Noesis Capital Mangement’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 | $28.9M | Sell |
40,816
-426
| -1% | -$295K | 4.28% | 6 |
|
|
2025
Q4 | $23.6M | Sell |
41,242
-821
| -2% | -$456K | 3.43% | 7 |
|
|
2025
Q3 | $20.1M | Buy |
42,063
+1,183
| +3% | +$505K | 3.12% | 9 |
|
|
2025
Q2 | $15.9M | Sell |
40,880
-581
| -1% | -$194K | 2.76% | 12 |
|
|
2025
Q1 | $13.7M | Buy |
41,461
+769
| +2% | +$274K | 2.72% | 15 |
|
|
2024
Q4 | $14.8M | Sell |
40,692
-41
| -0.1% | -$15.9K | 2.82% | 13 |
|
|
2024
Q3 | $15.9M | Buy |
40,733
+2,503
| +7% | +$864K | 3.16% | 10 |
|
|
2024
Q2 | $12.7M | Sell |
38,230
-301
| -0.8% | -$104K | 2.82% | 12 |
|
|
2024
Q1 | $14.1M | Sell |
38,531
-1,393
| -3% | -$445K | 3.14% | 10 |
|
|
2023
Q4 | $11.8M | Buy |
39,924
+1,172
| +3% | +$304K | 2.78% | 12 |
|
|
2023
Q3 | $10.6M | Sell |
38,752
-530
| -1% | -$144K | 2.77% | 13 |
|
|
2023
Q2 | $9.67M | Sell |
39,282
-653
| -2% | -$146K | 2.38% | 17 |
|
|
2023
Q1 | $9.14M | Buy |
39,935
+1,027
| +3% | +$248K | 2.31% | 16 |
|
|
2022
Q4 | $9.32M | Sell |
38,908
-1,299
| -3% | -$283K | 2.65% | 15 |
|
|
2022
Q3 | $6.6M | Sell |
40,207
-16
| -0% | -$2.92K | 2% | 23 |
|
|
2022
Q2 | $7.19M | Sell |
40,223
-929
| -2% | -$196K | 2.13% | 19 |
|
|
2022
Q1 | $9.17M | Buy |
41,152
+4,167
| +11% | +$874K | 2.21% | 20 |
|
|
2021
Q4 | $7.65M | Sell |
36,985
-4,677
| -11% | -$942K | 1.54% | 27 |
|
|
2021
Q3 | $8M | Buy |
41,662
+986
| +2% | +$205K | 1.56% | 29 |
|
|
2021
Q2 | $8.46M | Buy |
40,676
+430
| +1% | +$99.3K | 1.73% | 25 |
|
|
2021
Q1 | $9.33M | Sell |
40,246
-214
| -0.5% | -$44.3K | 2.1% | 22 |
|
|
2020
Q4 | $7.36M | Buy |
40,460
+1,214
| +3% | +$206K | 1.82% | 25 |
|
|
2020
Q3 | $5.85M | Sell |
39,246
-1,129
| -3% | -$159K | 1.66% | 26 |
|
|
2020
Q2 | $5.11M | Sell |
40,375
-795
| -2% | -$94.3K | 1.61% | 24 |
|
|
2020
Q1 | $4.78M | Sell |
41,170
-100
| -0.2% | -$12.8K | 1.76% | 24 |
|
|
2019
Q4 | $6.09M | Buy |
41,270
+1,177
| +3% | +$164K | 1.7% | 23 |
|
|
2019
Q3 | $5.06M | Buy |
40,093
+653
| +2% | +$83K | 1.64% | 24 |
|
|
2019
Q2 | $5.38M | Sell |
39,440
-280
| -0.7% | -$37K | 1.83% | 22 |
|
|
2019
Q1 | $5.38M | Sell |
39,720
-570
| -1% | -$75.7K | 1.95% | 23 |
|
|
2018
Q4 | $5.12M | Sell |
40,290
-375
| -0.9% | -$48.8K | 2.08% | 21 |
|
|
2018
Q3 | $6.2M | Sell |
40,665
-1,365
| -3% | -$193K | 2.17% | 22 |
|
|
2018
