Loudon Investment 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
Q2 | $7.49M | Sell |
7,033
-408
| -5% | -$358K | 3.68% | 6 |
|
|
2026
Q1 | $5.27M | Sell |
7,441
-15
| -0.2% | -$10.4K | 2.84% | 9 |
|
|
2025
Q4 | $4.27M | Sell |
7,456
-410
| -5% | -$228K | 2.23% | 16 |
|
|
2025
Q3 | $3.75M | Sell |
7,866
-10
| -0.1% | -$4.27K | 1.97% | 18 |
|
|
2025
Q2 | $3.06M | Sell |
7,876
-12
| -0.2% | -$4K | 1.69% | 20 |
|
|
2025
Q1 | $2.6M | Sell |
7,888
-100
| -1% | -$35.6K | 1.49% | 22 |
|
|
2024
Q4 | $2.9M | Sell |
7,988
-175
| -2% | -$67.9K | 1.65% | 23 |
|
|
2024
Q3 | $3.19M | Sell |
8,163
-255
| -3% | -$88.1K | 1.75% | 21 |
|
|
2024
Q2 | $2.8M | Hold |
8,418
| – | – | 1.65% | 21 |
|
|
2024
Q1 | $3.08M | Sell |
8,418
-625
| -7% | -$200K | 1.77% | 21 |
|
|
2023
Q4 | $2.67M | Hold |
9,043
| – | – | 1.65% | 22 |
|
|
2023
Q3 | $2.47M | Sell |
9,043
-85
| -0.9% | -$23.1K | 1.7% | 21 |
|
|
2023
Q2 | $2.25M | Sell |
9,128
-300
| -3% | -$66.9K | 1.48% | 25 |
|
|
2023
Q1 | $2.16M | Sell |
9,428
-775
| -8% | -$187K | 1.49% | 25 |
|
|
2022
Q4 | $2.44M | Sell |
10,203
-150
| -1% | -$32.7K | 1.76% | 20 |
|
|
2022
Q3 | $1.7M | Hold |
10,353
| – | – | 1.35% | 27 |
|
|
2022
Q2 | $1.85M | Hold |
10,353
| – | – | 1.39% | 24 |
|
|
2022
Q1 | $2.31M | Sell |
10,353
-140
| -1% | -$29.4K | 1.52% | 23 |
|
|
2021
Q4 | $2.17M | Sell |
10,493
-30
| -0.3% | -$6.04K | 1.38% | 24 |
|
|
2021
Q3 | $2.02M | Sell |
10,523
-144
| -1% | -$30K | 1.44% | 26 |
|
|
2021
Q2 | $2.32M | Sell |
10,667
-420
| -4% | -$97K | 1.58% | 24 |
|
|
2021
Q1 | $2.57M | Sell |
11,087
-350
| -3% | -$72.5K | 1.84% | 22 |
|
|
2020
Q4 | $2.08M | Sell |
11,437
-1,050
| -8% | -$178K | 1.63% | 24 |
|
|
2020
Q3 | $1.86M | Sell |
12,487
-610
| -5% | -$85.7K | 1.57% | 25 |
|
|
2020
Q2 | $1.66M | Buy |
13,097
+50
| +0.4% | +$5.93K | 1.43% | 24 |
|
|
2020
Q1 | $1.51M | Hold |
13,047
| – | – | 1.58% | 20 |
|
|
2019
Q4 | $1.93M | Hold |
13,047
| – | – | 1.5% | 23 |
|
|
2019
Q3 | $1.65M | Hold |
13,047
| – | – | 1.39% | 25 |
|
|
2019
Q2 | $1.78M | Hold |
13,047
| – | – | 1.51% | 22 |
|
|
2019
Q1 | $1.77M | Sell |
13,047
-125
| -0.9% | -$16.6K | 1.55% | 22 |
|
|
2018
Q4 | $1.67M | Sell |
13,172
-625
| -5% | -$81.3K | 1.59% | 20 |
|
|
2018
Q3 | $2.1M | Hold |
13,797
| – | – | 1.69% | 23 |
|
|
2018
Q2 | $1.87M | Sell |
13,797
-250
| -2% | -$37.4K | 1.5% | 25 |
|
|
2018
Q1 | $2.07M | Sell |
14,047
-2,780
| -17% | -$439K | 1.65% | 23 |
|
|
2017
Q4 | $2.65M | Sell |
16,827
-768
| -4% | -$107K | 2.01% | 20 |
|
|
2017
Q3 | $2.19M | Sell |
17,595
-644
| -4% | -$74.2K | 1.72% | 23 |
|
|
2017
Q2 | $1.96M | Sell |
18,239
-213
| -1% | -$21.6K | 1.49% | 26 |
|
|
2017
Q1 | $1.71M | Sell |
18,452
-4,489
| -20% | -$425K | 1.3% | 29 |
|
|
2016
Q4 | $2.13M | Sell |
22,941
-114
| -0.5% | -$10.3K | 1.66% | 27 |
|
|
2016
Q3 | $2.05M | Sell |
23,055
-967
| -4% | -$79.1K | 1.59% | 27 |
|
|
2016
Q2 | $1.82M | Sell |
24,022
-800
| -3% | -$59.9K | 1.45% | 27 |
|
|
2016
Q1 | $1.9M | Sell |
24,822
-1,000
| -4% | -$67.1K | 1.53% | 24 |
|
|
2015
Q4 | $1.75M | Sell |
25,822
-15,820
| -38% | -$1.11M | 1.41% | 26 |
|
|
2015
Q3 | $2.72M | Buy |
41,642
+8,264
| +25% | +$632K | 2.34% | 18 |
|
|
2015
Q2 | $2.83M | Buy |
33,378
+3,158
| +10% | +$272K | 2.15% | 18 |
|
|
2015
Q1 | $2.42M | Buy |
30,220
+117
| +0.4% | +$9.72K | 1.83% | 19 |
|
|
2014
Q4 | $2.75M | Sell |
30,103
-800
| -3% | -$77.9K | 2.06% | 17 |
|
|
2014
Q3 | $3.06M | Sell |
30,903
-550
| -2% | -$58.3K | 2.18% | 19 |
|
|
2014
Q2 | $3.42M | Sell |
31,453
-2,000
| -6% | -$210K | 2.35% | 18 |
|
|
2014
Q1 | $3.32M | Sell |
33,453
-1,063
| -3% | -$100K | 2.4% | 16 |
|
|
2013
Q4 | $3.13M | Buy |
+34,516
| New | +$2.95M | 2.3% | 16 |
|
Other funds holding CAT
Loudon Investment Management's CAT Position: Q2 2026 in Review
Loudon Investment Management reduced its Caterpillar (CAT) stake by 5.5% in Q2 2026, selling an estimated $358K and leaving 7,033 shares worth $7.49M. The position accounts for 3.68% of the portfolio, ranked #6.
Loudon Investment Management first reported a position in CAT in Q4 2013 and has held it in 51 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Loudon Investment Management held 7,033 shares of Caterpillar worth $7.49M as of Q2 2026.
- Loudon Investment Management sold 408 Caterpillar shares in Q2 2026, an estimated $358K.
- Caterpillar made up 3.68% of Loudon Investment Management's portfolio in Q2 2026, its #6 holding.
- Loudon Investment Management first reported a position in Caterpillar in Q4 2013 and has held it in 51 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.