Mount Vernon Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $649K | Hold |
800
| – | – | 0.43% | 39 |
|
|
2026
Q2 | $852K | Hold |
800
| – | – | 0.56% | 37 |
|
|
2026
Q1 | $567K | Hold |
800
| – | – | 0.4% | 40 |
|
|
2025
Q4 | $458K | Buy |
800
+50
| +7% | +$27.8K | 0.31% | 40 |
|
|
2025
Q3 | $358K | Sell |
750
-200
| -21% | -$85.4K | 0.25% | 42 |
|
|
2025
Q2 | $369K | Hold |
950
| – | – | 0.27% | 40 |
|
|
2025
Q1 | $313K | Hold |
950
| – | – | 0.26% | 44 |
|
|
2024
Q4 | $345K | Hold |
950
| – | – | 0.27% | 43 |
|
|
2024
Q3 | $372K | Buy |
+950
| New | +$328K | 0.3% | 43 |
|
|
2024
Q2 | – | Sell |
-1,150
| Closed | -$421K | – | 53 |
|
|
2024
Q1 | $421K | Sell |
1,150
-26
| -2% | -$8.31K | 0.36% | 42 |
|
|
2023
Q4 | $348K | Hold |
1,176
| – | – | 0.34% | 43 |
|
|
2023
Q3 | $321K | Hold |
1,176
| – | – | 0.35% | 42 |
|
|
2023
Q2 | $289K | Hold |
1,176
| – | – | 0.31% | 45 |
|
|
2023
Q1 | $269K | Hold |
1,176
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $282K | Buy |
+1,176
| New | +$256K | 0.36% | 42 |
|
|
2022
Q3 | – | Sell |
-1,176
| Closed | -$210K | – | 48 |
|
|
2022
Q2 | $210K | Hold |
1,176
| – | – | 0.26% | 49 |
|
|
2022
Q1 | $262K | Sell |
1,176
-200
| -15% | -$41.9K | 0.25% | 46 |
|
|
2021
Q4 | $284K | Hold |
1,376
| – | – | 0.25% | 47 |
|
|
2021
Q3 | $264K | Sell |
1,376
-100
| -7% | -$20.8K | 0.24% | 47 |
|
|
2021
Q2 | $321K | Hold |
1,476
| – | – | 0.29% | 44 |
|
|
2021
Q1 | $342K | Hold |
1,476
| – | – | 0.34% | 43 |
|
|
2020
Q4 | $269K | Hold |
1,476
| – | – | 0.28% | 43 |
|
|
2020
Q3 | $220K | Buy |
+1,476
| New | +$207K | 0.26% | 46 |
|
|
2020
Q2 | – | Sell |
-2,026
| Closed | -$235K | – | 53 |
|
|
2020
Q1 | $235K | Hold |
2,026
| – | – | 0.39% | 42 |
|
|
2019
Q4 | $299K | Hold |
2,026
| – | – | 0.41% | 41 |
|
|
2019
Q3 | $256K | Hold |
2,026
| – | – | 0.38% | 42 |
|
|
2019
Q2 | $276K | Hold |
2,026
| – | – | 0.41% | 43 |
|
|
2019
Q1 | $275K | Hold |
2,026
| – | – | 0.42% | 42 |
|
|
2018
Q4 | $257K | Sell |
2,026
-200
| -9% | -$26K | 0.45% | 41 |
|
|
2018
Q3 | $339K | Hold |
2,226
| – | – | 0.5% | 40 |
|
|
2018
Q2 | $302K | Hold |
2,226
| – | – | 0.47% | 40 |
|
|
2018
Q1 | $328K | Hold |
2,226
| – | – | 0.51% | 39 |
|
|
2017
Q4 | $351K | Hold |
2,226
| – | – | 0.53% | 39 |
|
|
2017
Q3 | $278K | Buy |
+2,226
| New | +$256K | 0.46% | 43 |
|
|
2014
Q4 | – | Sell |
-2,050
| Closed | -$203K | – | 53 |
|
|
2014
Q3 | $203K | Hold |
2,050
| – | – | 0.51% | 51 |
|
|
2014
Q2 | $223K | Hold |
2,050
| – | – | 0.57% | 49 |
|
|
2014
Q1 | $204K | Buy |
+2,050
| New | +$193K | 0.53% | 51 |
|
Other funds holding CAT
Mount Vernon Associates's CAT Position: Q3 2026 in Review
Mount Vernon Associates held its Caterpillar (CAT) position steady in Q3 2026 at 800 shares worth $649K. The position accounts for 0.43% of the portfolio, ranked #39.
Mount Vernon Associates first reported a position in CAT in Q1 2014 and has held it in 37 quarters since. The position peaked at $852K in Q2 2026. 2,029 funds tracked by Wall St. Rank hold CAT as of Q3 2026.
- Mount Vernon Associates held 800 shares of Caterpillar worth $649K as of Q3 2026.
- Mount Vernon Associates left its Caterpillar share count unchanged in Q3 2026.
- Caterpillar made up 0.43% of Mount Vernon Associates's portfolio in Q3 2026, its #39 holding.
- Mount Vernon Associates first reported a position in Caterpillar in Q1 2014 and has held it in 37 quarters since.
- Mount Vernon Associates's Caterpillar position peaked at $852K in Q2 2026.
- 2,029 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.
Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.