Plante Moran Financial 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 | $323K | Sell |
456
-521
| -53% | -$361K | 0.02% | 120 |
|
|
2025
Q4 | $560K | Hold |
977
| – | – | 0.04% | 88 |
|
|
2025
Q3 | $466K | Hold |
977
| – | – | 0.03% | 93 |
|
|
2025
Q2 | $379K | Sell |
977
-12
| -1% | -$4K | 0.03% | 105 |
|
|
2025
Q1 | $326K | Buy |
989
+12
| +1% | +$4.27K | 0.03% | 116 |
|
|
2024
Q4 | $354K | Sell |
977
-1
| -0.1% | -$388 | 0.03% | 110 |
|
|
2024
Q3 | $383K | Sell |
978
-82
| -8% | -$28.3K | 0.03% | 105 |
|
|
2024
Q2 | $353K | Buy |
1,060
+100
| +10% | +$34.7K | 0.04% | 106 |
|
|
2024
Q1 | $352K | Sell |
960
-198
| -17% | -$63.3K | 0.04% | 108 |
|
|
2023
Q4 | $342K | Buy |
1,158
+231
| +25% | +$59.9K | 0.04% | 111 |
|
|
2023
Q3 | $253K | Sell |
927
-54
| -6% | -$14.6K | 0.03% | 126 |
|
|
2023
Q2 | $241K | Buy |
981
+54
| +6% | +$12K | 0.03% | 133 |
|
|
2023
Q1 | $212K | Buy |
927
+50
| +6% | +$12.1K | 0.03% | 143 |
|
|
2022
Q4 | $210K | Sell |
877
-101
| -10% | -$22K | 0.03% | 148 |
|
|
2022
Q3 | $160K | Buy |
978
+891
| +1,024% | +$163K | 0.03% | 161 |
|
|
2022
Q2 | $16K | Buy |
87
+8
| +10% | +$1.69K | ﹤0.01% | 511 |
|
|
2022
Q1 | $18K | Sell |
79
-104
| -57% | -$21.8K | ﹤0.01% | 508 |
|
|
2021
Q4 | $38K | Sell |
183
-785
| -81% | -$158K | 0.01% | 414 |
|
|
2021
Q3 | $186K | Buy |
968
+681
| +237% | +$142K | 0.04% | 193 |
|
|
2021
Q2 | $62K | Buy |
287
+232
| +422% | +$53.6K | 0.02% | 325 |
|
|
2021
Q1 | $13K | Sell |
55
-586
| -91% | -$121K | ﹤0.01% | 607 |
|
|
2020
Q4 | $117K | Buy |
641
+580
| +951% | +$98.4K | 0.04% | 229 |
|
|
2020
Q3 | $9K | Sell |
61
-117
| -66% | -$16.4K | ﹤0.01% | 621 |
|
|
2020
Q2 | $23K | Sell |
178
-1,232
| -87% | -$146K | 0.01% | 401 |
|
|
2020
Q1 | $164K | Buy |
1,410
+352
| +33% | +$45K | 0.08% | 139 |
|
|
2019
Q4 | $156K | Sell |
1,058
-226
| -18% | -$31.5K | 0.05% | 184 |
|
|
2019
Q3 | $162K | Sell |
1,284
-190
| -13% | -$24.1K | 0.05% | 182 |
|
|
2019
Q2 | $201K | Sell |
1,474
-216
| -13% | -$28.5K | 0.06% | 149 |
|
|
2019
Q1 | $229K | Sell |
1,690
-1
| -0.1% | -$133 | 0.07% | 134 |
|
|
2018
Q4 | $215K | Buy |
1,691
+550
| +48% | +$71.6K | 0.07% | 133 |
|
|
2018
Q3 | $174K | Sell |
1,141
-151
| -12% | -$21.4K | 0.06% | 165 |
|
|
2018
Q2 | $175K | Sell |
1,292
-614
| -32% | -$91.7K | 0.09% | 177 |
|
|
2018
Q1 | $281K | Buy |
1,906
+669
| +54% | +$106K | 0.15% | 117 |
|
|
2017
Q4 | $195K | Buy |
1,237
+192
| +18% | +$26.6K | 0.11% | 143 |
|
|
2017
Q3 | $130K | Sell |
1,045
-6,207
| -86% | -$715K | 0.08% | 168 |
|
|
2017
Q2 | $779K | Buy |
7,252
+190
| +3% | +$19.3K | 0.49% | 45 |
|
|
2017
Q1 | $655K | Sell |
7,062
-142
| -2% | -$13.4K | 0.39% | 59 |
|
|
2016
Q4 | $668K | Buy |
7,204
+6,077
| +539% | +$551K | 0.42% | 51 |
|
|
2016
Q3 | $100K | Buy |
1,127
+500
| +80% | +$40.9K | 0.07% | 205 |
|
|
2016
Q2 | $48K | Sell |
627
-129
| -17% | -$9.66K | 0.03% | 286 |
|
|
2016
Q1 | $58K | Sell |
756
-79
| -9% | -$5.3K | 0.04% | 241 |
|
|
2015
Q4 | $57K | Sell |
835
-396
| -32% | -$27.7K | 0.04% | 254 |
|
|
2015
Q3 | $80K | Sell |
1,231
-9
| -0.7% | -$688 | 0.06% | 211 |
|
|
2015
Q2 | $105K | Buy |
1,240
+345
| +39% | +$29.7K | 0.08% | 181 |
|
|
2015
Q1 | $72K | Sell |
895
-127
| -12% | -$10.6K | 0.05% | 231 |
|
|
2014
Q4 | $94K | Buy |
1,022
+370
| +57% | +$36K | 0.07% | 191 |
|
|
2014
Q3 | $65K | Sell |
652
-542
| -45% | -$57.5K | 0.06% | 218 |
|
|
2014
Q2 | $130K | Buy |
1,194
+577
| +94% | +$60.6K | 0.12% | 120 |
|
|
2014
Q1 | $61K | Sell |
617
-517
| -46% | -$48.8K | 0.07% | 152 |
|
|
2013
Q4 | $103K | Buy |
1,134
+497
| +78% | +$42.4K | 0.06% | 152 |
|
|
2013
Q3 | $53K | Sell |
637
-202
| -24% | -$17.1K | 0.03% | 182 |
|
|
2013
Q2 | $69K | Buy |
+839
| New | +$71.3K | 0.05% | 135 |
|
Other funds holding CAT
VCM
VPM
Plante Moran Financial Advisors's CAT Position: Q1 2026 in Review
Plante Moran Financial Advisors reduced its Caterpillar (CAT) stake by 53% in Q1 2026, selling an estimated $361K and leaving 456 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #120.
Plante Moran Financial Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $779K in Q2 2017. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Plante Moran Financial Advisors held 456 shares of Caterpillar worth $323K as of Q1 2026.
- Plante Moran Financial Advisors sold 521 Caterpillar shares in Q1 2026, an estimated $361K.
- Caterpillar made up 0.02% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #120 holding.
- Plante Moran Financial Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- Plante Moran Financial Advisors's Caterpillar position peaked at $779K in Q2 2017.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.