Mountain Pacific Investment Advisers’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
$1.42M Sell
2,004
-90
-4% -$62.3K 0.24% 69
2025
Q4
$1.2M Sell
2,094
-59
-3% -$32.8K 0.19% 75
2025
Q3
$1.03M Hold
2,153
0.16% 81
2025
Q2
$836K Buy
2,153
+50
+2% +$16.7K 0.06% 87
2025
Q1
$694K Sell
2,103
-55
-3% -$19.6K 0.05% 97
2024
Q4
$783K Hold
2,158
0.06% 90
2024
Q3
$844K Buy
2,158
+299
+16% +$103K 0.06% 88
2024
Q2
$619K Buy
1,859
+1
+0.1% +$347 0.05% 98
2024
Q1
$681K Hold
1,858
0.04% 97
2023
Q4
$549K Sell
1,858
-19
-1% -$4.93K 0.03% 101
2023
Q3
$512K Buy
1,877
+411
+28% +$111K 0.04% 100
2023
Q2
$361K Sell
1,466
-24
-2% -$5.35K 0.02% 111
2023
Q1
$341K Sell
1,490
-561
-27% -$136K 0.02% 114
2022
Q4
$491K Buy
2,051
+1
+0% +$218 0.04% 102
2022
Q3
$336K Buy
2,050
+1
+0% +$183 0.03% 111
2022
Q2
$366K Buy
2,049
+1
+0% +$211 0.03% 110
2022
Q1
$456K Buy
2,048
+1
+0% +$210 0.03% 112
2021
Q4
$423K Buy
2,047
+16
+0.8% +$3.22K 0.02% 112
2021
Q3
$390K Sell
2,031
-64
-3% -$13.3K 0.02% 116
2021
Q2
$456K Buy
2,095
+190
+10% +$43.9K 0.03% 107
2021
Q1
$442K Buy
1,905
+193
+11% +$40K 0.03% 109
2020
Q4
$312K Hold
1,712
0.02% 115
2020
Q3
$255K Sell
1,712
-175
-9% -$24.6K 0.02% 114
2020
Q2
$239K Buy
+1,887
New +$224K 0.02% 119
2018
Q4
Sell
-812
Closed -$124K 129
2018
Q3
$124K Buy
+812
New +$115K 0.01% 135

Other funds holding CAT

Mountain Pacific Investment Advisers's CAT Position: Q1 2026 in Review

Mountain Pacific Investment Advisers reduced its Caterpillar (CAT) stake by 4.3% in Q1 2026, selling an estimated $62.3K and leaving 2,004 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #69.

Mountain Pacific Investment Advisers first reported a position in CAT in Q3 2018 and has held it in 25 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mountain Pacific Investment Advisers held 2,004 shares of Caterpillar worth $1.42M as of Q1 2026.
  • Mountain Pacific Investment Advisers sold 90 Caterpillar shares in Q1 2026, an estimated $62.3K.
  • Caterpillar made up 0.24% of Mountain Pacific Investment Advisers's portfolio in Q1 2026, its #69 holding.
  • Mountain Pacific Investment Advisers first reported a position in Caterpillar in Q3 2018 and has held it in 25 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.