Proficio Capital Partners’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 | $505K | Buy |
713
+5
| +0.7% | +$3.46K | 0.03% | 171 |
|
|
2025
Q4 | $406K | Sell |
708
-66
| -9% | -$36.7K | 0.03% | 172 |
|
|
2025
Q3 | $369K | Sell |
774
-1,476
| -66% | -$630K | 0.03% | 152 |
|
|
2025
Q2 | $873K | Buy |
2,250
+26
| +1% | +$8.67K | 0.05% | 170 |
|
|
2025
Q1 | $733K | Buy |
2,224
+6
| +0.3% | +$2.14K | 0.06% | 157 |
|
|
2024
Q4 | $805K | Buy |
2,218
+614
| +38% | +$238K | 0.07% | 127 |
|
|
2024
Q3 | $627K | Sell |
1,604
-484
| -23% | -$167K | 0.06% | 122 |
|
|
2024
Q2 | $696K | Buy |
2,088
+24
| +1% | +$8.32K | 0.07% | 137 |
|
|
2024
Q1 | $756K | Buy |
2,064
+179
| +9% | +$57.2K | 0.08% | 132 |
|
|
2023
Q4 | $557K | Sell |
1,885
-34
| -2% | -$8.82K | 0.07% | 138 |
|
|
2023
Q3 | $524K | Buy |
1,919
+126
| +7% | +$34.2K | 0.07% | 142 |
|
|
2023
Q2 | $441K | Sell |
1,793
-84
| -4% | -$18.7K | 0.06% | 156 |
|
|
2023
Q1 | $430K | Sell |
1,877
-28
| -1% | -$6.77K | 0.07% | 156 |
|
|
2022
Q4 | $459K | Buy |
1,905
+118
| +7% | +$25.7K | 0.09% | 144 |
|
|
2022
Q3 | $285K | Sell |
1,787
-366
| -17% | -$66.9K | 0.05% | 190 |
|
|
2022
Q2 | $385K | Sell |
2,153
-25
| -1% | -$5.27K | 0.07% | 154 |
|
|
2022
Q1 | $485K | Sell |
2,178
-277
| -11% | -$58.1K | 0.07% | 141 |
|
|
2021
Q4 | $507K | Buy |
2,455
+80
| +3% | +$16.1K | 0.07% | 143 |
|
|
2021
Q3 | $456K | Sell |
2,375
-61
| -3% | -$12.7K | 0.06% | 155 |
|
|
2021
Q2 | $530K | Buy |
2,436
+36
| +2% | +$8.31K | 0.06% | 139 |
|
|
2021
Q1 | $557K | Buy |
2,400
+822
| +52% | +$170K | 0.07% | 121 |
|
|
2020
Q4 | $287K | Buy |
1,578
+48
| +3% | +$8.14K | 0.04% | 144 |
|
|
2020
Q3 | $228K | Buy |
+1,530
| New | +$215K | 0.04% | 153 |
|
|
2019
Q3 | – | Sell |
-557
| Closed | -$76K | – | 364 |
|
|
2019
Q2 | $76K | Sell |
557
-254
| -31% | -$33.6K | 0.03% | 265 |
|
|
2019
Q1 | $110K | Buy |
811
+171
| +27% | +$22.7K | 0.04% | 187 |
|
|
2018
Q4 | $81K | Buy |
640
+122
| +24% | +$15.9K | 0.04% | 197 |
|
|
2018
Q3 | $79K | Buy |
518
+25
| +5% | +$3.54K | 0.03% | 245 |
|
|
2018
Q2 | $67K | Buy |
493
+5
| +1% | +$747 | 0.03% | 274 |
|
|
2018
Q1 | $72K | Buy |
488
+50
| +11% | +$7.89K | 0.02% | 264 |
|
|
2017
Q4 | $69K | Buy |
438
+10
| +2% | +$1.39K | 0.02% | 280 |
|
|
2017
Q3 | $53K | Buy |
428
+4
| +0.9% | +$461 | 0.02% | 362 |
|
|
2017
Q2 | $48K | Buy |
424
+9
| +2% | +$914 | 0.02% | 390 |
|
|
2017
Q1 | $43K | Buy |
415
+214
| +106% | +$20.3K | 0.02% | 419 |
|
|
2016
Q4 | $19K | Buy |
201
+31
| +18% | +$2.81K | 0.01% | 455 |
|
|
2016
Q3 | $15K | Hold |
170
| – | – | 0.01% | 490 |
|
|
2016
Q2 | $14K | Buy |
170
+83
| +95% | +$6.22K | 0.01% | 495 |
|
|
2016
Q1 | $7K | Buy |
87
+6
| +7% | +$402 | 0.01% | 451 |
|
|
2015
Q4 | $6K | Buy |
+81
| New | +$5.66K | 0.01% | 364 |
|
Other funds holding CAT
VCM
VPM
Proficio Capital Partners's CAT Position: Q1 2026 in Review
Proficio Capital Partners increased its Caterpillar (CAT) stake by 0.71% in Q1 2026, buying an estimated $3.46K and bringing the position to 713 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #171.
Proficio Capital Partners first reported a position in CAT in Q4 2015 and has held it in 38 quarters since. The position peaked at $873K in Q2 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Proficio Capital Partners held 713 shares of Caterpillar worth $505K as of Q1 2026.
- Proficio Capital Partners bought 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
- Caterpillar made up 0.03% of Proficio Capital Partners's portfolio in Q1 2026, its #171 holding.
- Proficio Capital Partners first reported a position in Caterpillar in Q4 2015 and has held it in 38 quarters since.
- Proficio Capital Partners's Caterpillar position peaked at $873K in Q2 2025.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.