Kiley Juergens 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 | $12.5M | Sell |
17,616
-153
| -0.9% | -$106K | 2.2% | 12 |
|
|
2025
Q4 | $10.2M | Sell |
17,769
-163
| -0.9% | -$90.6K | 2.2% | 12 |
|
|
2025
Q3 | $8.56M | Sell |
17,932
-309
| -2% | -$132K | 1.88% | 13 |
|
|
2025
Q2 | $7.08M | Sell |
18,241
-85
| -0.5% | -$28.3K | 1.63% | 14 |
|
|
2025
Q1 | $6.04M | Sell |
18,326
-84
| -0.5% | -$29.9K | 1.61% | 14 |
|
|
2024
Q4 | $6.68M | Sell |
18,410
-193
| -1% | -$74.8K | 1.67% | 14 |
|
|
2024
Q3 | $7.28M | Sell |
18,603
-121
| -0.6% | -$41.8K | 1.89% | 13 |
|
|
2024
Q2 | $6.24M | Buy |
18,724
+66
| +0.4% | +$22.9K | 1.73% | 14 |
|
|
2024
Q1 | $6.84M | Sell |
18,658
-304
| -2% | -$97.2K | 2.11% | 13 |
|
|
2023
Q4 | $5.61M | Buy |
18,962
+36
| +0.2% | +$9.34K | 1.88% | 15 |
|
|
2023
Q3 | $5.17M | Hold |
18,926
| – | – | 1.87% | 13 |
|
|
2023
Q2 | $4.66M | Sell |
18,926
-299
| -2% | -$66.7K | 1.61% | 15 |
|
|
2023
Q1 | $4.4M | Sell |
19,225
-260
| -1% | -$62.9K | 1.65% | 15 |
|
|
2022
Q4 | $4.67M | Sell |
19,485
-393
| -2% | -$85.6K | 1.96% | 14 |
|
|
2022
Q3 | $3.26M | Sell |
19,878
-182
| -0.9% | -$33.2K | 1.53% | 15 |
|
|
2022
Q2 | $3.58M | Buy |
20,060
+4,440
| +28% | +$936K | 1.7% | 13 |
|
|
2022
Q1 | $3.48M | Sell |
15,620
-4,297
| -22% | -$901K | 1.68% | 18 |
|
|
2021
Q4 | $4.12M | Buy |
19,917
+1,168
| +6% | +$235K | 1.56% | 13 |
|
|
2021
Q3 | $3.6M | Buy |
18,749
+1,960
| +12% | +$408K | 1.58% | 12 |
|
|
2021
Q2 | $3.65M | Buy |
16,789
+3
| +0% | +$693 | 1.67% | 12 |
|
|
2021
Q1 | $3.89M | Buy |
16,786
+285
| +2% | +$59K | 2.03% | 11 |
|
|
2020
Q4 | $3M | Sell |
16,501
-353
| -2% | -$59.9K | 1.78% | 12 |
|
|
2020
Q3 | $2.51M | Sell |
16,854
-1,137
| -6% | -$160K | 1.84% | 11 |
|
|
2020
Q2 | $2.27M | Sell |
17,991
-319
| -2% | -$37.8K | 1.9% | 10 |
|
|
2020
Q1 | $2.12M | Buy |
18,310
+2,232
| +14% | +$285K | 2.19% | 9 |
|
|
2019
Q4 | $2.37M | Sell |
16,078
-440
| -3% | -$61.4K | 2.09% | 11 |
|
|
2019
Q3 | $2.09M | Buy |
16,518
+1,739
| +12% | +$221K | 2.28% | 10 |
|
|
2019
Q2 | $2.01M | Buy |
14,779
+1,272
| +9% | +$168K | 2.27% | 10 |
|
|
2019
Q1 | $1.83M | Buy |
13,507
+1,528
| +13% | +$203K | 2.28% | 10 |
|
|
2018
Q4 | $1.52M | Buy |
11,979
+4,084
| +52% | +$531K | 2.13% | 12 |
|
|
2018
Q3 | $1.2M | Buy |
7,895
+520
| +7% | +$73.6K | 0.9% | 18 |
|
|
2018
Q2 | $1M | Sell |
7,375
-174
| -2% | -$26K | 0.89% | 21 |
|
|
2018
Q1 | $1.11M | Sell |
7,549
-899
| -11% | -$142K | 1.21% | 18 |
|
|
2017
Q4 | $1.33M | Buy |
+8,448
| New | +$1.17M | 1.2% | 17 |
|
Other funds holding CAT
VCM
VPM
Kiley Juergens Wealth Management's CAT Position: Q1 2026 in Review
Kiley Juergens Wealth Management reduced its Caterpillar (CAT) stake by 0.86% in Q1 2026, selling an estimated $106K and leaving 17,616 shares worth $12.5M. The position accounts for 2.2% of the portfolio, ranked #12.
Kiley Juergens Wealth Management first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Kiley Juergens Wealth Management held 17,616 shares of Caterpillar worth $12.5M as of Q1 2026.
- Kiley Juergens Wealth Management sold 153 Caterpillar shares in Q1 2026, an estimated $106K.
- Caterpillar made up 2.2% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #12 holding.
- Kiley Juergens Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
- 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.