SeaCrest Wealth 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
Q2 | $6.14M | Sell |
5,763
-1,718
| -23% | -$1.51M | 0.68% | 25 |
|
|
2026
Q1 | $5.3M | Sell |
7,481
-398
| -5% | -$276K | 0.57% | 29 |
|
|
2025
Q4 | $4.7M | Sell |
7,879
-435
| -5% | -$242K | 0.48% | 35 |
|
|
2025
Q3 | $4.17M | Sell |
8,314
-969
| -10% | -$414K | 0.44% | 37 |
|
|
2025
Q2 | $3.6M | Sell |
9,283
-472
| -5% | -$157K | 0.39% | 41 |
|
|
2025
Q1 | $3.22M | Buy |
9,755
+123
| +1% | +$43.8K | 0.36% | 44 |
|
|
2024
Q4 | $3.49M | Buy |
9,632
+30
| +0.3% | +$11.6K | 0.37% | 39 |
|
|
2024
Q3 | $3.76M | Sell |
9,602
-32
| -0.3% | -$11.1K | 0.4% | 39 |
|
|
2024
Q2 | $3.21M | Sell |
9,634
-534
| -5% | -$185K | 0.37% | 43 |
|
|
2024
Q1 | $3.73M | Sell |
10,168
-2,002
| -16% | -$640K | 0.46% | 36 |
|
|
2023
Q4 | $3.52M | Sell |
12,170
-610
| -5% | -$158K | 0.43% | 41 |
|
|
2023
Q3 | $3.49M | Sell |
12,780
-541
| -4% | -$147K | 0.45% | 40 |
|
|
2023
Q2 | $3.28M | Buy |
13,321
+5,106
| +62% | +$1.14M | 0.41% | 42 |
|
|
2023
Q1 | $1.88M | Buy |
8,215
+51
| +0.6% | +$12.3K | 0.25% | 80 |
|
|
2022
Q4 | $1.96M | Sell |
8,164
-150
| -2% | -$32.7K | 0.28% | 71 |
|
|
2022
Q3 | $1.36M | Sell |
8,314
-291
| -3% | -$53.2K | 0.21% | 100 |
|
|
2022
Q2 | $1.54M | Buy |
8,605
+395
| +5% | +$83.2K | 0.19% | 94 |
|
|
2022
Q1 | $1.83M | Buy |
8,210
+81
| +1% | +$17K | 0.21% | 92 |
|
|
2021
Q4 | $1.68M | Sell |
8,129
-212
| -3% | -$42.7K | 0.18% | 103 |
|
|
2021
Q3 | $1.6M | Sell |
8,341
-323
| -4% | -$67.3K | 0.19% | 107 |
|
|
2021
Q2 | $1.89M | Buy |
8,664
+433
| +5% | +$100K | 0.23% | 90 |
|
|
2021
Q1 | $1.91M | Buy |
8,231
+327
| +4% | +$67.7K | 0.25% | 84 |
|
|
2020
Q4 | $1.44M | Sell |
7,904
-57
| -0.7% | -$9.67K | 0.2% | 106 |
|
|
2020
Q3 | $1.19M | Buy |
7,961
+115
| +1% | +$16.2K | 0.19% | 112 |
|
|
2020
Q2 | $993K | Sell |
7,846
-369
| -4% | -$43.7K | 0.17% | 123 |
|
|
2020
Q1 | $953K | Buy |
8,215
+363
| +5% | +$46.4K | 0.2% | 107 |
|
|
2019
Q4 | $1.16M | Buy |
7,852
+204
| +3% | +$28.5K | 0.19% | 120 |
|
|
2019
Q3 | $966K | Sell |
7,648
-208
| -3% | -$26.4K | 0.18% | 142 |
|
|
2019
Q2 | $1.07M | Sell |
7,856
-62
| -0.8% | -$8.19K | 0.22% | 109 |
|
|
2019
Q1 | $1.07M | Buy |
7,918
+264
| +3% | +$35.1K | 0.18% | 112 |
|
|
2018
Q4 | $973K | Sell |
7,654
-2,611
| -25% | -$340K | 0.2% | 103 |
|
|
2018
Q3 | $1.56M | Sell |
10,265
-1,032
| -9% | -$146K | 0.26% | 73 |
|
|
2018
Q2 | $1.53M | Buy |
11,297
+952
| +9% | +$142K | 0.28% | 71 |
|
|
2018
Q1 | $1.52M | Sell |
10,345
-1,269
| -11% | -$200K | 0.28% | 73 |
|
|
2017
Q4 | $1.83M | Buy |
+11,614
| New | +$1.61M | 0.33% | 55 |
|
Other funds holding CAT
ECSS
MG
SMDAM
SeaCrest Wealth Management's CAT Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $1.51M and leaving 5,763 shares worth $6.14M. The position accounts for 0.68% of the portfolio, ranked #25.
SeaCrest Wealth Management first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- SeaCrest Wealth Management held 5,763 shares of Caterpillar worth $6.14M as of Q2 2026.
- SeaCrest Wealth Management sold 1,718 Caterpillar shares in Q2 2026, an estimated $1.51M.
- Caterpillar made up 0.68% of SeaCrest Wealth Management's portfolio in Q2 2026, its #25 holding.
- SeaCrest Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.