PFG 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
Q3 | $7.68M | Sell |
9,469
-1,588
| -14% | -$1.35M | 0.39% | 49 |
|
|
2026
Q2 | $11.8M | Sell |
11,057
-956
| -8% | -$840K | 0.59% | 27 |
|
|
2026
Q1 | $8.51M | Buy |
12,013
+329
| +3% | +$228K | 0.41% | 55 |
|
|
2025
Q4 | $6.69M | Sell |
11,684
-6,194
| -35% | -$3.44M | 0.32% | 73 |
|
|
2025
Q3 | $8.53M | Buy |
17,878
+489
| +3% | +$209K | 0.35% | 66 |
|
|
2025
Q2 | $6.75M | Buy |
17,389
+2,262
| +15% | +$754K | 0.31% | 59 |
|
|
2025
Q1 | $4.99M | Buy |
15,127
+5,891
| +64% | +$2.1M | 0.28% | 90 |
|
|
2024
Q4 | $3.35M | Sell |
9,236
-646
| -7% | -$251K | 0.21% | 115 |
|
|
2024
Q3 | $3.87M | Sell |
9,882
-741
| -7% | -$256K | 0.24% | 97 |
|
|
2024
Q2 | $3.54M | Buy |
10,623
+199
| +2% | +$69K | 0.24% | 98 |
|
|
2024
Q1 | $3.82M | Buy |
10,424
+86
| +0.8% | +$27.5K | 0.28% | 90 |
|
|
2023
Q4 | $3.06M | Sell |
10,338
-124
| -1% | -$32.2K | 0.25% | 108 |
|
|
2023
Q3 | $2.86M | Sell |
10,462
-1,481
| -12% | -$402K | 0.26% | 102 |
|
|
2023
Q2 | $2.94M | Buy |
11,943
+212
| +2% | +$47.3K | 0.22% | 113 |
|
|
2023
Q1 | $2.68M | Buy |
11,731
+954
| +9% | +$231K | 0.22% | 122 |
|
|
2022
Q4 | $2.58M | Buy |
10,777
+191
| +2% | +$41.6K | 0.25% | 106 |
|
|
2022
Q3 | $1.74M | Buy |
10,586
+112
| +1% | +$20.5K | 0.2% | 141 |
|
|
2022
Q2 | $1.87M | Buy |
10,474
+143
| +1% | +$30.1K | 0.21% | 109 |
|
|
2022
Q1 | $2.3M | Buy |
10,331
+234
| +2% | +$49.1K | 0.23% | 97 |
|
|
2021
Q4 | $2.09M | Buy |
10,097
+1,047
| +12% | +$211K | 0.21% | 141 |
|
|
2021
Q3 | $1.74M | Buy |
9,050
+4,918
| +119% | +$1.02M | 0.19% | 161 |
|
|
2021
Q2 | $899K | Buy |
4,132
+183
| +5% | +$42.3K | 0.1% | 253 |
|
|
2021
Q1 | $916K | Sell |
3,949
-1,388
| -26% | -$287K | 0.12% | 227 |
|
|
2020
Q4 | $971K | Buy |
5,337
+84
| +2% | +$14.2K | 0.16% | 163 |
|
|
2020
Q3 | $814K | Buy |
5,253
+143
| +3% | +$20.1K | 0.16% | 172 |
|
|
2020
Q2 | $654K | Buy |
5,110
+555
| +12% | +$65.8K | 0.15% | 170 |
|
|
2020
Q1 | $522K | Buy |
4,555
+2,247
| +97% | +$287K | 0.14% | 173 |
|
|
2019
Q4 | $341K | Buy |
2,308
+276
| +14% | +$38.5K | 0.08% | 228 |
|
|
2019
Q3 | $243K | Sell |
2,032
-194
| -9% | -$24.6K | 0.07% | 268 |
|
|
2019
Q2 | $296K | Buy |
+2,226
| New | +$294K | 0.08% | 251 |
|
|
2019
Q1 | – | Sell |
-3,678
| Closed | -$488K | – | 295 |
|
|
2018
Q4 | $488K | Buy |
+3,678
| New | +$479K | 0.15% | 174 |
|
Other funds holding CAT
PFG Advisors's CAT Position: Q3 2026 in Review
PFG Advisors reduced its Caterpillar (CAT) stake by 14% in Q3 2026, selling an estimated $1.35M and leaving 9,469 shares worth $7.68M. The position accounts for 0.39% of the portfolio, ranked #49.
PFG Advisors first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.8M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.
- PFG Advisors held 9,469 shares of Caterpillar worth $7.68M as of Q3 2026.
- PFG Advisors sold 1,588 Caterpillar shares in Q3 2026, an estimated $1.35M.
- Caterpillar made up 0.39% of PFG Advisors's portfolio in Q3 2026, its #49 holding.
- PFG Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- PFG Advisors's Caterpillar position peaked at $11.8M in Q2 2026.
- 1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.
Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.