Mark Sheptoff Financial Planning’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 | $137K | Hold |
152
| – | – | 0.07% | 118 |
|
|
2025
Q4 | $87.1K | Hold |
152
| – | – | 0.04% | 155 |
|
|
2025
Q3 | $72.5K | Hold |
152
| – | – | 0.03% | 170 |
|
|
2025
Q2 | $59K | Hold |
152
| – | – | 0.03% | 174 |
|
|
2025
Q1 | $50.1K | Buy |
152
+10
| +7% | +$3.56K | 0.03% | 169 |
|
|
2024
Q4 | $51.5K | Buy |
142
+10
| +8% | +$3.88K | 0.03% | 173 |
|
|
2024
Q3 | $51.6K | Hold |
132
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $44K | Hold |
132
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $48.4K | Hold |
132
| – | – | 0.03% | 177 |
|
|
2023
Q4 | $39K | Hold |
132
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $36K | Hold |
132
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $32.5K | Hold |
132
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $30.2K | Hold |
132
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $31.6K | Hold |
132
| – | – | 0.02% | 183 |
|
|
2022
Q3 | $22K | Hold |
132
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $24K | Hold |
132
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $29K | Hold |
132
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $27K | Buy |
132
+80
| +154% | +$16.1K | 0.01% | 225 |
|
|
2021
Q3 | $10K | Sell |
52
-215
| -81% | -$44.8K | 0.01% | 303 |
|
|
2021
Q2 | $58K | Sell |
267
-785
| -75% | -$181K | 0.03% | 170 |
|
|
2021
Q1 | $244K | Buy |
1,052
+875
| +494% | +$181K | 0.14% | 85 |
|
|
2020
Q4 | $32K | Buy |
177
+127
| +254% | +$21.5K | 0.02% | 187 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 251 |
|
|
2020
Q2 | $6K | Buy |
+50
| New | +$5.93K | ﹤0.01% | 285 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$27K | – | 358 |
|
|
2019
Q2 | $27K | Sell |
200
-10
| -5% | -$1.32K | 0.02% | 192 |
|
|
2019
Q1 | $28K | Hold |
210
| – | – | 0.02% | 190 |
|
|
2018
Q4 | $27K | Sell |
210
-625
| -75% | -$81.3K | 0.02% | 172 |
|
|
2018
Q3 | $127K | Buy |
835
+181
| +28% | +$25.6K | 0.09% | 118 |
|
|
2018
Q2 | $89K | Buy |
654
+1
| +0.2% | +$149 | 0.07% | 129 |
|
|
2018
Q1 | $96K | Sell |
653
-50
| -7% | -$7.89K | 0.07% | 129 |
|
|
2017
Q4 | $111K | Sell |
703
-199
| -22% | -$27.6K | 0.07% | 131 |
|
|
2017
Q3 | $113K | Hold |
902
| – | – | 0.08% | 138 |
|
|
2017
Q2 | $97K | Sell |
902
-299
| -25% | -$30.4K | 0.07% | 141 |
|
|
2017
Q1 | $111K | Sell |
1,201
-4,199
| -78% | -$397K | 0.08% | 135 |
|
|
2016
Q4 | $501K | Buy |
+5,400
| New | +$489K | 0.37% | 65 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$64K | – | 334 |
|
|
2014
Q4 | $64K | Buy |
700
+500
| +250% | +$48.7K | 0.06% | 150 |
|
|
2014
Q3 | $20K | Hold |
200
| – | – | 0.02% | 223 |
|
|
2014
Q2 | $22K | Hold |
200
| – | – | 0.02% | 220 |
|
|
2014
Q1 | $20K | Buy |
+200
| New | +$18.9K | 0.02% | 232 |
|
Other funds holding CAT
VCM
VPM
Mark Sheptoff Financial Planning's CAT Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Caterpillar (CAT) position steady in Q1 2026 at 152 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #118.
Mark Sheptoff Financial Planning first reported a position in CAT in Q1 2014 and has held it in 39 quarters since. The position peaked at $501K in Q4 2016. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Mark Sheptoff Financial Planning held 152 shares of Caterpillar worth $137K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #118 holding.
- Mark Sheptoff Financial Planning first reported a position in Caterpillar in Q1 2014 and has held it in 39 quarters since.
- Mark Sheptoff Financial Planning's Caterpillar position peaked at $501K in Q4 2016.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.