Parsons 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
Q2 | $40.6M | Buy |
38,140
+485
| +1% | +$426K | 1.84% | 9 |
|
|
2026
Q1 | $26.7M | Sell |
37,655
-756
| -2% | -$524K | 1.22% | 13 |
|
|
2025
Q4 | $22M | Sell |
38,411
-422
| -1% | -$235K | 1.21% | 14 |
|
|
2025
Q3 | $18.5M | Sell |
38,833
-384
| -1% | -$164K | 1.05% | 16 |
|
|
2025
Q2 | $15.2M | Sell |
39,217
-615
| -2% | -$205K | 0.93% | 21 |
|
|
2025
Q1 | $13.1M | Sell |
39,832
-420
| -1% | -$150K | 0.72% | 30 |
|
|
2024
Q4 | $14.6M | Sell |
40,252
-226
| -0.6% | -$87.6K | 0.79% | 29 |
|
|
2024
Q3 | $15.8M | Buy |
40,478
+8
| +0% | +$2.76K | 1% | 20 |
|
|
2024
Q2 | $13.5M | Buy |
40,470
+711
| +2% | +$247K | 0.92% | 23 |
|
|
2024
Q1 | $14.6M | Buy |
39,759
+522
| +1% | +$167K | 1% | 22 |
|
|
2023
Q4 | $11.6M | Buy |
39,237
+2,143
| +6% | +$556K | 0.83% | 24 |
|
|
2023
Q3 | $10.1M | Buy |
37,094
+69
| +0.2% | +$18.7K | 0.8% | 25 |
|
|
2023
Q2 | $9.11M | Buy |
37,025
+460
| +1% | +$103K | 0.7% | 28 |
|
|
2023
Q1 | $8.37M | Sell |
36,565
-407
| -1% | -$98.4K | 0.67% | 28 |
|
|
2022
Q4 | $8.86M | Buy |
36,972
+1,151
| +3% | +$251K | 0.74% | 27 |
|
|
2022
Q3 | $5.88M | Buy |
35,821
+326
| +0.9% | +$59.6K | 0.53% | 36 |
|
|
2022
Q2 | $6.34M | Buy |
35,495
+70
| +0.2% | +$14.8K | 0.57% | 38 |
|
|
2022
Q1 | $7.89M | Sell |
35,425
-62
| -0.2% | -$13K | 0.6% | 36 |
|
|
2021
Q4 | $7.34M | Sell |
35,487
-16
| -0% | -$3.22K | 0.53% | 38 |
|
|
2021
Q3 | $6.82M | Buy |
35,503
+808
| +2% | +$168K | 0.53% | 41 |
|
|
2021
Q2 | $7.55M | Sell |
34,695
-115
| -0.3% | -$26.6K | 0.58% | 34 |
|
|
2021
Q1 | $8.07M | Sell |
34,810
-25
| -0.1% | -$5.17K | 0.66% | 31 |
|
|
2020
Q4 | $6.34M | Sell |
34,835
-131
| -0.4% | -$22.2K | 0.55% | 39 |
|
|
2020
Q3 | $5.21M | Buy |
34,966
+1,050
| +3% | +$147K | 0.51% | 42 |
|
|
2020
Q2 | $4.29M | Sell |
33,916
-528
| -2% | -$62.6K | 0.46% | 47 |
|
|
2020
Q1 | $4M | Sell |
34,444
-2,099
| -6% | -$268K | 0.52% | 44 |
|
|
2019
Q4 | $5.4M | Buy |
36,543
+67
| +0.2% | +$9.35K | 0.54% | 44 |
|
|
2019
Q3 | $4.61M | Sell |
36,476
-115
| -0.3% | -$14.6K | 0.5% | 45 |
|
|
2019
Q2 | $4.99M | Buy |
36,591
+167
| +0.5% | +$22.1K | 0.54% | 43 |
|
|
2019
Q1 | $4.93M | Sell |
36,424
-155
| -0.4% | -$20.6K | 0.54% | 45 |
|
|
2018
Q4 | $4.65M | Buy |
36,579
+37
| +0.1% | +$4.81K | 0.57% | 38 |
|
|
2018
Q3 | $5.57M | Sell |
36,542
-426
| -1% | -$60.3K | 0.59% | 36 |
|
|
2018
Q2 | $5.01M | Sell |
36,968
-421
| -1% | -$62.9K | 0.57% | 37 |
|
|
2018
Q1 | $5.51M | Sell |
37,389
-1,903
| -5% | -$300K | 0.64% | 32 |
|
|
2017
Q4 | $6.19M | Sell |
39,292
-1,150
| -3% | -$160K | 0.69% | 29 |
|
|
2017
Q3 | $5.04M | Buy |
40,442
+52
| +0.1% | +$5.99K | 0.59% | 38 |
|
|
2017
Q2 | $4.34M | Sell |
40,390
-475
| -1% | -$48.3K | 0.53% | 43 |
|
|
2017
Q1 | $3.79M | Sell |
40,865
-1,460
| -3% | -$138K | 0.48% | 47 |
|
|
2016
Q4 | $3.92M | Buy |
42,325
+485
| +1% | +$44K | 0.52% | 45 |
|
|
2016
Q3 | $3.71M | Buy |
41,840
+125
| +0.3% | +$10.2K | 0.5% | 46 |
|
|
2016
Q2 | $3.16M | Buy |
41,715
+1,046
| +3% | +$78.4K | 0.43% | 55 |
|
|
2016
Q1 | $3.11M | Sell |
40,669
-6,000
| -13% | -$402K | 0.43% | 56 |
|
|
2015
Q4 | $3.17M | Buy |
46,669
+1,565
| +3% | +$109K | 0.45% | 54 |
|
|
2015
Q3 | $2.95M | Sell |
45,104
-1,750
| -4% | -$134K | 0.43% | 60 |
|
|
2015
Q2 | $3.97M | Buy |
46,854
+1,235
| +3% | +$106K | 0.53% | 51 |
|
|
2015
Q1 | $3.65M | Sell |
45,619
-75
| -0.2% | -$6.23K | 0.51% | 50 |
|
|
2014
Q4 | $4.18M | Buy |
45,694
+215
| +0.5% | +$20.9K | 0.55% | 45 |
|
|
2014
Q3 | $4.5M | Hold |
45,479
| – | – | 0.62% | 38 |
|
|
2014
Q2 | $4.94M | Sell |
45,479
-998
| -2% | -$105K | 0.68% | 35 |
|
|
2014
Q1 | $4.62M | Buy |
46,477
+3,438
| +8% | +$324K | 0.66% | 37 |
|
|
2013
Q4 | $3.91M | Buy |
43,039
+1,790
| +4% | +$153K | 0.59% | 44 |
|
|
2013
Q3 | $3.44M | Sell |
41,249
-1,240
| -3% | -$105K | 0.56% | 47 |
|
|
2013
Q2 | $3.5M | Buy |
+42,489
| New | +$3.61M | 0.6% | 46 |
|
Other funds holding CAT
Parsons Capital Management's CAT Position: Q2 2026 in Review
Parsons Capital Management increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $426K and bringing the position to 38,140 shares worth $40.6M. The position accounts for 1.84% of the portfolio, ranked #9.
Parsons Capital Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Parsons Capital Management held 38,140 shares of Caterpillar worth $40.6M as of Q2 2026.
- Parsons Capital Management bought 485 Caterpillar shares in Q2 2026, an estimated $426K.
- Caterpillar made up 1.84% of Parsons Capital Management's portfolio in Q2 2026, its #9 holding.
- Parsons Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.