Searle & Co’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 | $13.9M | Sell |
19,675
-700
| -3% | -$485K | 3.51% | 3 |
|
|
2025
Q4 | $11.7M | Sell |
20,375
-66
| -0.3% | -$36.7K | 3.01% | 4 |
|
|
2025
Q3 | $9.75M | Buy |
20,441
+188
| +0.9% | +$80.3K | 2.58% | 6 |
|
|
2025
Q2 | $7.86M | Sell |
20,253
-100
| -0.5% | -$33.3K | 2.22% | 11 |
|
|
2025
Q1 | $6.71M | Hold |
20,353
| – | – | 1.91% | 13 |
|
|
2024
Q4 | $7.38M | Sell |
20,353
-20
| -0.1% | -$7.76K | 2.13% | 9 |
|
|
2024
Q3 | $7.97M | Sell |
20,373
-50
| -0.2% | -$17.3K | 1.99% | 8 |
|
|
2024
Q2 | $6.8M | Hold |
20,423
| – | – | 1.59% | 14 |
|
|
2024
Q1 | $7.48M | Hold |
20,423
| – | – | 1.91% | 13 |
|
|
2023
Q4 | $6.04M | Buy |
20,423
+101
| +0.5% | +$26.2K | 1.65% | 16 |
|
|
2023
Q3 | $5.55M | Hold |
20,322
| – | – | 1.89% | 11 |
|
|
2023
Q2 | $5.39M | Hold |
20,322
| – | – | 1.67% | 15 |
|
|
2023
Q1 | $4.45M | Sell |
20,322
-742
| -4% | -$179K | 1.46% | 19 |
|
|
2022
Q4 | $5.05M | Hold |
21,064
| – | – | 1.72% | 11 |
|
|
2022
Q3 | $3.46M | Hold |
21,064
| – | – | 1.33% | 23 |
|
|
2022
Q2 | $3.77M | Buy |
21,064
+1,500
| +8% | +$316K | 1.48% | 20 |
|
|
2022
Q1 | $4.36M | Buy |
19,564
+200
| +1% | +$41.9K | 1.61% | 16 |
|
|
2021
Q4 | $4M | Hold |
19,364
| – | – | 1.46% | 21 |
|
|
2021
Q3 | $3.72M | Hold |
19,364
| – | – | 1.52% | 18 |
|
|
2021
Q2 | $4.21M | Hold |
19,364
| – | – | 1.72% | 13 |
|
|
2021
Q1 | $4.49M | Buy |
19,364
+25
| +0.1% | +$5.17K | 2% | 10 |
|
|
2020
Q4 | $3.52M | Hold |
19,339
| – | – | 1.69% | 15 |
|
|
2020
Q3 | $2.88M | Sell |
19,339
-350
| -2% | -$49.2K | 1.57% | 18 |
|
|
2020
Q2 | $2.49M | Hold |
19,689
| – | – | 1.45% | 21 |
|
|
2020
Q1 | $2.29M | Buy |
19,689
+880
| +5% | +$112K | 1.62% | 20 |
|
|
2019
Q4 | $2.78M | Sell |
18,809
-100
| -0.5% | -$14K | 1.53% | 23 |
|
|
2019
Q3 | $2.39M | Hold |
18,909
| – | – | 1.41% | 25 |
|
|
2019
Q2 | $2.58M | Buy |
18,909
+4,332
| +30% | +$572K | 1.57% | 22 |
|
|
2019
Q1 | $1.98M | Hold |
14,577
| – | – | 1.23% | 32 |
|
|
2018
Q4 | $1.85M | Hold |
14,577
| – | – | 1.3% | 28 |
|
|
2018
Q3 | $2.22M | Hold |
14,577
| – | – | 1.3% | 28 |
|
|
2018
Q2 | $1.98M | Hold |
14,577
| – | – | 1.25% | 28 |
|
|
2018
Q1 | $2.15M | Buy |
14,577
+2,970
| +26% | +$469K | 1.4% | 19 |
|
|
2017
Q4 | $1.83M | Buy |
11,607
+66
| +0.6% | +$9.15K | 1.15% | 30 |
|
|
2017
Q3 | $1.44M | Hold |
11,541
| – | – | 0.95% | 37 |
|
|
2017
Q2 | $1.24M | Sell |
11,541
-100
| -0.9% | -$10.2K | 0.85% | 45 |
|
|
2017
Q1 | $1.08M | Hold |
11,641
| – | – | 0.76% | 46 |
|
|
2016
Q4 | $1.08M | Buy |
+11,641
| New | +$1.06M | 0.9% | 42 |
|
|
2015
Q3 | – | Sell |
-125
| Closed | -$10K | – | 126 |
|
|
2015
Q2 | $10K | Hold |
125
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $10K | Hold |
125
| – | – | 0.01% | 279 |
|
|
2014
Q4 | $11K | Buy |
+125
| New | +$12.2K | 0.01% | 296 |
|
Other funds holding CAT
VCM
VPM
Searle & Co's CAT Position: Q1 2026 in Review
Searle & Co reduced its Caterpillar (CAT) stake by 3.4% in Q1 2026, selling an estimated $485K and leaving 19,675 shares worth $13.9M. The position accounts for 3.51% of the portfolio, ranked #3.
Searle & Co first reported a position in CAT in Q4 2014 and has held it in 41 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Searle & Co held 19,675 shares of Caterpillar worth $13.9M as of Q1 2026.
- Searle & Co sold 700 Caterpillar shares in Q1 2026, an estimated $485K.
- Caterpillar made up 3.51% of Searle & Co's portfolio in Q1 2026, its #3 holding.
- Searle & Co first reported a position in Caterpillar in Q4 2014 and has held it in 41 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.