Rehmann Capital Advisory Group’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 | $2.57M | Sell |
3,634
-792
| -18% | -$549K | 0.13% | 119 |
|
|
2025
Q4 | $2.54M | Buy |
4,426
+778
| +21% | +$432K | 0.13% | 114 |
|
|
2025
Q3 | $1.74M | Buy |
3,648
+5
| +0.1% | +$2.13K | 0.1% | 149 |
|
|
2025
Q2 | $1.41M | Buy |
3,643
+58
| +2% | +$19.3K | 0.09% | 155 |
|
|
2025
Q1 | $1.18M | Sell |
3,585
-28
| -0.8% | -$9.97K | 0.07% | 195 |
|
|
2024
Q4 | $1.31M | Sell |
3,613
-78
| -2% | -$30.3K | 0.08% | 174 |
|
|
2024
Q3 | $1.44M | Buy |
3,691
+15
| +0.4% | +$5.18K | 0.09% | 160 |
|
|
2024
Q2 | $1.22M | Buy |
3,676
+58
| +2% | +$20.1K | 0.09% | 179 |
|
|
2024
Q1 | $1.33M | Buy |
3,618
+156
| +5% | +$49.9K | 0.1% | 164 |
|
|
2023
Q4 | $1.02M | Sell |
3,462
-51
| -1% | -$13.2K | 0.08% | 185 |
|
|
2023
Q3 | $959K | Sell |
3,513
-81
| -2% | -$22K | 0.09% | 180 |
|
|
2023
Q2 | $884K | Sell |
3,594
-16
| -0.4% | -$3.57K | 0.08% | 203 |
|
|
2023
Q1 | $826K | Sell |
3,610
-152
| -4% | -$36.7K | 0.08% | 218 |
|
|
2022
Q4 | $901K | Buy |
3,762
+358
| +11% | +$77.9K | 0.09% | 194 |
|
|
2022
Q3 | $559K | Buy |
3,404
+73
| +2% | +$13.3K | 0.06% | 271 |
|
|
2022
Q2 | $595K | Sell |
3,331
-371
| -10% | -$78.2K | 0.07% | 255 |
|
|
2022
Q1 | $825K | Buy |
3,702
+36
| +1% | +$7.55K | 0.08% | 225 |
|
|
2021
Q4 | $758K | Buy |
3,666
+106
| +3% | +$21.3K | 0.07% | 241 |
|
|
2021
Q3 | $680K | Buy |
3,560
+153
| +4% | +$31.9K | 0.06% | 257 |
|
|
2021
Q2 | $745K | Sell |
3,407
-68
| -2% | -$15.7K | 0.07% | 231 |
|
|
2021
Q1 | $806K | Buy |
3,475
+627
| +22% | +$130K | 0.08% | 204 |
|
|
2020
Q4 | $534K | Buy |
2,848
+69
| +2% | +$11.7K | 0.06% | 255 |
|
|
2020
Q3 | $415K | Buy |
2,779
+164
| +6% | +$23K | 0.05% | 275 |
|
|
2020
Q2 | $331K | Buy |
2,615
+56
| +2% | +$6.64K | 0.05% | 308 |
|
|
2020
Q1 | $297K | Buy |
+2,559
| New | +$327K | 0.05% | 285 |
|
|
2019
Q3 | $324K | Buy |
2,564
+7
| +0.3% | +$889 | 0.04% | 240 |
|
|
2019
Q2 | $349K | Sell |
2,557
-73
| -3% | -$9.65K | 0.04% | 312 |
|
|
2019
Q1 | $356K | Buy |
2,630
+270
| +11% | +$35.9K | 0.05% | 285 |
|
|
2018
Q4 | $300K | Buy |
2,360
+97
| +4% | +$12.6K | 0.05% | 194 |
|
|
2018
Q3 | $345K | Sell |
2,263
-492
| -18% | -$69.6K | 0.05% | 277 |
|
|
2018
Q2 | $374K | Sell |
2,755
-503
| -15% | -$75.2K | 0.05% | 254 |
|
|
2018
Q1 | $480K | Sell |
3,258
-124
| -4% | -$19.6K | 0.07% | 194 |
|
|
2017
Q4 | $533K | Sell |
3,382
-156
| -4% | -$21.6K | 0.09% | 186 |
|
|
2017
Q3 | $441K | Buy |
3,538
+96
| +3% | +$11.1K | 0.08% | 200 |
|
|
2017
Q2 | $370K | Sell |
3,442
-4,013
| -54% | -$408K | 0.07% | 209 |
|
|
2017
Q1 | $692K | Sell |
7,455
-1,097
| -13% | -$104K | 0.12% | 152 |
|
|
2016
Q4 | $793K | Buy |
8,552
+226
| +3% | +$20.5K | 0.15% | 133 |
|
|
2016
Q3 | $739K | Sell |
8,326
-1,335
| -14% | -$109K | 0.14% | 131 |
|
|
2016
Q2 | $732K | Sell |
9,661
-338
| -3% | -$25.3K | 0.14% | 134 |
|
|
2016
Q1 | $765K | Buy |
9,999
+5,122
| +105% | +$344K | 0.15% | 120 |
|
|
2015
Q4 | $331K | Buy |
4,877
+1,138
| +30% | +$79.6K | 0.07% | 218 |
|
|
2015
Q3 | $244K | Buy |
3,739
+98
| +3% | +$7.5K | 0.06% | 261 |
|
|
2015
Q2 | $309K | Sell |
3,641
-495
| -12% | -$42.6K | 0.07% | 220 |
|
|
2015
Q1 | $331K | Sell |
4,136
-1,967
| -32% | -$163K | 0.08% | 217 |
|
|
2014
Q4 | $559K | Sell |
6,103
-488
| -7% | -$47.5K | 0.13% | 141 |
|
|
2014
Q3 | $653K | Buy |
6,591
+1,777
| +37% | +$188K | 0.15% | 122 |
|
|
2014
Q2 | $523K | Buy |
4,814
+216
| +5% | +$22.7K | 0.12% | 140 |
|
|
2014
Q1 | $457K | Sell |
4,598
-262
| -5% | -$24.7K | 0.12% | 147 |
|
|
2013
Q4 | $441K | Sell |
4,860
-1,737
| -26% | -$148K | 0.13% | 149 |
|
|
2013
Q3 | $550K | Buy |
6,597
+125
| +2% | +$10.6K | 0.18% | 112 |
|
|
2013
Q2 | $534K | Buy |
+6,472
| New | +$550K | 0.19% | 101 |
|
Other funds holding CAT
VCM
VPM
Rehmann Capital Advisory Group's CAT Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $549K and leaving 3,634 shares worth $2.57M. The position accounts for 0.13% of the portfolio, ranked #119.
Rehmann Capital Advisory Group first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Rehmann Capital Advisory Group held 3,634 shares of Caterpillar worth $2.57M as of Q1 2026.
- Rehmann Capital Advisory Group sold 792 Caterpillar shares in Q1 2026, an estimated $549K.
- Caterpillar made up 0.13% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #119 holding.
- Rehmann Capital Advisory Group first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.