OneDigital Investment 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 | $12.6M | Buy |
17,825
+596
| +3% | +$413K | 0.12% | 151 |
|
|
2025
Q4 | $9.87M | Sell |
17,229
-42
| -0.2% | -$23.3K | 0.1% | 177 |
|
|
2025
Q3 | $8.24M | Sell |
17,271
-441
| -2% | -$188K | 0.08% | 189 |
|
|
2025
Q2 | $6.88M | Sell |
17,712
-159
| -0.9% | -$53K | 0.08% | 201 |
|
|
2025
Q1 | $5.89M | Sell |
17,871
-672
| -4% | -$239K | 0.07% | 208 |
|
|
2024
Q4 | $6.73M | Sell |
18,543
-672
| -3% | -$261K | 0.08% | 198 |
|
|
2024
Q3 | $7.52M | Buy |
19,215
+464
| +2% | +$160K | 0.09% | 183 |
|
|
2024
Q2 | $6.25M | Buy |
18,751
+2,034
| +12% | +$705K | 0.08% | 197 |
|
|
2024
Q1 | $6.13M | Sell |
16,717
-775
| -4% | -$248K | 0.1% | 174 |
|
|
2023
Q4 | $5.17M | Buy |
17,492
+9,492
| +119% | +$2.46M | 0.09% | 182 |
|
|
2023
Q3 | $2.18M | Buy |
8,000
+1,328
| +20% | +$360K | 0.05% | 269 |
|
|
2023
Q2 | $1.64M | Sell |
6,672
-523
| -7% | -$117K | 0.04% | 311 |
|
|
2023
Q1 | $1.65M | Sell |
7,195
-2,789
| -28% | -$674K | 0.04% | 306 |
|
|
2022
Q4 | $2.39M | Buy |
9,984
+869
| +10% | +$189K | 0.07% | 230 |
|
|
2022
Q3 | $1.5M | Buy |
9,115
+229
| +3% | +$41.8K | 0.06% | 229 |
|
|
2022
Q2 | $1.59M | Buy |
8,886
+124
| +1% | +$26.1K | 0.07% | 194 |
|
|
2022
Q1 | $1.95M | Buy |
8,762
+387
| +5% | +$81.2K | 0.07% | 164 |
|
|
2021
Q4 | $1.73M | Buy |
8,375
+1,179
| +16% | +$237K | 0.06% | 188 |
|
|
2021
Q3 | $1.38M | Buy |
7,196
+1,293
| +22% | +$269K | 0.05% | 211 |
|
|
2021
Q2 | $1.28M | Buy |
5,903
+627
| +12% | +$145K | 0.05% | 216 |
|
|
2021
Q1 | $1.22M | Sell |
5,276
-1,384
| -21% | -$287K | 0.06% | 215 |
|
|
2020
Q4 | $1.21M | Sell |
6,660
-164
| -2% | -$27.8K | 0.06% | 204 |
|
|
2020
Q3 | $1.02M | Sell |
6,824
-631
| -8% | -$88.6K | 0.07% | 197 |
|
|
2020
Q2 | $943K | Sell |
7,455
-62
| -0.8% | -$7.35K | 0.07% | 212 |
|
|
2020
Q1 | $872K | Buy |
7,517
+338
| +5% | +$43.2K | 0.08% | 209 |
|
|
2019
Q4 | $1.06M | Buy |
7,179
+36
| +0.5% | +$5.02K | 0.08% | 186 |
|
|
2019
Q3 | $902K | Sell |
7,143
-2,229
| -24% | -$283K | 0.08% | 179 |
|
|
2019
Q2 | $1.28M | Buy |
9,372
+6,973
| +291% | +$921K | 0.1% | 121 |
|
|
2019
Q1 | $325K | Sell |
2,399
-470
| -16% | -$62.4K | 0.05% | 218 |
|
|
2018
Q4 | $365K | Buy |
2,869
+957
| +50% | +$125K | 0.06% | 195 |
|
|
2018
Q3 | $292K | Sell |
1,912
-192
| -9% | -$27.2K | 0.07% | 138 |
|
|
2018
Q2 | $286K | Buy |
2,104
+729
| +53% | +$109K | 0.06% | 172 |
|
|
2018
Q1 | $203K | Sell |
1,375
-183
| -12% | -$28.9K | 0.04% | 224 |
|
|
2017
Q4 | $245K | Buy |
1,558
+635
| +69% | +$88.1K | 0.03% | 201 |
|
|
2017
Q3 | $115K | Sell |
923
-850
| -48% | -$97.9K | 0.04% | 209 |
|
|
2017
Q2 | $190K | Buy |
+1,773
| New | +$180K | 0.06% | 207 |
|
Other funds holding CAT
VCM
VPM
OneDigital Investment Advisors's CAT Position: Q1 2026 in Review
OneDigital Investment Advisors increased its Caterpillar (CAT) stake by 3.5% in Q1 2026, buying an estimated $413K and bringing the position to 17,825 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #151.
OneDigital Investment Advisors first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- OneDigital Investment Advisors held 17,825 shares of Caterpillar worth $12.6M as of Q1 2026.
- OneDigital Investment Advisors bought 596 Caterpillar shares in Q1 2026, an estimated $413K.
- Caterpillar made up 0.12% of OneDigital Investment Advisors's portfolio in Q1 2026, its #151 holding.
- OneDigital Investment Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.