NewEdge 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 | $152M | Sell |
215,064
-18,595
| -8% | -$12.9M | 0.55% | 32 |
|
|
2025
Q4 | $134M | Buy |
233,659
+23,906
| +11% | +$13.3M | 0.49% | 41 |
|
|
2025
Q3 | $100M | Sell |
209,753
-6,906
| -3% | -$2.95M | 0.46% | 36 |
|
|
2025
Q2 | $84.1M | Buy |
216,659
+11,523
| +6% | +$3.84M | 0.43% | 38 |
|
|
2025
Q1 | $67.7M | Buy |
205,136
+19,240
| +10% | +$6.85M | 0.4% | 48 |
|
|
2024
Q4 | $67.4M | Sell |
185,896
-7,551
| -4% | -$2.93M | 0.41% | 46 |
|
|
2024
Q3 | $75.7M | Buy |
193,447
+2,284
| +1% | +$789K | 0.49% | 32 |
|
|
2024
Q2 | $63.7M | Buy |
191,163
+11,524
| +6% | +$4M | 0.46% | 36 |
|
|
2024
Q1 | $65.8M | Buy |
179,639
+5,549
| +3% | +$1.77M | 0.57% | 28 |
|
|
2023
Q4 | $51.2M | Buy |
174,090
+5,131
| +3% | +$1.33M | 0.49% | 37 |
|
|
2023
Q3 | $46.1M | Buy |
168,959
+101,569
| +151% | +$27.6M | 0.51% | 39 |
|
|
2023
Q2 | $16.6M | Buy |
67,390
+7,822
| +13% | +$1.74M | 0.19% | 123 |
|
|
2023
Q1 | $13.4M | Buy |
59,568
+1,585
| +3% | +$383K | 0.17% | 135 |
|
|
2022
Q4 | $5.32M | Buy |
57,983
+3,219
| +6% | +$701K | 0.14% | 150 |
|
|
2022
Q3 | $8.99M | Buy |
54,764
+766
| +1% | +$140K | 0.15% | 156 |
|
|
2022
Q2 | $9.65M | Buy |
53,998
+4,293
| +9% | +$905K | 0.16% | 144 |
|
|
2022
Q1 | $11.1M | Buy |
49,705
+2,076
| +4% | +$435K | 0.18% | 135 |
|
|
2021
Q4 | $9.85M | Buy |
47,629
+18,120
| +61% | +$3.65M | 0.15% | 142 |
|
|
2021
Q3 | $5.67M | Buy |
29,509
+3,792
| +15% | +$790K | 0.14% | 147 |
|
|
2021
Q2 | $5.6M | Buy |
25,717
+1,269
| +5% | +$293K | 0.15% | 146 |
|
|
2021
Q1 | $5.67M | Buy |
24,448
+1,728
| +8% | +$358K | 0.17% | 127 |
|
|
2020
Q4 | $4.13M | Sell |
22,720
-9,255
| -29% | -$1.57M | 0.14% | 156 |
|
|
2020
Q3 | $4.77M | Buy |
31,975
+1,416
| +5% | +$199K | 0.17% | 128 |
|
|
2020
Q2 | $3.87M | Buy |
30,559
+104
| +0.3% | +$12.3K | 0.15% | 137 |
|
|
2020
Q1 | $3.53M | Buy |
30,455
+2,558
| +9% | +$327K | 0.17% | 127 |
|
|
2019
Q4 | $4.12M | Buy |
27,897
+5,674
| +26% | +$792K | 0.16% | 142 |
|
|
2019
Q3 | $2.84M | Buy |
22,223
+6,623
| +42% | +$841K | 0.13% | 167 |
|
|
2019
Q2 | $2.13M | Sell |
15,600
-107
| -0.7% | -$14.1K | 0.13% | 165 |
|
|
2019
Q1 | $2.13M | Buy |
15,707
+4,365
| +38% | +$580K | 0.14% | 161 |
|
|
2018
Q4 | $1.44K | Buy |
11,342
+169
| +2% | +$22K | 0.09% | 186 |
|
|
2018
Q3 | $1.7M | Buy |
11,173
+2,167
| +24% | +$307K | 0.13% | 158 |
|
|
2018
Q2 | $1.23K | Buy |
9,006
+3,729
| +71% | +$557K | 0.11% | 188 |
|
|
2018
Q1 | $759K | Buy |
5,277
+1,013
| +24% | +$160K | 0.09% | 216 |
|
|
2017
Q4 | $708K | Buy |
4,264
+2,505
| +142% | +$347K | 0.1% | 198 |
|
|
2017
Q3 | $223K | Buy |
1,759
+959
| +120% | +$110K | 0.03% | 336 |
|
|
2017
Q2 | $86.3K | Buy |
+800
| New | +$81.3K | 0.01% | 444 |
|
Other funds holding CAT
VCM
VPM
NewEdge Advisors's CAT Position: Q1 2026 in Review
NewEdge Advisors reduced its Caterpillar (CAT) stake by 8% in Q1 2026, selling an estimated $12.9M and leaving 215,064 shares worth $152M. The position accounts for 0.55% of the portfolio, ranked #32.
NewEdge Advisors first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- NewEdge Advisors held 215,064 shares of Caterpillar worth $152M as of Q1 2026.
- NewEdge Advisors sold 18,595 Caterpillar shares in Q1 2026, an estimated $12.9M.
- Caterpillar made up 0.55% of NewEdge Advisors's portfolio in Q1 2026, its #32 holding.
- NewEdge Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.