Greenwich Wealth 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 | $1.68M | Sell |
2,373
-54
| -2% | -$37.4K | 0.07% | 126 |
|
|
2025
Q4 | $1.39M | Sell |
2,427
-29
| -1% | -$16.1K | 0.06% | 134 |
|
|
2025
Q3 | $1.17M | Sell |
2,456
-90
| -4% | -$38.4K | 0.06% | 137 |
|
|
2025
Q2 | $988K | Buy |
2,546
+29
| +1% | +$9.67K | 0.05% | 131 |
|
|
2025
Q1 | $830K | Buy |
2,517
+151
| +6% | +$53.8K | 0.06% | 129 |
|
|
2024
Q4 | $858K | Sell |
2,366
-47
| -2% | -$18.2K | 0.06% | 126 |
|
|
2024
Q3 | $944K | Buy |
2,413
+66
| +3% | +$22.8K | 0.06% | 125 |
|
|
2024
Q2 | $782K | Buy |
2,347
+20
| +0.9% | +$6.93K | 0.06% | 123 |
|
|
2024
Q1 | $853K | Sell |
2,327
-111
| -5% | -$35.5K | 0.07% | 121 |
|
|
2023
Q4 | $721K | Sell |
2,438
-77
| -3% | -$20K | 0.07% | 133 |
|
|
2023
Q3 | $687K | Buy |
2,515
+197
| +8% | +$53.4K | 0.07% | 132 |
|
|
2023
Q2 | $570K | Sell |
2,318
-39
| -2% | -$8.7K | 0.06% | 146 |
|
|
2023
Q1 | $539K | Buy |
2,357
+454
| +24% | +$110K | 0.06% | 148 |
|
|
2022
Q4 | $456K | Sell |
1,903
-18
| -0.9% | -$3.92K | 0.05% | 154 |
|
|
2022
Q3 | $315K | Sell |
1,921
-85
| -4% | -$15.5K | 0.03% | 186 |
|
|
2022
Q2 | $359K | Sell |
2,006
-110
| -5% | -$23.2K | 0.05% | 178 |
|
|
2022
Q1 | $472K | Buy |
2,116
+14
| +0.7% | +$2.94K | 0.05% | 166 |
|
|
2021
Q4 | $435K | Buy |
2,102
+41
| +2% | +$8.26K | 0.04% | 174 |
|
|
2021
Q3 | $396K | Buy |
2,061
+680
| +49% | +$142K | 0.03% | 177 |
|
|
2021
Q2 | $301K | Hold |
1,381
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $320K | Sell |
1,381
-128
| -8% | -$26.5K | 0.03% | 164 |
|
|
2020
Q4 | $275K | Sell |
1,509
-85
| -5% | -$14.4K | 0.02% | 160 |
|
|
2020
Q3 | $238K | Buy |
+1,594
| New | +$224K | 0.04% | 167 |
|
|
2020
Q1 | – | Sell |
-1,558
| Closed | -$230K | – | 187 |
|
|
2019
Q4 | $230K | Sell |
1,558
-133
| -8% | -$18.6K | 0.05% | 169 |
|
|
2019
Q3 | $214K | Sell |
1,691
-447
| -21% | -$56.8K | 0.04% | 169 |
|
|
2019
Q2 | $291K | Buy |
2,138
+1
| +0% | +$132 | 0.05% | 156 |
|
|
2019
Q1 | $290K | Buy |
2,137
+237
| +12% | +$31.5K | 0.05% | 148 |
|
|
2018
Q4 | $241K | Buy |
1,900
+229
| +14% | +$29.8K | 0.05% | 158 |
|
|
2018
Q3 | $255K | Buy |
1,671
+187
| +13% | +$26.5K | 0.04% | 155 |
|
|
2018
Q2 | $201K | Buy |
+1,484
| New | +$222K | 0.04% | 165 |
|
Other funds holding CAT
VCM
VPM
Greenwich Wealth Management's CAT Position: Q1 2026 in Review
Greenwich Wealth Management reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $37.4K and leaving 2,373 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #126.
Greenwich Wealth Management first reported a position in CAT in Q2 2018 and has held it in 30 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Greenwich Wealth Management held 2,373 shares of Caterpillar worth $1.68M as of Q1 2026.
- Greenwich Wealth Management sold 54 Caterpillar shares in Q1 2026, an estimated $37.4K.
- Caterpillar made up 0.07% of Greenwich Wealth Management's portfolio in Q1 2026, its #126 holding.
- Greenwich Wealth Management first reported a position in Caterpillar in Q2 2018 and has held it in 30 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.