Mutual 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 | $13.7M | Buy |
19,321
+1,367
| +8% | +$947K | 0.29% | 58 |
|
|
2025
Q4 | $10.3M | Sell |
17,954
-301
| -2% | -$167K | 0.22% | 84 |
|
|
2025
Q3 | $9.5M | Sell |
18,255
-1,348
| -7% | -$575K | 0.21% | 94 |
|
|
2025
Q2 | $8.5M | Sell |
19,603
-487
| -2% | -$162K | 0.21% | 94 |
|
|
2025
Q1 | $6.16M | Buy |
20,090
+2,490
| +14% | +$887K | 0.18% | 115 |
|
|
2024
Q4 | $6.7M | Sell |
17,600
-1,301
| -7% | -$505K | 0.19% | 99 |
|
|
2024
Q3 | $7.32M | Sell |
18,901
-243
| -1% | -$83.9K | 0.21% | 88 |
|
|
2024
Q2 | $6.6M | Sell |
19,144
-1,384
| -7% | -$480K | 0.2% | 99 |
|
|
2024
Q1 | $7.52M | Buy |
20,528
+489
| +2% | +$156K | 0.24% | 85 |
|
|
2023
Q4 | $5.92M | Buy |
20,039
+5,274
| +36% | +$1.37M | 0.21% | 106 |
|
|
2023
Q3 | $4.03M | Buy |
14,765
+296
| +2% | +$80.3K | 0.16% | 133 |
|
|
2023
Q2 | $3.56M | Sell |
14,469
-204
| -1% | -$45.5K | 0.14% | 153 |
|
|
2023
Q1 | $3.36M | Sell |
14,673
-479
| -3% | -$116K | 0.14% | 158 |
|
|
2022
Q4 | $3.63M | Sell |
15,152
-1,633
| -10% | -$355K | 0.16% | 130 |
|
|
2022
Q3 | $2.75M | Buy |
16,785
+125
| +0.8% | +$22.8K | 0.14% | 146 |
|
|
2022
Q2 | $2.98M | Sell |
16,660
-423
| -2% | -$89.1K | 0.2% | 114 |
|
|
2022
Q1 | $3.81M | Sell |
17,083
-508
| -3% | -$107K | 0.21% | 101 |
|
|
2021
Q4 | $3.64M | Buy |
17,591
+359
| +2% | +$72.3K | 0.19% | 120 |
|
|
2021
Q3 | $3.31M | Buy |
17,232
+2,373
| +16% | +$494K | 0.2% | 123 |
|
|
2021
Q2 | $3.23M | Buy |
14,859
+1,922
| +15% | +$444K | 0.19% | 135 |
|
|
2021
Q1 | $3M | Sell |
12,937
-269
| -2% | -$55.7K | 0.21% | 118 |
|
|
2020
Q4 | $2.4M | Buy |
13,206
+1,951
| +17% | +$331K | 0.18% | 131 |
|
|
2020
Q3 | $1.68M | Sell |
11,255
-771
| -6% | -$108K | 0.15% | 167 |
|
|
2020
Q2 | $1.52M | Buy |
12,026
+1,884
| +19% | +$223K | 0.15% | 161 |
|
|
2020
Q1 | $1.18M | Buy |
10,142
+2,820
| +39% | +$360K | 0.16% | 160 |
|
|
2019
Q4 | $1.08M | Buy |
7,322
+1,563
| +27% | +$218K | 0.12% | 218 |
|
|
2019
Q3 | $727K | Sell |
5,759
-1,034
| -15% | -$131K | 0.1% | 250 |
|
|
2019
Q2 | $926K | Buy |
6,793
+218
| +3% | +$28.8K | 0.12% | 217 |
|
|
2019
Q1 | $891K | Buy |
6,575
+279
| +4% | +$37.1K | 0.13% | 188 |
|
|
2018
Q4 | $800K | Buy |
6,296
+1,330
| +27% | +$173K | 0.16% | 163 |
|
|
2018
Q3 | $757K | Buy |
4,966
+7
| +0.1% | +$990 | 0.11% | 217 |
|
|
2018
Q2 | $673K | Sell |
4,959
-260
| -5% | -$38.8K | 0.15% | 200 |
|
|
2018
Q1 | $769K | Buy |
5,219
+69
| +1% | +$10.9K | 0.19% | 171 |
|
|
2017
Q4 | $812K | Buy |
+5,150
| New | +$714K | 0.31% | 100 |
|
Other funds holding CAT
VCM
VPM
Mutual Advisors's CAT Position: Q1 2026 in Review
Mutual Advisors increased its Caterpillar (CAT) stake by 7.6% in Q1 2026, buying an estimated $947K and bringing the position to 19,321 shares worth $13.7M. The position accounts for 0.29% of the portfolio, ranked #58.
Mutual Advisors first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Mutual Advisors held 19,321 shares of Caterpillar worth $13.7M as of Q1 2026.
- Mutual Advisors bought 1,367 Caterpillar shares in Q1 2026, an estimated $947K.
- Caterpillar made up 0.29% of Mutual Advisors's portfolio in Q1 2026, its #58 holding.
- Mutual Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.