4 | $78.8M | Buy |
860,565
+508,907
| +145% | +$49.5M | 0.64% | 17 |
|
|
2014
Q3 | $34.8M | Sell |
351,658
-205,336
| -37% | -$21.8M | 0.35% | 93 |
|
|
2014
Q2 | $60.5M | Buy |
556,994
+181,505
| +48% | +$19.1M | 0.76% | 1 |
|
|
2014
Q1 | $37.3M | Buy |
375,489
+332,717
| +778% | +$31.4M | 0.56% | 9 |
|
|
2013
Q4 | $3.88M | Buy |
42,772
+19,647
| +85% | +$1.68M | 0.09% | 335 |
|
|
2013
Q3 | $1.93M | Buy |
23,125
+1,749
| +8% | +$148K | 0.06% | 445 |
|
|
2013
Q2 | $1.76M | Buy |
+21,376
| New | +$1.82M | 0.08% | 391 |
|
Other funds holding CAT
VCM
VPM
Gotham Asset Management's CAT Position: Q1 2026 in Review
Gotham Asset Management reduced its Caterpillar (CAT) stake by 4.4% in Q1 2026, selling an estimated $3.72M and leaving 117,096 shares worth $83M. The position accounts for 0.25% of the portfolio, ranked #25.
Gotham Asset Management first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Gotham Asset Management held 117,096 shares of Caterpillar worth $83M as of Q1 2026.
- Gotham Asset Management sold 5,377 Caterpillar shares in Q1 2026, an estimated $3.72M.
- Caterpillar made up 0.25% of Gotham Asset Management's portfolio in Q1 2026, its #25 holding.
- Gotham Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.