Keel Point’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 | $2.5M | Sell |
3,531
-575
| -14% | -$398K | 0.17% | 88 |
|
|
2025
Q4 | $2.35M | Buy |
4,106
+515
| +14% | +$286K | 0.14% | 103 |
|
|
2025
Q3 | $1.71M | Sell |
3,591
-31
| -0.9% | -$13.2K | 0.11% | 130 |
|
|
2025
Q2 | $1.41M | Buy |
3,622
+693
| +24% | +$231K | 0.09% | 146 |
|
|
2025
Q1 | $966K | Buy |
2,929
+218
| +8% | +$77.7K | 0.08% | 153 |
|
|
2024
Q4 | $983K | Buy |
2,711
+95
| +4% | +$36.8K | 0.08% | 148 |
|
|
2024
Q3 | $1.02M | Sell |
2,616
-41
| -2% | -$14.2K | 0.09% | 147 |
|
|
2024
Q2 | $900K | Buy |
2,657
+273
| +11% | +$94.7K | 0.08% | 154 |
|
|
2024
Q1 | $874K | Sell |
2,384
-142
| -6% | -$45.4K | 0.09% | 141 |
|
|
2023
Q4 | $747K | Buy |
2,526
+67
| +3% | +$17.4K | 0.09% | 141 |
|
|
2023
Q3 | $671K | Sell |
2,459
-356
| -13% | -$96.6K | 0.09% | 136 |
|
|
2023
Q2 | $693K | Buy |
2,815
+116
| +4% | +$25.9K | 0.09% | 133 |
|
|
2023
Q1 | $618K | Sell |
2,699
-142
| -5% | -$34.3K | 0.09% | 143 |
|
|
2022
Q4 | $681K | Buy |
2,841
+384
| +16% | +$83.6K | 0.11% | 134 |
|
|
2022
Q3 | $403K | Buy |
2,457
+187
| +8% | +$34.2K | 0.07% | 158 |
|
|
2022
Q2 | $433K | Buy |
2,270
+122
| +6% | +$25.7K | 0.07% | 158 |
|
|
2022
Q1 | $479K | Buy |
2,148
+183
| +9% | +$38.4K | 0.07% | 153 |
|
|
2021
Q4 | $406K | Buy |
1,965
+102
| +5% | +$20.5K | 0.05% | 178 |
|
|
2021
Q3 | $358K | Buy |
1,863
+52
| +3% | +$10.8K | 0.05% | 179 |
|
|
2021
Q2 | $394K | Buy |
1,811
+106
| +6% | +$24.5K | 0.04% | 173 |
|
|
2021
Q1 | $395K | Buy |
1,705
+584
| +52% | +$121K | 0.04% | 173 |
|
|
2020
Q4 | $204K | Buy |
+1,121
| New | +$190K | 0.02% | 235 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$248K | – | 181 |
|
|
2019
Q4 | $248K | Buy |
1,680
+7
| +0.4% | +$977 | 0.03% | 169 |
|
|
2019
Q3 | $211K | Hold |
1,673
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $228K | Hold |
1,673
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $227K | Hold |
1,673
| – | – | 0.03% | 180 |
|
|
2018
Q4 | $213K | Hold |
1,673
| – | – | 0.03% | 187 |
|
|
2018
Q3 | $255K | Hold |
1,673
| – | – | 0.03% | 156 |
|
|
2018
Q2 | $227K | Hold |
1,673
| – | – | 0.03% | 152 |
|
|
2018
Q1 | $247K | Hold |
1,673
| – | – | 0.03% | 138 |
|
|
2017
Q4 | $264K | Hold |
1,673
| – | – | 0.04% | 143 |
|
|
2017
Q3 | $209K | Buy |
+1,673
| New | +$193K | 0.03% | 149 |
|
Other funds holding CAT
VCM
VPM
Keel Point's CAT Position: Q1 2026 in Review
Keel Point reduced its Caterpillar (CAT) stake by 14% in Q1 2026, selling an estimated $398K and leaving 3,531 shares worth $2.5M. The position accounts for 0.17% of the portfolio, ranked #88.
Keel Point first reported a position in CAT in Q3 2017 and has held it in 32 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Keel Point held 3,531 shares of Caterpillar worth $2.5M as of Q1 2026.
- Keel Point sold 575 Caterpillar shares in Q1 2026, an estimated $398K.
- Caterpillar made up 0.17% of Keel Point's portfolio in Q1 2026, its #88 holding.
- Keel Point first reported a position in Caterpillar in Q3 2017 and has held it in 32 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.