Gould 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 | $1.09M | Sell |
1,545
-10
| -0.6% | -$6.93K | 0.19% | 64 |
|
|
2025
Q4 | $891K | Sell |
1,555
-70
| -4% | -$38.9K | 0.16% | 76 |
|
|
2025
Q3 | $775K | Hold |
1,625
| – | – | 0.14% | 84 |
|
|
2025
Q2 | $631K | Sell |
1,625
-30
| -2% | -$10K | 0.12% | 89 |
|
|
2025
Q1 | $546K | Hold |
1,655
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $600K | Buy |
1,655
+165
| +11% | +$64K | 0.13% | 88 |
|
|
2024
Q3 | $583K | Hold |
1,490
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $496K | Hold |
1,490
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $546K | Hold |
1,490
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $441K | Buy |
1,490
+260
| +21% | +$67.4K | 0.11% | 93 |
|
|
2023
Q3 | $336K | Hold |
1,230
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $303K | Hold |
1,230
| – | – | 0.08% | 115 |
|
|
2023
Q1 | $281K | Hold |
1,230
| – | – | 0.08% | 116 |
|
|
2022
Q4 | $295K | Sell |
1,230
-395
| -24% | -$86K | 0.09% | 116 |
|
|
2022
Q3 | $267K | Sell |
1,625
-5
| -0.3% | -$913 | 0.09% | 99 |
|
|
2022
Q2 | $291K | Sell |
1,630
-10
| -0.6% | -$2.11K | 0.09% | 103 |
|
|
2022
Q1 | $365K | Buy |
1,640
+200
| +14% | +$41.9K | 0.1% | 90 |
|
|
2021
Q4 | $298K | Buy |
1,440
+235
| +20% | +$47.3K | 0.08% | 111 |
|
|
2021
Q3 | $231K | Sell |
1,205
-475
| -28% | -$98.9K | 0.07% | 117 |
|
|
2021
Q2 | $366K | Sell |
1,680
-320
| -16% | -$73.9K | 0.1% | 102 |
|
|
2021
Q1 | $464K | Buy |
2,000
+470
| +31% | +$97.3K | 0.14% | 80 |
|
|
2020
Q4 | $278K | Buy |
+1,530
| New | +$259K | 0.08% | 111 |
|
|
2020
Q3 | – | Sell |
-2,160
| Closed | -$273K | – | 136 |
|
|
2020
Q2 | $273K | Buy |
+2,160
| New | +$256K | 0.1% | 99 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$245K | – | 129 |
|
|
2019
Q4 | $245K | Sell |
1,660
-949
| -36% | -$132K | 0.08% | 124 |
|
|
2019
Q3 | $330K | Buy |
2,609
+260
| +11% | +$33K | 0.12% | 100 |
|
|
2019
Q2 | $320K | Buy |
2,349
+300
| +15% | +$39.6K | 0.12% | 98 |
|
|
2019
Q1 | $278K | Buy |
+2,049
| New | +$272K | 0.1% | 109 |
|
|
2016
Q3 | – | Sell |
-2,635
| Closed | -$200K | – | 107 |
|
|
2016
Q2 | $200K | Buy |
+2,635
| New | +$197K | 0.11% | 96 |
|
|
2015
Q1 | – | Sell |
-2,450
| Closed | -$224K | – | 111 |
|
|
2014
Q4 | $224K | Buy |
+2,450
| New | +$238K | 0.11% | 97 |
|
Other funds holding CAT
VCM
VPM
Gould Asset Management's CAT Position: Q1 2026 in Review
Gould Asset Management reduced its Caterpillar (CAT) stake by 0.64% in Q1 2026, selling an estimated $6.93K and leaving 1,545 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #64.
Gould Asset Management first reported a position in CAT in Q4 2014 and has held it in 29 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Gould Asset Management held 1,545 shares of Caterpillar worth $1.09M as of Q1 2026.
- Gould Asset Management sold 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
- Caterpillar made up 0.19% of Gould Asset Management's portfolio in Q1 2026, its #64 holding.
- Gould Asset Management first reported a position in Caterpillar in Q4 2014 and has held it in 29 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.