Patriot Financial Group Insurance Agency’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 | $4.9M | Sell |
4,599
-4,369
| -49% | -$3.84M | 0.5% | 51 |
|
|
2026
Q1 | $6.35M | Buy |
8,968
+6,994
| +354% | +$4.84M | 0.36% | 75 |
|
|
2025
Q4 | $1.13M | Buy |
1,974
+238
| +14% | +$132K | 0.13% | 192 |
|
|
2025
Q3 | $829K | Sell |
1,736
-184
| -10% | -$78.6K | 0.11% | 217 |
|
|
2025
Q2 | $745K | Buy |
1,920
+11
| +0.6% | +$3.67K | 0.09% | 255 |
|
|
2025
Q1 | $630K | Sell |
1,909
-65
| -3% | -$23.2K | 0.08% | 251 |
|
|
2024
Q4 | $716K | Buy |
1,974
+121
| +7% | +$46.9K | 0.1% | 225 |
|
|
2024
Q3 | $725K | Sell |
1,853
-65
| -3% | -$22.4K | 0.1% | 227 |
|
|
2024
Q2 | $639K | Buy |
1,918
+73
| +4% | +$25.3K | 0.09% | 235 |
|
|
2024
Q1 | $676K | Sell |
1,845
-48
| -3% | -$15.3K | 0.11% | 212 |
|
|
2023
Q4 | $560K | Buy |
1,893
+37
| +2% | +$9.6K | 0.11% | 226 |
|
|
2023
Q3 | $507K | Buy |
1,856
+103
| +6% | +$27.9K | 0.1% | 229 |
|
|
2023
Q2 | $431K | Buy |
1,753
+25
| +1% | +$5.57K | 0.08% | 272 |
|
|
2023
Q1 | $395K | Buy |
1,728
+410
| +31% | +$99.1K | 0.08% | 272 |
|
|
2022
Q4 | $316K | Sell |
1,318
-214
| -14% | -$46.6K | 0.04% | 305 |
|
|
2022
Q3 | $251K | Buy |
1,532
+158
| +11% | +$28.9K | 0.06% | 333 |
|
|
2022
Q2 | $246K | Sell |
1,374
-372
| -21% | -$78.4K | 0.05% | 339 |
|
|
2022
Q1 | $389K | Sell |
1,746
-656
| -27% | -$138K | 0.07% | 278 |
|
|
2021
Q4 | $497K | Buy |
2,402
+40
| +2% | +$8.05K | 0.08% | 244 |
|
|
2021
Q3 | $453K | Buy |
2,362
+352
| +18% | +$73.3K | 0.08% | 257 |
|
|
2021
Q2 | $437K | Buy |
2,010
+272
| +16% | +$62.8K | 0.08% | 252 |
|
|
2021
Q1 | $403K | Sell |
1,738
-144
| -8% | -$29.8K | 0.09% | 231 |
|
|
2020
Q4 | $343K | Buy |
1,882
+895
| +91% | +$152K | 0.09% | 236 |
|
|
2020
Q3 | $147K | Buy |
987
+53
| +6% | +$7.45K | 0.05% | 323 |
|
|
2020
Q2 | $118K | Sell |
934
-158
| -14% | -$18.7K | 0.05% | 318 |
|
|
2020
Q1 | $127K | Buy |
1,092
+301
| +38% | +$38.4K | 0.06% | 285 |
|
|
2019
Q4 | $117K | Sell |
791
-205
| -21% | -$28.6K | 0.04% | 317 |
|
|
2019
Q3 | $126K | Sell |
996
-683
| -41% | -$86.8K | 0.06% | 275 |
|
|
2019
Q2 | $228K | Buy |
1,679
+268
| +19% | +$35.4K | 0.1% | 173 |
|
|
2019
Q1 | $191K | Sell |
1,411
-327
| -19% | -$43.4K | 0.1% | 168 |
|
|
2018
Q4 | $221K | Buy |
1,738
+157
| +10% | +$20.4K | 0.15% | 118 |
|
|
2018
Q3 | $240K | Buy |
1,581
+127
| +9% | +$18K | 0.14% | 100 |
|
|
2018
Q2 | $197K | Sell |
1,454
-383
| -21% | -$57.2K | 0.21% | 79 |
|
|
2018
Q1 | $264K | Buy |
1,837
+714
| +64% | +$113K | 0.2% | 107 |
|
|
2017
Q4 | $185K | Buy |
1,123
+810
| +259% | +$112K | 0.14% | 134 |
|
|
2017
Q3 | $40K | Buy |
313
+300
| +2,308% | +$34.5K | 0.04% | 288 |
|
|
2017
Q2 | $1K | Buy |
+13
| New | +$1.32K | ﹤0.01% | 866 |
|
Other funds holding CAT
Patriot Financial Group Insurance Agency's CAT Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Caterpillar (CAT) stake by 49% in Q2 2026, selling an estimated $3.84M and leaving 4,599 shares worth $4.9M. The position accounts for 0.5% of the portfolio, ranked #51.
Patriot Financial Group Insurance Agency first reported a position in CAT in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.35M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Patriot Financial Group Insurance Agency held 4,599 shares of Caterpillar worth $4.9M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 4,369 Caterpillar shares in Q2 2026, an estimated $3.84M.
- Caterpillar made up 0.5% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #51 holding.
- Patriot Financial Group Insurance Agency first reported a position in Caterpillar in Q2 2017 and has held it in 37 quarters since.
- Patriot Financial Group Insurance Agency's Caterpillar position peaked at $6.35M in Q1 2026.
- 2,524 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.