MONECO Advisors’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 | $4.46M | Buy |
6,292
+262
| +4% | +$181K | 0.35% | 63 |
|
|
2025
Q4 | $3.45M | Sell |
6,030
-163
| -3% | -$90.6K | 0.27% | 74 |
|
|
2025
Q3 | $2.95M | Buy |
6,193
+84
| +1% | +$35.9K | 0.25% | 90 |
|
|
2025
Q2 | $2.37M | Buy |
6,109
+40
| +0.7% | +$13.3K | 0.22% | 104 |
|
|
2025
Q1 | $2M | Buy |
6,069
+1
| +0% | +$356 | 0.21% | 110 |
|
|
2024
Q4 | $2.2M | Buy |
6,068
+1,509
| +33% | +$585K | 0.23% | 102 |
|
|
2024
Q3 | $1.78M | Sell |
4,559
-11
| -0.2% | -$3.8K | 0.22% | 112 |
|
|
2024
Q2 | $1.52M | Buy |
4,570
+572
| +14% | +$198K | 0.22% | 111 |
|
|
2024
Q1 | $1.46M | Buy |
3,998
+1,200
| +43% | +$384K | 0.23% | 112 |
|
|
2023
Q4 | $827K | Sell |
2,798
-394
| -12% | -$102K | 0.16% | 157 |
|
|
2023
Q3 | $871K | Buy |
3,192
+514
| +19% | +$139K | 0.24% | 107 |
|
|
2023
Q2 | $659K | Sell |
2,678
-6
| -0.2% | -$1.34K | 0.18% | 139 |
|
|
2023
Q1 | $614K | Sell |
2,684
-89
| -3% | -$21.5K | 0.18% | 134 |
|
|
2022
Q4 | $664K | Buy |
2,773
+48
| +2% | +$10.4K | 0.24% | 104 |
|
|
2022
Q3 | $447K | Sell |
2,725
-31
| -1% | -$5.66K | 0.18% | 131 |
|
|
2022
Q2 | $493K | Buy |
2,756
+43
| +2% | +$9.06K | 0.19% | 124 |
|
|
2022
Q1 | $604K | Buy |
2,713
+70
| +3% | +$14.7K | 0.22% | 108 |
|
|
2021
Q4 | $530K | Buy |
2,643
+50
| +2% | +$10.1K | 0.2% | 123 |
|
|
2021
Q3 | $498K | Buy |
2,593
+792
| +44% | +$165K | 0.2% | 117 |
|
|
2021
Q2 | $392K | Buy |
1,801
+162
| +10% | +$37.4K | 0.18% | 129 |
|
|
2021
Q1 | $380K | Buy |
1,639
+38
| +2% | +$7.87K | 0.18% | 125 |
|
|
2020
Q4 | $314K | Buy |
1,601
+3
| +0.2% | +$509 | 0.17% | 122 |
|
|
2020
Q3 | $238K | Sell |
1,598
-196
| -11% | -$27.5K | 0.15% | 127 |
|
|
2020
Q2 | $227K | Buy |
1,794
+47
| +3% | +$5.57K | 0.18% | 119 |
|
|
2020
Q1 | $203K | Sell |
1,747
-198
| -10% | -$25.3K | 0.21% | 109 |
|
|
2019
Q4 | $287K | Sell |
1,945
-869
| -31% | -$121K | 0.2% | 108 |
|
|
2019
Q3 | $355K | Buy |
2,814
+13
| +0.5% | +$1.65K | 0.28% | 84 |
|
|
2019
Q2 | $382K | Sell |
2,801
-752
| -21% | -$99.4K | 0.31% | 77 |
|
|
2019
Q1 | $481K | Buy |
3,553
+773
| +28% | +$103K | 0.39% | 62 |
|
|
2018
Q4 | $353K | Buy |
+2,780
| New | +$362K | 0.41% | 54 |
|
Other funds holding CAT
VCM
VPM
MONECO Advisors's CAT Position: Q1 2026 in Review
MONECO Advisors increased its Caterpillar (CAT) stake by 4.3% in Q1 2026, buying an estimated $181K and bringing the position to 6,292 shares worth $4.46M. The position accounts for 0.35% of the portfolio, ranked #63.
MONECO Advisors first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- MONECO Advisors held 6,292 shares of Caterpillar worth $4.46M as of Q1 2026.
- MONECO Advisors bought 262 Caterpillar shares in Q1 2026, an estimated $181K.
- Caterpillar made up 0.35% of MONECO Advisors's portfolio in Q1 2026, its #63 holding.
- MONECO Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.