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Regal Investment Advisors’s Caterpillar CAT Stock Holding History

Regal Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Sell
2,019
-23
-1% -$15.9K 0.08% 236
2025
Q4 		$1.17M Buy
2,042
+610
+43% +$339K 0.07% 251
2025
Q3 		$683K Sell
1,432
-238
-14% -$102K 0.04% 323
2025
Q2 		$648K Buy
1,670
+20
+1% +$6.67K 0.05% 302
2025
Q1 		$544K Sell
1,650
-1,302
-44% -$464K 0.04% 310
2024
Q4 		$1.07M Sell
2,952
-189
-6% -$73.3K 0.08% 218
2024
Q3 		$1.23M Sell
3,141
-435
-12% -$150K 0.09% 224
2024
Q2 		$1.19M Sell
3,576
-161
-4% -$55.8K 0.08% 235
2024
Q1 		$1.37M Sell
3,737
-87
-2% -$27.8K 0.09% 210
2023
Q4 		$1.13M Buy
3,824
+179
+5% +$46.4K 0.09% 210
2023
Q3 		$995K Sell
3,645
-203
-5% -$55.1K 0.08% 207
2023
Q2 		$947K Buy
3,848
+194
+5% +$43.3K 0.08% 209
2023
Q1 		$836K Buy
3,654
+106
+3% +$25.6K 0.07% 212
2022
Q4 		$850K Buy
3,548
+105
+3% +$22.9K 0.08% 206
2022
Q3 		$565K Sell
3,443
-6,064
-64% -$1.11M 0.06% 241
2022
Q2 		$1.7M Buy
9,507
+214
+2% +$45.1K 0.18% 125
2022
Q1 		$2.07M Sell
9,293
-12
-0.1% -$2.52K 0.19% 124
2021
Q4 		$1.92M Sell
9,305
-94
-1% -$18.9K 0.17% 130
2021
Q3 		$1.8M Buy
9,399
+1,801
+24% +$375K 0.18% 133
2021
Q2 		$1.65M Buy
+7,598
New +$1.75M 0.17% 141
2021
Q1 		– Sell
-11,026
Closed -$2.01M – 76
2020
Q4 		$2.01M Buy
+11,026
New +$1.87M 0.23% 112
2020
Q1 		– Sell
-15,704
Closed -$2.32M – 61
2019
Q4 		$2.32M Sell
15,704
-181
-1% -$25.3K 0.42% 74
2019
Q3 		$2.01M Sell
15,885
-530
-3% -$67.3K 0.39% 86
2019
Q2 		$2.24M Sell
16,415
-1,160
-7% -$153K 0.44% 74
2019
Q1 		$2.38M Buy
17,575
+624
+4% +$82.9K 0.48% 58
2018
Q4 		$2.15M Buy
+16,951
New +$2.21M 0.47% 61
2018
Q2 		– Sell
-1,628
Closed -$240K – 264
2018
Q1 		$240K Sell
1,628
-210
-11% -$33.2K 0.05% 256
2017
Q4 		$290K Buy
1,838
+33
+2% +$4.58K 0.06% 228
2017
Q3 		$225K Buy
+1,805
New +$208K 0.05% 251
2016
Q4 		– Sell
-2,798
Closed -$248K – 249
2016
Q3 		$248K Buy
+2,798
New +$229K 0.07% 229
2016
Q2 		– Sell
-3,770
Closed -$289K – 248
2016
Q1 		$289K Buy
+3,770
New +$253K 0.08% 204
2015
Q4 		– Sell
-1,804
Closed -$117K – 357
2015
Q3 		$117K Buy
1,804
+938
+108% +$71.7K 0.03% 321
2015
Q2 		$73K Hold
866
– – 0.02% 376
2015
Q1 		$69K Buy
866
+299
+53% +$24.8K 0.02% 392
2014
Q4 		$52K Sell
567
-4,028
-88% -$392K 0.01% 388
2014
Q3 		$455K Sell
4,595
-10
-0.2% -$1.06K 0.14% 149
2014
Q2 		$500K Sell
4,605
-976
-17% -$102K 0.18% 133
2014
Q1 		$555K Buy
5,581
+797
+17% +$75.2K 0.24% 110
2013
Q4 		$434K Sell
4,784
-1,498
-24% -$128K 0.25% 111
2013
Q3 		$524K Buy
6,282
+419
+7% +$35.4K 0.31% 106
2013
Q2 		$484K Buy
+5,863
New +$499K 0.27% 109

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's CAT Position: Q1 2026 in Review

Regal Investment Advisors reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $15.9K and leaving 2,019 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #236.

Regal Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.38M in Q1 2019. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Regal Investment Advisors held 2,019 shares of Caterpillar worth $1.43M as of Q1 2026.
  • Regal Investment Advisors sold 23 Caterpillar shares in Q1 2026, an estimated $15.9K.
  • Caterpillar made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #236 holding.
  • Regal Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 41 quarters since.
  • Regal Investment Advisors's Caterpillar position peaked at $2.38M in Q1 2019.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.