KG&L 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
Q1 | – | Sell |
-1,621
| Closed | -$893K | – | 141 |
|
|
2025
Q4 | $893K | Sell |
1,621
-11
| -0.7% | -$6.11K | 0.22% | 95 |
|
|
2025
Q3 | $755K | Sell |
1,632
-397
| -20% | -$169K | 0.2% | 103 |
|
|
2025
Q2 | $775K | Sell |
2,029
-2,819
| -58% | -$940K | 0.23% | 90 |
|
|
2025
Q1 | $1.59M | Buy |
4,848
+1,364
| +39% | +$486K | 0.52% | 42 |
|
|
2024
Q4 | $1.25M | Sell |
3,484
-101
| -3% | -$39.2K | 0.4% | 56 |
|
|
2024
Q3 | $1.39M | Buy |
3,585
+335
| +10% | +$116K | 0.45% | 52 |
|
|
2024
Q2 | $1.08M | Buy |
3,250
+1,911
| +143% | +$663K | 0.37% | 63 |
|
|
2024
Q1 | $481K | Sell |
1,339
-1,929
| -59% | -$617K | 0.19% | 115 |
|
|
2023
Q4 | $965K | Buy |
3,268
+1,196
| +58% | +$310K | 0.4% | 54 |
|
|
2023
Q3 | $567K | Sell |
2,072
-1,433
| -41% | -$389K | 0.27% | 78 |
|
|
2023
Q2 | $862K | Buy |
3,505
+1,778
| +103% | +$396K | 0.41% | 52 |
|
|
2023
Q1 | $395K | Sell |
1,727
-3,178
| -65% | -$768K | 0.21% | 87 |
|
|
2022
Q4 | $1.18M | Sell |
4,905
-10,040
| -67% | -$2.19M | 0.68% | 35 |
|
|
2022
Q3 | $2.45M | Sell |
14,945
-282
| -2% | -$51.5K | 1.38% | 17 |
|
|
2022
Q2 | $2.72M | Buy |
15,227
+1,373
| +10% | +$289K | 1.47% | 18 |
|
|
2022
Q1 | $3.09M | Sell |
13,854
-61
| -0.4% | -$12.8K | 1.29% | 19 |
|
|
2021
Q4 | $2.88M | Buy |
13,915
+1,882
| +16% | +$379K | 1.16% | 21 |
|
|
2021
Q3 | $2.31M | Buy |
12,033
+6,279
| +109% | +$1.31M | 1.01% | 28 |
|
|
2021
Q2 | $1.25M | Buy |
5,754
+4,656
| +424% | +$1.08M | 0.57% | 49 |
|
|
2021
Q1 | $255K | Sell |
1,098
-3,007
| -73% | -$623K | 0.13% | 122 |
|
|
2020
Q4 | $747K | Sell |
4,105
-10,628
| -72% | -$1.8M | 0.41% | 58 |
|
|
2020
Q3 | $2.2M | Sell |
14,733
-531
| -3% | -$74.6K | 1.38% | 16 |
|
|
2020
Q2 | $1.93M | Buy |
15,264
+167
| +1% | +$19.8K | 1.48% | 14 |
|
|
2020
Q1 | $1.75M | Buy |
15,097
+1,251
| +9% | +$160K | 1.74% | 11 |
|
|
2019
Q4 | $2.04M | Sell |
13,846
-2,396
| -15% | -$334K | 1.73% | 11 |
|
|
2019
Q3 | $2.05M | Buy |
16,242
+49
| +0.3% | +$6.22K | 1.86% | 10 |
|
|
2019
Q2 | $2.21M | Buy |
16,193
+3,045
| +23% | +$402K | 2.1% | 10 |
|
|
2019
Q1 | $1.78M | Buy |
13,148
+999
| +8% | +$133K | 1.8% | 10 |
|
|
2018
Q4 | $1.54M | Buy |
+12,149
| New | +$1.58M | 1.72% | 10 |
|
Other funds holding CAT
VCM
VPM
KG&L Capital Management's CAT Position: Q1 2026 in Review
KG&L Capital Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,621 shares — an estimated $893K sold.
KG&L Capital Management first reported a position in CAT in Q4 2018 and held it in 29 quarters. The position peaked at $3.09M in Q1 2022. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- KG&L Capital Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
- KG&L Capital Management sold 1,621 Caterpillar shares in Q1 2026, an estimated $893K.
- KG&L Capital Management first reported a position in Caterpillar in Q4 2018 and held it in 29 quarters.
- KG&L Capital Management's Caterpillar position peaked at $3.09M in Q1 2022.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.