Savant Capital’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 | $34.7M | Buy |
48,964
+3,494
| +8% | +$2.42M | 0.17% | 82 |
|
|
2025
Q4 | $26M | Sell |
45,470
-622
| -1% | -$346K | 0.15% | 98 |
|
|
2025
Q3 | $22M | Sell |
46,092
-1,619
| -3% | -$691K | 0.13% | 108 |
|
|
2025
Q2 | $18.5M | Buy |
47,711
+2,847
| +6% | +$949K | 0.13% | 103 |
|
|
2025
Q1 | $14.8M | Sell |
44,864
-16,217
| -27% | -$5.78M | 0.13% | 103 |
|
|
2024
Q4 | $22.2M | Buy |
61,081
+6,396
| +12% | +$2.48M | 0.17% | 91 |
|
|
2024
Q3 | $21.4M | Buy |
54,685
+5,944
| +12% | +$2.05M | 0.18% | 92 |
|
|
2024
Q2 | $16.2M | Buy |
48,741
+1,720
| +4% | +$596K | 0.16% | 98 |
|
|
2024
Q1 | $17.2M | Buy |
47,021
+4,136
| +10% | +$1.32M | 0.2% | 86 |
|
|
2023
Q4 | $12.7M | Buy |
42,885
+238
| +0.6% | +$61.7K | 0.16% | 102 |
|
|
2023
Q3 | $11.6M | Buy |
42,647
+16,574
| +64% | +$4.5M | 0.17% | 105 |
|
|
2023
Q2 | $6.42M | Buy |
26,073
+814
| +3% | +$181K | 0.1% | 137 |
|
|
2023
Q1 | $5.78M | Buy |
25,259
+97
| +0.4% | +$23.4K | 0.11% | 130 |
|
|
2022
Q4 | $5.78M | Buy |
25,162
+12,251
| +95% | +$2.67M | 0.14% | 86 |
|
|
2022
Q3 | $2.12M | Sell |
12,911
-110
| -0.8% | -$20.1K | 0.07% | 145 |
|
|
2022
Q2 | $2.33M | Buy |
13,021
+394
| +3% | +$83K | 0.07% | 134 |
|
|
2022
Q1 | $2.81M | Buy |
12,627
+435
| +4% | +$91.2K | 0.09% | 119 |
|
|
2021
Q4 | $2.52M | Sell |
12,192
-1,158
| -9% | -$233K | 0.08% | 129 |
|
|
2021
Q3 | $2.56M | Buy |
13,350
+3,002
| +29% | +$625K | 0.09% | 116 |
|
|
2021
Q2 | $2.25M | Sell |
10,348
-1,837
| -15% | -$424K | 0.09% | 121 |
|
|
2021
Q1 | $2.83M | Sell |
12,185
-1,278
| -9% | -$265K | 0.15% | 90 |
|
|
2020
Q4 | $2.45M | Buy |
13,463
+316
| +2% | +$53.6K | 0.14% | 100 |
|
|
2020
Q3 | $1.96M | Buy |
13,147
+192
| +1% | +$27K | 0.13% | 109 |
|
|
2020
Q2 | $1.64M | Sell |
12,955
-151
| -1% | -$17.9K | 0.12% | 126 |
|
|
2020
Q1 | $1.52M | Buy |
13,106
+4,128
| +46% | +$527K | 0.14% | 120 |
|
|
2019
Q4 | $1.33M | Buy |
8,978
+1,013
| +13% | +$141K | 0.16% | 113 |
|
|
2019
Q3 | $1.01M | Sell |
7,965
-38
| -0.5% | -$4.83K | 0.14% | 119 |
|
|
2019
Q2 | $1.09M | Buy |
8,003
+546
| +7% | +$72.1K | 0.15% | 112 |
|
|
2019
Q1 | $1.01M | Buy |
7,457
+173
| +2% | +$23K | 0.19% | 102 |
|
|
2018
Q4 | $926K | Sell |
7,284
-568
| -7% | -$73.9K | 0.19% | 100 |
|
|
2018
Q3 | $1.2M | Sell |
7,852
-8
| -0.1% | -$1.13K | 0.21% | 89 |
|
|
2018
Q2 | $1.07M | Sell |
7,860
-973
| -11% | -$145K | 0.23% | 81 |
|
|
2018
Q1 | $1.3M | Sell |
8,833
-324
| -4% | -$51.2K | 0.27% | 70 |
|
|
2017
Q4 | $1.44M | Sell |
9,157
-62
| -0.7% | -$8.6K | 0.3% | 63 |
|
|
2017
Q3 | $1.15M | Sell |
9,219
-367
| -4% | -$42.3K | 0.26% | 68 |
|
|
2017
Q2 | $1.03M | Sell |
9,586
-1,405
| -13% | -$143K | 0.24% | 70 |
|
|
2017
Q1 | $1.02M | Buy |
10,991
+354
| +3% | +$33.5K | 0.25% | 72 |
|
|
2016
Q4 | $986K | Buy |
10,637
+2,192
| +26% | +$199K | 0.26% | 70 |
|
|
2016
Q3 | $750K | Sell |
8,445
-550
| -6% | -$45K | 0.21% | 81 |
|
|
2016
Q2 | $682K | Buy |
8,995
+311
| +4% | +$23.3K | 0.2% | 84 |
|
|
2016
Q1 | $665K | Buy |
8,684
+699
| +9% | +$46.9K | 0.2% | 83 |
|
|
2015
Q4 | $543K | Buy |
7,985
+118
| +1% | +$8.25K | 0.17% | 96 |
|
|
2015
Q3 | $514K | Buy |
7,867
+574
| +8% | +$43.9K | 0.18% | 91 |
|
|
2015
Q2 | $619K | Sell |
7,293
-110
| -1% | -$9.46K | 0.21% | 84 |
|
|
2015
Q1 | $592K | Sell |
7,403
-1,166
| -14% | -$96.9K | 0.21% | 87 |
|
|
2014
Q4 | $784K | Buy |
8,569
+3
| +0% | +$292 | 0.3% | 60 |
|
|
2014
Q3 | $848K | Buy |
8,566
+2,212
| +35% | +$234K | 0.36% | 50 |
|
|
2014
Q2 | $690K | Buy |
6,354
+265
| +4% | +$27.8K | 0.3% | 55 |
|
|
2014
Q1 | $605K | Buy |
6,089
+686
| +13% | +$64.7K | 0.28% | 60 |
|
|
2013
Q4 | $491K | Sell |
5,403
-450
| -8% | -$38.4K | 0.24% | 69 |
|
|
2013
Q3 | $488K | Sell |
5,853
-108
| -2% | -$9.13K | 0.27% | 59 |
|
|
2013
Q2 | $492K | Buy |
+5,961
| New | +$507K | 0.29% | 60 |
|
Other funds holding CAT
VCM
VPM
Savant Capital's CAT Position: Q1 2026 in Review
Savant Capital increased its Caterpillar (CAT) stake by 7.7% in Q1 2026, buying an estimated $2.42M and bringing the position to 48,964 shares worth $34.7M. The position accounts for 0.17% of the portfolio, ranked #82.
Savant Capital first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Savant Capital held 48,964 shares of Caterpillar worth $34.7M as of Q1 2026.
- Savant Capital bought 3,494 Caterpillar shares in Q1 2026, an estimated $2.42M.
- Caterpillar made up 0.17% of Savant Capital's portfolio in Q1 2026, its #82 holding.
- Savant Capital first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.