Kingsview 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 | $9.04M | Buy |
12,767
+1,180
| +10% | +$817K | 0.12% | 144 |
|
|
2025
Q4 | $6.64M | Buy |
11,587
+119
| +1% | +$66.1K | 0.1% | 219 |
|
|
2025
Q3 | $5.47M | Buy |
11,468
+309
| +3% | +$132K | 0.08% | 252 |
|
|
2025
Q2 | $4.33M | Buy |
11,159
+86
| +0.8% | +$28.7K | 0.07% | 273 |
|
|
2025
Q1 | $3.65M | Sell |
11,073
-86
| -0.8% | -$30.6K | 0.07% | 264 |
|
|
2024
Q4 | $4.05M | Sell |
11,159
-577
| -5% | -$224K | 0.08% | 237 |
|
|
2024
Q3 | $4.59M | Buy |
11,736
+78
| +0.7% | +$26.9K | 0.1% | 209 |
|
|
2024
Q2 | $3.88M | Sell |
11,658
-345
| -3% | -$120K | 0.09% | 214 |
|
|
2024
Q1 | $4.4M | Sell |
12,003
-182
| -1% | -$58.2K | 0.11% | 186 |
|
|
2023
Q4 | $3.6M | Sell |
12,185
-1,483
| -11% | -$385K | 0.11% | 181 |
|
|
2023
Q3 | $3.73M | Buy |
13,668
+380
| +3% | +$103K | 0.13% | 179 |
|
|
2023
Q2 | $3.27M | Buy |
13,288
+1,459
| +12% | +$325K | 0.13% | 174 |
|
|
2023
Q1 | $2.71M | Sell |
11,829
-640
| -5% | -$155K | 0.11% | 191 |
|
|
2022
Q4 | $2.99M | Sell |
12,469
-64
| -0.5% | -$13.9K | 0.13% | 184 |
|
|
2022
Q3 | $2.06M | Buy |
12,533
+771
| +7% | +$141K | 0.1% | 224 |
|
|
2022
Q2 | $2.1M | Sell |
11,762
-254
| -2% | -$53.5K | 0.1% | 216 |
|
|
2022
Q1 | $2.68M | Buy |
12,016
+1,348
| +13% | +$283K | 0.12% | 186 |
|
|
2021
Q4 | $2.21M | Buy |
10,668
+1,844
| +21% | +$371K | 0.09% | 228 |
|
|
2021
Q3 | $1.69M | Sell |
8,824
-964
| -10% | -$201K | 0.08% | 258 |
|
|
2021
Q2 | $2.12M | Buy |
9,788
+3,478
| +55% | +$803K | 0.1% | 211 |
|
|
2021
Q1 | $1.47M | Buy |
6,310
+77
| +1% | +$15.9K | 0.08% | 248 |
|
|
2020
Q4 | $1.13M | Buy |
6,233
+1,119
| +22% | +$190K | 0.08% | 250 |
|
|
2020
Q3 | $763K | Sell |
5,114
-958
| -16% | -$135K | 0.07% | 277 |
|
|
2020
Q2 | $768K | Sell |
6,072
-608
| -9% | -$72.1K | 0.08% | 250 |
|
|
2020
Q1 | $775K | Buy |
6,680
+144
| +2% | +$18.4K | 0.1% | 211 |
|
|
2019
Q4 | $965K | Buy |
6,536
+1,456
| +29% | +$203K | 0.12% | 196 |
|
|
2019
Q3 | $642K | Sell |
5,080
-103
| -2% | -$13.1K | 0.1% | 217 |
|
|
2019
Q2 | $706K | Buy |
5,183
+102
| +2% | +$13.5K | 0.12% | 193 |
|
|
2019
Q1 | $688K | Buy |
5,081
+898
| +21% | +$119K | 0.1% | 222 |
|
|
2018
Q4 | $532K | Sell |
4,183
-7,053
| -63% | -$918K | 0.12% | 211 |
|
|
2018
Q3 | $1.71M | Sell |
11,236
-114
| -1% | -$16.1K | 0.35% | 89 |
|
|
2018
Q2 | $1.54M | Buy |
11,350
+3,560
| +46% | +$532K | 0.37% | 84 |
|
|
2018
Q1 | $1.15M | Buy |
7,790
+1,476
| +23% | +$233K | 0.29% | 104 |
|
|
2017
Q4 | $995K | Buy |
6,314
+3,867
| +158% | +$536K | 0.36% | 85 |
|
|
2017
Q3 | $305K | Buy |
2,447
+568
| +30% | +$65.4K | 0.13% | 207 |
|
|
2017
Q2 | $202K | Buy |
+1,879
| New | +$191K | 0.1% | 238 |
|
Other funds holding CAT
VCM
VPM
Kingsview Wealth Management's CAT Position: Q1 2026 in Review
Kingsview Wealth Management increased its Caterpillar (CAT) stake by 10% in Q1 2026, buying an estimated $817K and bringing the position to 12,767 shares worth $9.04M. The position accounts for 0.12% of the portfolio, ranked #144.
Kingsview Wealth Management first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Kingsview Wealth Management held 12,767 shares of Caterpillar worth $9.04M as of Q1 2026.
- Kingsview Wealth Management bought 1,180 Caterpillar shares in Q1 2026, an estimated $817K.
- Caterpillar made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #144 holding.
- Kingsview Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.