MPS Loria Financial Planners’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 | $549K | Buy |
774
+1
| +0.1% | +$693 | 0.14% | 42 |
|
|
2025
Q4 | $443K | Buy |
773
+2
| +0.3% | +$1.11K | 0.11% | 53 |
|
|
2025
Q3 | $368K | Buy |
771
+3
| +0.4% | +$1.28K | 0.1% | 57 |
|
|
2025
Q2 | $298K | Buy |
768
+2
| +0.3% | +$667 | 0.09% | 66 |
|
|
2025
Q1 | $252K | Buy |
766
+3
| +0.4% | +$1.07K | 0.07% | 73 |
|
|
2024
Q4 | $277K | Buy |
763
+3
| +0.4% | +$1.16K | 0.08% | 65 |
|
|
2024
Q3 | $297K | Sell |
760
-668
| -47% | -$231K | 0.09% | 64 |
|
|
2024
Q2 | $476K | Buy |
1,428
+2
| +0.1% | +$693 | 0.15% | 41 |
|
|
2024
Q1 | $523K | Sell |
1,426
-1,689
| -54% | -$540K | 0.18% | 40 |
|
|
2023
Q4 | $921K | Sell |
3,115
-342
| -10% | -$88.7K | 0.32% | 29 |
|
|
2023
Q3 | $944K | Buy |
3,457
+701
| +25% | +$190K | 0.37% | 28 |
|
|
2023
Q2 | $678K | Sell |
2,756
-100
| -4% | -$22.3K | 0.25% | 32 |
|
|
2023
Q1 | $654K | Buy |
2,856
+3
| +0.1% | +$725 | 0.26% | 32 |
|
|
2022
Q4 | $683K | Buy |
2,853
+3
| +0.1% | +$653 | 0.3% | 30 |
|
|
2022
Q3 | $468K | Buy |
2,850
+35
| +1% | +$6.39K | 0.18% | 37 |
|
|
2022
Q2 | $503K | Buy |
2,815
+3
| +0.1% | +$632 | 0.23% | 36 |
|
|
2022
Q1 | $626K | Buy |
2,812
+4
| +0.1% | +$839 | 0.26% | 38 |
|
|
2021
Q4 | $580K | Sell |
2,808
-196
| -7% | -$39.5K | 0.24% | 37 |
|
|
2021
Q3 | $576K | Buy |
3,004
+98
| +3% | +$20.4K | 0.26% | 32 |
|
|
2021
Q2 | $633K | Buy |
2,906
+11
| +0.4% | +$2.54K | 0.29% | 31 |
|
|
2021
Q1 | $671K | Buy |
2,895
+2
| +0.1% | +$414 | 0.31% | 31 |
|
|
2020
Q4 | $527K | Buy |
2,893
+52
| +2% | +$8.82K | 0.24% | 35 |
|
|
2020
Q3 | $424K | Buy |
2,841
+5
| +0.2% | +$702 | 0.22% | 35 |
|
|
2020
Q2 | $359K | Buy |
2,836
+6
| +0.2% | +$711 | 0.19% | 39 |
|
|
2020
Q1 | $328K | Buy |
2,830
+4
| +0.1% | +$511 | 0.25% | 38 |
|
|
2019
Q4 | $417K | Buy |
2,826
+5
| +0.2% | +$698 | 0.25% | 36 |
|
|
2019
Q3 | $356K | Buy |
2,821
+6
| +0.2% | +$762 | 0.23% | 39 |
|
|
2019
Q2 | $383K | Buy |
2,815
+4
| +0.1% | +$529 | 0.24% | 39 |
|
|
2019
Q1 | $381K | Buy |
2,811
+5
| +0.2% | +$664 | 0.25% | 39 |
|
|
2018
Q4 | $356K | Buy |
2,806
+4
| +0.1% | +$520 | 0.26% | 42 |
|
|
2018
Q3 | $427K | Buy |
2,802
+4
| +0.1% | +$566 | 0.27% | 36 |
|
|
2018
Q2 | $380K | Buy |
2,798
+4
| +0.1% | +$598 | 0.38% | 37 |
|
|
2018
Q1 | $412K | Buy |
2,794
+3
| +0.1% | +$474 | 0.29% | 37 |
|
|
2017
Q4 | $440K | Buy |
2,791
+4
| +0.1% | +$555 | 0.3% | 40 |
|
|
2017
Q3 | $348K | Buy |
2,787
+4
| +0.1% | +$461 | 0.25% | 47 |
|
|
2017
Q2 | $316K | Buy |
+2,783
| New | +$283K | 0.21% | 52 |
|
Other funds holding CAT
VCM
VPM
MPS Loria Financial Planners's CAT Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Caterpillar (CAT) stake by 0.13% in Q1 2026, buying an estimated $693 and bringing the position to 774 shares worth $549K. The position accounts for 0.14% of the portfolio, ranked #42.
MPS Loria Financial Planners first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. The position peaked at $944K in Q3 2023. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- MPS Loria Financial Planners held 774 shares of Caterpillar worth $549K as of Q1 2026.
- MPS Loria Financial Planners bought 1 Caterpillar share in Q1 2026, an estimated $693.
- Caterpillar made up 0.14% of MPS Loria Financial Planners's portfolio in Q1 2026, its #42 holding.
- MPS Loria Financial Planners first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Caterpillar position peaked at $944K in Q3 2023.
- 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.