Meridian 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 | $23.2M | Sell |
32,776
-3,502
| -10% | -$2.43M | 0.82% | 22 |
|
|
2025
Q4 | $20.8M | Sell |
36,278
-1,685
| -4% | -$937K | 0.73% | 25 |
|
|
2025
Q3 | $18.1M | Sell |
37,963
-3,425
| -8% | -$1.46M | 0.69% | 25 |
|
|
2025
Q2 | $16.1M | Buy |
41,388
+2,416
| +6% | +$805K | 0.69% | 24 |
|
|
2025
Q1 | $12.9M | Buy |
38,972
+1,574
| +4% | +$561K | 0.62% | 29 |
|
|
2024
Q4 | $13.6M | Sell |
37,398
-299
| -0.8% | -$116K | 0.64% | 26 |
|
|
2024
Q3 | $14.7M | Buy |
+37,697
| New | +$13M | 0.72% | 25 |
|
|
2024
Q2 | – | Sell |
-37,201
| Closed | -$13.6M | – | 321 |
|
|
2024
Q1 | $13.6M | Buy |
37,201
+2,521
| +7% | +$806K | 2.27% | 7 |
|
|
2023
Q4 | $10.3M | Sell |
34,680
-11,072
| -24% | -$2.87M | 0.65% | 29 |
|
|
2023
Q3 | $12.5M | Buy |
45,752
+22,476
| +97% | +$6.1M | 0.77% | 20 |
|
|
2023
Q2 | $5.73M | Buy |
23,276
+1,365
| +6% | +$304K | 0.48% | 32 |
|
|
2023
Q1 | $5.01M | Sell |
21,911
-249
| -1% | -$60.2K | 0.44% | 44 |
|
|
2022
Q4 | $5.31M | Sell |
22,160
-1,118
| -5% | -$243K | 0.52% | 31 |
|
|
2022
Q3 | $3.82M | Sell |
23,278
-118
| -0.5% | -$21.6K | 0.41% | 49 |
|
|
2022
Q2 | $4.18M | Buy |
23,396
+1,147
| +5% | +$242K | 0.34% | 71 |
|
|
2022
Q1 | $4.96M | Buy |
22,249
+635
| +3% | +$133K | 0.54% | 29 |
|
|
2021
Q4 | $4.47M | Buy |
21,614
+744
| +4% | +$150K | 0.48% | 38 |
|
|
2021
Q3 | $4.01M | Buy |
20,870
+1,609
| +8% | +$335K | 0.49% | 37 |
|
|
2021
Q2 | $4.19M | Buy |
19,261
+2,539
| +15% | +$586K | 0.53% | 37 |
|
|
2021
Q1 | $3.88M | Sell |
16,722
-399
| -2% | -$82.6K | 0.56% | 36 |
|
|
2020
Q4 | $3.12M | Buy |
17,121
+1,129
| +7% | +$191K | 0.49% | 43 |
|
|
2020
Q3 | $2.38M | Buy |
15,992
+908
| +6% | +$128K | 0.58% | 35 |
|
|
2020
Q2 | $1.91M | Buy |
15,084
+3,295
| +28% | +$391K | 0.64% | 32 |
|
|
2020
Q1 | $1.37M | Buy |
+11,789
| New | +$1.51M | 0.61% | 36 |
|
|
2019
Q4 | – | Sell |
-2,503
| Closed | -$316K | – | 202 |
|
|
2019
Q3 | $316K | Buy |
2,503
+1,251
| +100% | +$159K | 0.15% | 143 |
|
|
2019
Q2 | $1.71K | Buy |
+1,252
| New | +$165K | 0.07% | 223 |
|
|
2018
Q4 | – | Sell |
-3,785
| Closed | -$577K | – | 162 |
|
|
2018
Q3 | $577K | Sell |
3,785
-142
| -4% | -$20.1K | 0.25% | 71 |
|
|
2018
Q2 | $533K | Sell |
3,927
-20,559
| -84% | -$3.07M | 0.25% | 79 |
|
|
2018
Q1 | $3.61M | Buy |
24,486
+17,663
| +259% | +$2.79M | 1.8% | 15 |
|
|
2017
Q4 | $873K | Buy |
6,823
+19
| +0.3% | +$2.63K | 0.54% | 38 |
|
|
2017
Q3 | $848K | Sell |
6,804
-123
| -2% | -$14.2K | 0.54% | 39 |
|
|
2017
Q2 | $744K | Sell |
6,927
-59
| -0.8% | -$5.99K | 0.47% | 43 |
|
|
2017
Q1 | $648K | Buy |
+6,986
| New | +$661K | 0.39% | 62 |
|
Other funds holding CAT
VCM
VPM
Meridian Wealth Management's CAT Position: Q1 2026 in Review
Meridian Wealth Management reduced its Caterpillar (CAT) stake by 9.7% in Q1 2026, selling an estimated $2.43M and leaving 32,776 shares worth $23.2M. The position accounts for 0.82% of the portfolio, ranked #22.
Meridian Wealth Management first reported a position in CAT in Q1 2017 and has held it in 33 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Meridian Wealth Management held 32,776 shares of Caterpillar worth $23.2M as of Q1 2026.
- Meridian Wealth Management sold 3,502 Caterpillar shares in Q1 2026, an estimated $2.43M.
- Caterpillar made up 0.82% of Meridian Wealth Management's portfolio in Q1 2026, its #22 holding.
- Meridian Wealth Management first reported a position in Caterpillar in Q1 2017 and has held it in 33 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.