Prelude 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
Q1 | $576K | Sell |
813
-35
| -4% | -$24.2K | 0.04% | 455 |
|
|
2025
Q4 | $486K | Buy |
+848
| New | +$471K | 0.04% | 550 |
|
|
2025
Q1 | – | Sell |
-650
| Closed | -$236K | – | 1221 |
|
|
2024
Q4 | $236K | Buy |
+650
| New | +$252K | 0.01% | 911 |
|
|
2024
Q3 | – | Sell |
-1,288
| Closed | -$429K | – | 1298 |
|
|
2024
Q2 | $429K | Buy |
1,288
+713
| +124% | +$247K | 0.03% | 609 |
|
|
2024
Q1 | $211K | Buy |
+575
| New | +$184K | 0.01% | 1082 |
|
|
2023
Q4 | – | Sell |
-1,314
| Closed | -$341K | – | 1148 |
|
|
2023
Q3 | $359K | Buy |
1,314
+283
| +27% | +$76.8K | 0.02% | 591 |
|
|
2023
Q2 | $254K | Sell |
1,031
-24,961
| -96% | -$5.57M | 0.02% | 723 |
|
|
2023
Q1 | $5.95M | Buy |
25,992
+23,488
| +938% | +$5.68M | 0.36% | 45 |
|
|
2022
Q4 | $600K | Buy |
+2,504
| New | +$545K | 0.03% | 502 |
|
|
2022
Q1 | – | Sell |
-1,297
| Closed | -$272K | – | 1869 |
|
|
2021
Q4 | $268K | Sell |
1,297
-1,740
| -57% | -$350K | 0.01% | 1384 |
|
|
2021
Q3 | $583K | Sell |
3,037
-11,772
| -79% | -$2.45M | 0.01% | 816 |
|
|
2021
Q2 | $3.22M | Buy |
+14,809
| New | +$3.42M | 0.1% | 157 |
|
|
2020
Q4 | – | Sell |
-3,363
| Closed | -$570K | – | 1352 |
|
|
2020
Q3 | $502K | Buy |
+3,363
| New | +$472K | 0.02% | 441 |
|
|
2019
Q2 | – | Sell |
-6,404
| Closed | -$846K | – | 1711 |
|
|
2019
Q1 | $868K | Buy |
6,404
+84
| +1% | +$11.2K | 0.05% | 359 |
|
|
2018
Q4 | $803K | Buy |
6,320
+2,033
| +47% | +$265K | 0.05% | 364 |
|
|
2018
Q3 | $654K | Sell |
4,287
-4,683
| -52% | -$662K | 0.04% | 462 |
|
|
2018
Q2 | $1.22M | Buy |
8,970
+2,761
| +44% | +$413K | 0.08% | 283 |
|
|
2018
Q1 | $915K | Buy |
6,209
+1,959
| +46% | +$309K | 0.07% | 301 |
|
|
2017
Q4 | $670K | Buy |
+4,250
| New | +$589K | 0.05% | 342 |
|
|
2015
Q4 | – | Sell |
-2,079
| Closed | -$136K | – | 1470 |
|
|
2015
Q3 | $136K | Buy |
+2,079
| New | +$159K | 0.02% | 743 |
|
|
2015
Q1 | – | Sell |
-2,200
| Closed | -$201K | – | 1948 |
|
|
2014
Q4 | $201K | Hold |
2,200
| – | – | 0.03% | 638 |
|
|
2014
Q3 | $218K | Sell |
2,200
-4,344
| -66% | -$460K | 0.03% | 680 |
|
|
2014
Q2 | $711K | Buy |
6,544
+1,989
| +44% | +$209K | 0.09% | 270 |
|
|
2014
Q1 | $453K | Sell |
4,555
-716
| -14% | -$67.5K | 0.06% | 443 |
|
|
2013
Q4 | $479K | Buy |
+5,271
| New | +$450K | 0.08% | 364 |
|
|
2013
Q3 | – | Sell |
-6,400
| Closed | -$528K | – | 1717 |
|
|
2013
Q2 | $528K | Buy |
+6,400
| New | +$544K | 0.11% | 239 |
|
Other funds holding CAT
VCM
VPM
Prelude Capital Management's CAT Position: Q1 2026 in Review
Prelude Capital Management reduced its Caterpillar (CAT) stake by 4.1% in Q1 2026, selling an estimated $24.2K and leaving 813 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #455.
Prelude Capital Management first reported a position in CAT in Q2 2013 and has held it in 26 quarters since. The position peaked at $5.95M in Q1 2023. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Prelude Capital Management held 813 shares of Caterpillar worth $576K as of Q1 2026.
- Prelude Capital Management sold 35 Caterpillar shares in Q1 2026, an estimated $24.2K.
- Caterpillar made up 0.04% of Prelude Capital Management's portfolio in Q1 2026, its #455 holding.
- Prelude Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 26 quarters since.
- Prelude Capital Management's Caterpillar position peaked at $5.95M in Q1 2023.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.