Nicolet Bankshares’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 | $11.9M | Buy |
16,638
+12,268
| +281% | +$8.5M | 0.44% | 46 |
|
|
2025
Q4 | $2.5M | Buy |
4,370
+50
| +1% | +$27.8K | 0.4% | 39 |
|
|
2025
Q3 | $2.06M | Buy |
4,320
+876
| +25% | +$374K | 0.33% | 47 |
|
|
2025
Q2 | $1.34M | Sell |
3,444
-54
| -2% | -$18K | 0.23% | 67 |
|
|
2025
Q1 | $1.15M | Buy |
3,498
+214
| +7% | +$76.2K | 0.23% | 71 |
|
|
2024
Q4 | $1.19M | Hold |
3,284
| – | – | 0.28% | 73 |
|
|
2024
Q3 | $1.28M | Hold |
3,284
| – | – | 0.31% | 73 |
|
|
2024
Q2 | $1.09M | Hold |
3,284
| – | – | 0.27% | 80 |
|
|
2024
Q1 | $1.2M | Sell |
3,284
-7
| -0.2% | -$2.24K | 0.3% | 79 |
|
|
2023
Q4 | $973K | Hold |
3,291
| – | – | 0.26% | 90 |
|
|
2023
Q3 | $898K | Hold |
3,291
| – | – | 0.28% | 84 |
|
|
2023
Q2 | $810K | Hold |
3,291
| – | – | 0.23% | 89 |
|
|
2023
Q1 | $753K | Buy |
3,291
+465
| +16% | +$112K | 0.24% | 83 |
|
|
2022
Q4 | $677K | Buy |
2,826
+26
| +0.9% | +$5.66K | 0.23% | 82 |
|
|
2022
Q3 | $459K | Sell |
2,800
-200
| -7% | -$36.5K | 0.13% | 115 |
|
|
2022
Q2 | $536K | Buy |
3,000
+110
| +4% | +$23.2K | 0.14% | 111 |
|
|
2022
Q1 | $644K | Sell |
2,890
-99
| -3% | -$20.8K | 0.14% | 103 |
|
|
2021
Q4 | $618K | Hold |
2,989
| – | – | 0.14% | 105 |
|
|
2021
Q3 | $574K | Sell |
2,989
-529
| -15% | -$110K | 0.15% | 108 |
|
|
2021
Q2 | $766K | Hold |
3,518
| – | – | 0.2% | 85 |
|
|
2021
Q1 | $816K | Buy |
3,518
+599
| +21% | +$124K | 0.23% | 78 |
|
|
2020
Q4 | $531K | Sell |
2,919
-150
| -5% | -$25.4K | 0.16% | 109 |
|
|
2020
Q3 | $458K | Buy |
3,069
+40
| +1% | +$5.62K | 0.16% | 106 |
|
|
2020
Q2 | $383K | Sell |
3,029
-455
| -13% | -$53.9K | 0.14% | 110 |
|
|
2020
Q1 | $404K | Hold |
3,484
| – | – | 0.18% | 101 |
|
|
2019
Q4 | $515K | Sell |
3,484
-25
| -0.7% | -$3.49K | 0.19% | 100 |
|
|
2019
Q3 | $443K | Sell |
3,509
-52
| -1% | -$6.61K | 0.18% | 114 |
|
|
2019
Q2 | $485K | Hold |
3,561
| – | – | 0.2% | 98 |
|
|
2019
Q1 | $482K | Hold |
3,561
| – | – | 0.2% | 93 |
|
|
2018
Q4 | $452K | Sell |
3,561
-30
| -0.8% | -$3.9K | 0.22% | 88 |
|
|
2018
Q3 | $548K | Hold |
3,591
| – | – | 0.22% | 88 |
|
|
2018
Q2 | $487K | Hold |
3,591
| – | – | 0.2% | 94 |
|
|
2018
Q1 | $529K | Sell |
3,591
-75
| -2% | -$11.8K | 0.23% | 86 |
|
|
2017
Q4 | $578K | Sell |
3,666
-273
| -7% | -$37.9K | 0.25% | 83 |
|
|
2017
Q3 | $491K | Sell |
3,939
-116
| -3% | -$13.4K | 0.22% | 93 |
|
|
2017
Q2 | $436K | Buy |
4,055
+200
| +5% | +$20.3K | 0.21% | 98 |
|
|
2017
Q1 | $358K | Buy |
3,855
+181
| +5% | +$17.1K | 0.19% | 101 |
|
|
2016
Q4 | $341K | Buy |
3,674
+216
| +6% | +$19.6K | 0.19% | 104 |
|
|
2016
Q3 | $307K | Buy |
3,458
+34
| +1% | +$2.78K | 0.18% | 115 |
|
|
2016
Q2 | $260K | Hold |
3,424
| – | – | 0.17% | 119 |
|
|
2016
Q1 | $262K | Hold |
3,424
| – | – | 0.19% | 114 |
|
|
2015
Q4 | $213K | Buy |
+3,424
| New | +$239K | 0.21% | 124 |
|
Other funds holding CAT
VCM
VPM
Nicolet Bankshares's CAT Position: Q1 2026 in Review
Nicolet Bankshares increased its Caterpillar (CAT) stake by 281% in Q1 2026, buying an estimated $8.5M and bringing the position to 16,638 shares worth $11.9M. The position accounts for 0.44% of the portfolio, ranked #46.
Nicolet Bankshares first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Nicolet Bankshares held 16,638 shares of Caterpillar worth $11.9M as of Q1 2026.
- Nicolet Bankshares bought 12,268 Caterpillar shares in Q1 2026, an estimated $8.5M.
- Caterpillar made up 0.44% of Nicolet Bankshares's portfolio in Q1 2026, its #46 holding.
- Nicolet Bankshares first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.