Q2 | $5.7M | Buy |
42,030
+1,575
| +4% | +$235K | 2.09% | 23 |
|
|
2018
Q1 | $5.96M | Buy |
40,455
+1,840
| +5% | +$291K | 2.21% | 21 |
|
|
2017
Q4 | $6.08M | Sell |
38,615
-10
| -0% | -$1.39K | 2.19% | 20 |
|
|
2017
Q3 | $4.82M | Sell |
38,625
-55
| -0.1% | -$6.33K | 1.81% | 28 |
|
|
2017
Q2 | $4.16M | Sell |
38,680
-330
| -0.8% | -$33.5K | 1.59% | 28 |
|
|
2017
Q1 | $3.62M | Sell |
39,010
-500
| -1% | -$47.3K | 1.38% | 30 |
|
|
2016
Q4 | $3.66M | Sell |
39,510
-13,166
| -25% | -$1.19M | 1.53% | 28 |
|
|
2016
Q3 | $4.68M | Sell |
52,676
-3,080
| -6% | -$252K | 2.01% | 24 |
|
|
2016
Q2 | $4.23M | Sell |
55,756
-2,616
| -4% | -$196K | 1.88% | 25 |
|
|
2016
Q1 | $4.47M | Buy |
58,372
+600
| +1% | +$40.2K | 2.03% | 24 |
|
|
2015
Q4 | $3.93M | Sell |
57,772
-2,609
| -4% | -$182K | 1.87% | 26 |
|
|
2015
Q3 | $3.95M | Sell |
60,381
-1,265
| -2% | -$96.8K | 2.09% | 21 |
|
|
2015
Q2 | $5.23M | Buy |
61,646
+255
| +0.4% | +$21.9K | 2.25% | 20 |
|
|
2015
Q1 | $4.91M | Buy |
61,391
+480
| +0.8% | +$39.9K | 2.03% | 21 |
|
|
2014
Q4 | $5.58M | Buy |
60,911
+4,505
| +8% | +$439K | 2.34% | 19 |
|
|
2014
Q3 | $5.59M | Sell |
56,406
-3,305
| -6% | -$350K | 2.43% | 17 |
|
|
2014
Q2 | $6.49M | Sell |
59,711
-750
| -1% | -$78.7K | 2.93% | 12 |
|
|
2014
Q1 | $6.01M | Buy |
60,461
+1,185
| +2% | +$112K | 2.95% | 11 |
|
|
2013
Q4 | $5.38M | Sell |
59,276
-3,565
| -6% | -$304K | 2.65% | 11 |
|
|
2013
Q3 | $5.24M | Sell |
62,841
-710
| -1% | -$60K | 2.76% | 10 |
|
|
2013
Q2 | $5.24M | Buy |
+63,551
| New | +$5.4M | 2.8% | 9 |
|
Other funds holding CAT
VCM
VPM
Noesis Capital Mangement's CAT Position: Q1 2026 in Review
Noesis Capital Mangement reduced its Caterpillar (CAT) stake by 1% in Q1 2026, selling an estimated $295K and leaving 40,816 shares worth $28.9M. The position accounts for 4.28% of the portfolio, ranked #6.
Noesis Capital Mangement first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Noesis Capital Mangement held 40,816 shares of Caterpillar worth $28.9M as of Q1 2026.
- Noesis Capital Mangement sold 426 Caterpillar shares in Q1 2026, an estimated $295K.
- Caterpillar made up 4.28% of Noesis Capital Mangement's portfolio in Q1 2026, its #6 holding.
- Noesis Capital Mangement first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Noesis Capital Mangement's 13F filing for Q1 2026, filed 5 May 2026.