MV 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
Q1 | $6.91M | Sell |
9,757
-660
| -6% | -$457K | 0.68% | 35 |
|
|
2025
Q4 | $5.97M | Sell |
10,417
-114
| -1% | -$63.4K | 0.57% | 35 |
|
|
2025
Q3 | $5.02M | Sell |
10,531
-939
| -8% | -$401K | 0.48% | 38 |
|
|
2025
Q2 | $4.45M | Sell |
11,470
-233
| -2% | -$77.7K | 0.46% | 38 |
|
|
2025
Q1 | $3.86M | Buy |
11,703
+713
| +6% | +$254K | 0.41% | 42 |
|
|
2024
Q4 | $3.99M | Buy |
10,990
+277
| +3% | +$107K | 0.43% | 38 |
|
|
2024
Q3 | $4.19M | Hold |
10,713
| – | – | 0.44% | 40 |
|
|
2024
Q2 | $3.57M | Buy |
10,713
+164
| +2% | +$56.9K | 0.4% | 43 |
|
|
2024
Q1 | $3.87M | Sell |
10,549
-1,131
| -10% | -$361K | 0.44% | 39 |
|
|
2023
Q4 | $3.45M | Buy |
11,680
+79
| +0.7% | +$20.5K | 0.44% | 38 |
|
|
2023
Q3 | $3.17M | Buy |
11,601
+213
| +2% | +$57.8K | 0.42% | 40 |
|
|
2023
Q2 | $2.8M | Sell |
11,388
-287
| -2% | -$64K | 0.37% | 41 |
|
|
2023
Q1 | $2.67M | Buy |
11,675
+91
| +0.8% | +$22K | 0.38% | 42 |
|
|
2022
Q4 | $2.78M | Buy |
11,584
+181
| +2% | +$39.4K | 0.43% | 35 |
|
|
2022
Q3 | $1.87M | Buy |
11,403
+374
| +3% | +$68.3K | 0.32% | 45 |
|
|
2022
Q2 | $1.97M | Sell |
11,029
-73
| -0.7% | -$15.4K | 0.34% | 53 |
|
|
2022
Q1 | $2.47M | Buy |
11,102
+153
| +1% | +$32.1K | 0.37% | 47 |
|
|
2021
Q4 | $2.26M | Buy |
10,949
+333
| +3% | +$67.1K | 0.33% | 53 |
|
|
2021
Q3 | $2.04M | Buy |
10,616
+636
| +6% | +$132K | 0.34% | 52 |
|
|
2021
Q2 | $2.17M | Buy |
9,980
+784
| +9% | +$181K | 0.37% | 47 |
|
|
2021
Q1 | $2.13M | Buy |
9,196
+1,450
| +19% | +$300K | 0.39% | 44 |
|
|
2020
Q4 | $1.41M | Buy |
7,746
+1,783
| +30% | +$302K | 0.27% | 47 |
|
|
2020
Q3 | $889K | Buy |
5,963
+1,248
| +26% | +$175K | 0.18% | 59 |
|
|
2020
Q2 | $596K | Buy |
4,715
+95
| +2% | +$11.3K | 0.14% | 67 |
|
|
2020
Q1 | $536K | Buy |
4,620
+593
| +15% | +$75.7K | 0.14% | 60 |
|
|
2019
Q4 | $595K | Buy |
4,027
+260
| +7% | +$36.3K | 0.13% | 66 |
|
|
2019
Q3 | $476K | Buy |
3,767
+238
| +7% | +$30.2K | 0.11% | 72 |
|
|
2019
Q2 | $481K | Buy |
3,529
+397
| +13% | +$52.5K | 0.11% | 70 |
|
|
2019
Q1 | $424K | Buy |
3,132
+262
| +9% | +$34.8K | 0.1% | 67 |
|
|
2018
Q4 | $365K | Buy |
2,870
+170
| +6% | +$22.1K | 0.1% | 68 |
|
|
2018
Q3 | $412K | Buy |
2,700
+58
| +2% | +$8.2K | 0.1% | 63 |
|
|
2018
Q2 | $358K | Sell |
2,642
-9
| -0.3% | -$1.34K | 0.09% | 67 |
|
|
2018
Q1 | $391K | Sell |
2,651
-58
| -2% | -$9.16K | 0.1% | 61 |
|
|
2017
Q4 | $427K | Sell |
2,709
-57
| -2% | -$7.91K | 0.12% | 60 |
|
|
2017
Q3 | $345K | Sell |
2,766
-238
| -8% | -$27.4K | 0.1% | 67 |
|
|
2017
Q2 | $323K | Buy |
3,004
+350
| +13% | +$35.6K | 0.1% | 72 |
|
|
2017
Q1 | $246K | Sell |
2,654
-296
| -10% | -$28K | 0.08% | 80 |
|
|
2016
Q4 | $274K | Sell |
2,950
-177
| -6% | -$16K | 0.1% | 69 |
|
|
2016
Q3 | $278K | Sell |
3,127
-421
| -12% | -$34.4K | 0.1% | 67 |
|
|
2016
Q2 | $269K | Buy |
3,548
+402
| +13% | +$30.1K | 0.1% | 75 |
|
|
2016
Q1 | $241K | Buy |
3,146
+64
| +2% | +$4.29K | 0.1% | 76 |
|
|
2015
Q4 | $209K | Buy |
3,082
+1,006
| +48% | +$70.3K | 0.08% | 87 |
|
|
2015
Q3 | $136K | Buy |
2,076
+129
| +7% | +$9.87K | 0.06% | 95 |
|
|
2015
Q2 | $165K | Sell |
1,947
-265
| -12% | -$22.8K | 0.07% | 92 |
|
|
2015
Q1 | $177K | Buy |
2,212
+99
| +5% | +$8.23K | 0.07% | 79 |
|
|
2014
Q4 | $193K | Buy |
+2,113
| New | +$206K | 0.09% | 71 |
|
Other funds holding CAT
VCM
VPM
MV Capital Management's CAT Position: Q1 2026 in Review
MV Capital Management reduced its Caterpillar (CAT) stake by 6.3% in Q1 2026, selling an estimated $457K and leaving 9,757 shares worth $6.91M. The position accounts for 0.68% of the portfolio, ranked #35.
MV Capital Management first reported a position in CAT in Q4 2014 and has held it in 46 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- MV Capital Management held 9,757 shares of Caterpillar worth $6.91M as of Q1 2026.
- MV Capital Management sold 660 Caterpillar shares in Q1 2026, an estimated $457K.
- Caterpillar made up 0.68% of MV Capital Management's portfolio in Q1 2026, its #35 holding.
- MV Capital Management first reported a position in Caterpillar in Q4 2014 and has held it in 46 quarters since.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.