Moisand Fitzgerald Tamayo’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 | $145K | Hold |
136
| – | – | 0.01% | 136 |
|
|
2026
Q1 | $96.4K | Hold |
136
| – | – | 0.01% | 154 |
|
|
2025
Q4 | $77.9K | Hold |
136
| – | – | 0.01% | 166 |
|
|
2025
Q3 | $64.9K | Hold |
136
| – | – | 0.01% | 173 |
|
|
2025
Q2 | $52.8K | Hold |
136
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $44.9K | Hold |
136
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $49.3K | Hold |
136
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $53.2K | Hold |
136
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $45.3K | Hold |
136
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $49.8K | Hold |
136
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $40.2K | Hold |
136
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $37.1K | Hold |
136
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $33.5K | Sell |
136
-100
| -42% | -$22.3K | 0.01% | 205 |
|
|
2023
Q1 | $54K | Buy |
236
+100
| +74% | +$24.2K | 0.01% | 170 |
|
|
2022
Q4 | $32.6K | Buy |
136
+42
| +45% | +$9.14K | 0.01% | 204 |
|
|
2022
Q3 | $15K | Buy |
94
+43
| +84% | +$7.86K | ﹤0.01% | 251 |
|
|
2022
Q2 | $9K | Buy |
+51
| New | +$10.7K | ﹤0.01% | 277 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$11K | – | 523 |
|
|
2021
Q4 | $11K | Sell |
51
-351
| -87% | -$70.7K | ﹤0.01% | 246 |
|
|
2021
Q3 | $77K | Hold |
402
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $87K | Buy |
402
+160
| +66% | +$37K | 0.03% | 116 |
|
|
2021
Q1 | $56K | Hold |
242
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $44K | Hold |
242
| – | – | 0.02% | 134 |
|
|
2020
Q3 | $36K | Buy |
242
+184
| +317% | +$25.8K | 0.02% | 131 |
|
|
2020
Q2 | $7K | Buy |
58
+7
| +14% | +$830 | ﹤0.01% | 203 |
|
|
2020
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $8K | Hold |
51
| – | – | ﹤0.01% | 207 |
|
|
2019
Q3 | $6K | Hold |
51
| – | – | ﹤0.01% | 216 |
|
|
2019
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 209 |
|
|
2019
Q1 | $7K | Hold |
51
| – | – | ﹤0.01% | 210 |
|
|
2018
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 209 |
|
|
2018
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 218 |
|
|
2018
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $8K | Hold |
51
| – | – | ﹤0.01% | 219 |
|
|
2017
Q4 | $8K | Hold |
51
| – | – | ﹤0.01% | 197 |
|
|
2017
Q3 | $6K | Buy |
+51
| New | +$5.87K | ﹤0.01% | 224 |
|
Other funds holding CAT
Moisand Fitzgerald Tamayo's CAT Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo held its Caterpillar (CAT) position steady in Q2 2026 at 136 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #136.
Moisand Fitzgerald Tamayo first reported a position in CAT in Q3 2017 and has held it in 35 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Moisand Fitzgerald Tamayo held 136 shares of Caterpillar worth $145K as of Q2 2026.
- Moisand Fitzgerald Tamayo left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #136 holding.
- Moisand Fitzgerald Tamayo first reported a position in Caterpillar in Q3 2017 and has held it in 35 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.