Monument Capital 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 | $12M | Sell |
11,280
-2,526
| -18% | -$2.22M | 2.42% | 1 |
|
|
2026
Q1 | $9.78M | Sell |
13,806
-612
| -4% | -$424K | 2.45% | 2 |
|
|
2025
Q4 | $8.26M | Sell |
14,418
-323
| -2% | -$180K | 2.05% | 4 |
|
|
2025
Q3 | $7.03M | Sell |
14,741
-464
| -3% | -$198K | 1.76% | 6 |
|
|
2025
Q2 | $5.9M | Buy |
15,205
+128
| +0.8% | +$42.7K | 1.54% | 8 |
|
|
2025
Q1 | $4.97M | Buy |
15,077
+153
| +1% | +$54.5K | 1.53% | 14 |
|
|
2024
Q4 | $5.41M | Buy |
14,924
+42
| +0.3% | +$16.3K | 1.49% | 10 |
|
|
2024
Q3 | $5.82M | Buy |
14,882
+106
| +0.7% | +$36.6K | 1.61% | 11 |
|
|
2024
Q2 | $4.92M | Sell |
14,776
-359
| -2% | -$124K | 1.45% | 12 |
|
|
2024
Q1 | $5.55M | Sell |
15,135
-539
| -3% | -$172K | 1.6% | 9 |
|
|
2023
Q4 | $4.63M | Sell |
15,674
-37
| -0.2% | -$9.6K | 1.49% | 12 |
|
|
2023
Q3 | $4.29M | Buy |
15,711
+14
| +0.1% | +$3.8K | 1.44% | 13 |
|
|
2023
Q2 | $3.86M | Sell |
15,697
-2,398
| -13% | -$535K | 1.23% | 16 |
|
|
2023
Q1 | $4.14M | Sell |
18,095
-30
| -0.2% | -$7.25K | 1.39% | 14 |
|
|
2022
Q4 | $4.34M | Buy |
18,125
+592
| +3% | +$129K | 1.48% | 13 |
|
|
2022
Q3 | $2.88M | Buy |
17,533
+1,730
| +11% | +$316K | 1.08% | 23 |
|
|
2022
Q2 | $2.83M | Sell |
15,803
-88
| -0.6% | -$18.5K | 1.07% | 19 |
|
|
2022
Q1 | $3.54M | Buy |
15,891
+370
| +2% | +$77.6K | 1.15% | 16 |
|
|
2021
Q4 | $3.21M | Sell |
15,521
-2,038
| -12% | -$410K | 1% | 26 |
|
|
2021
Q3 | $3.37M | Buy |
17,559
+447
| +3% | +$93.1K | 1.15% | 17 |
|
|
2021
Q2 | $3.72M | Buy |
17,112
+379
| +2% | +$87.5K | 1.29% | 14 |
|
|
2021
Q1 | $3.88M | Sell |
16,733
-1,089
| -6% | -$225K | 1.56% | 10 |
|
|
2020
Q4 | $3.24M | Buy |
17,822
+191
| +1% | +$32.4K | 1.5% | 14 |
|
|
2020
Q3 | $2.63M | Sell |
17,631
-903
| -5% | -$127K | 1.39% | 18 |
|
|
2020
Q2 | $2.35M | Buy |
18,534
+165
| +0.9% | +$19.6K | 1.38% | 26 |
|
|
2020
Q1 | $2.13M | Sell |
18,369
-9
| -0% | -$1.15K | 1.53% | 27 |
|
|
2019
Q4 | $2.71M | Buy |
18,378
+85
| +0.5% | +$11.9K | 1.38% | 22 |
|
|
2019
Q3 | $2.31M | Sell |
18,293
-904
| -5% | -$115K | 1.25% | 36 |
|
|
2019
Q2 | $2.62M | Buy |
19,197
+406
| +2% | +$53.6K | 1.41% | 21 |
|
|
2019
Q1 | $2.55M | Sell |
18,791
-147
| -0.8% | -$19.5K | 1.45% | 22 |
|
|
2018
Q4 | $2.41M | Buy |
18,938
+1,348
| +8% | +$175K | 1.5% | 17 |
|
|
2018
Q3 | $2.68M | Buy |
17,590
+1,266
| +8% | +$179K | 1.51% | 12 |
|
|
2018
Q2 | $2.21M | Sell |
16,324
-383
| -2% | -$57.2K | 1.54% | 13 |
|
|
2018
Q1 | $2.4M | Sell |
16,707
-1,994
| -11% | -$315K | 1.64% | 13 |
|
|
2017
Q4 | $2.95M | Buy |
+18,701
| New | +$2.59M | 2.08% | 11 |
|
Other funds holding CAT
ECSS
SMDAM
AIM
Monument Capital Management's CAT Position: Q2 2026 in Review
Monument Capital Management reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $2.22M and leaving 11,280 shares worth $12M. The position accounts for 2.42% of the portfolio, ranked #1.
Monument Capital Management first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,983 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Monument Capital Management held 11,280 shares of Caterpillar worth $12M as of Q2 2026.
- Monument Capital Management sold 2,526 Caterpillar shares in Q2 2026, an estimated $2.22M.
- Caterpillar made up 2.42% of Monument Capital Management's portfolio in Q2 2026, its #1 holding.
- Monument Capital Management first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 1,983 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.