SevenBridge Financial 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 | $10M | Sell |
12,396
-306
| -2% | -$212K | 1.57% | 11 |
|
|
2025
Q4 | $8.08M | Buy |
12,702
+381
| +3% | +$212K | 1.3% | 17 |
|
|
2025
Q3 | $7.06M | Buy |
12,321
+1,840
| +18% | +$786K | 1.16% | 20 |
|
|
2025
Q2 | $4.33M | Buy |
10,481
+1,527
| +17% | +$509K | 0.76% | 34 |
|
|
2025
Q1 | $3.07M | Buy |
8,954
+2,550
| +40% | +$908K | 0.6% | 56 |
|
|
2024
Q4 | $2.32M | Buy |
6,404
+1,132
| +21% | +$439K | 0.44% | 72 |
|
|
2024
Q3 | $2.09M | Buy |
5,272
+308
| +6% | +$106K | 0.4% | 69 |
|
|
2024
Q2 | $1.62M | Hold |
4,964
| – | – | 0.36% | 75 |
|
|
2024
Q1 | $1.67M | Sell |
4,964
-791
| -14% | -$253K | 0.38% | 72 |
|
|
2023
Q4 | $1.7M | Buy |
5,755
+99
| +2% | +$25.7K | 0.4% | 72 |
|
|
2023
Q3 | $1.54M | Buy |
5,656
+449
| +9% | +$122K | 0.4% | 75 |
|
|
2023
Q2 | $1.28M | Buy |
5,207
+33
| +0.6% | +$7.36K | 0.33% | 83 |
|
|
2023
Q1 | $1.18M | Sell |
5,174
-150
| -3% | -$36.3K | 0.33% | 82 |
|
|
2022
Q4 | $1.28M | Sell |
5,324
-19
| -0.4% | -$4.14K | 0.37% | 75 |
|
|
2022
Q3 | $877K | Buy |
5,343
+449
| +9% | +$82K | 0.3% | 83 |
|
|
2022
Q2 | $875K | Buy |
4,894
+209
| +4% | +$44K | 0.35% | 73 |
|
|
2022
Q1 | $1.04M | Sell |
4,685
-928
| -17% | -$195K | 0.37% | 66 |
|
|
2021
Q4 | $1.16M | Buy |
5,613
+461
| +9% | +$92.8K | 0.35% | 74 |
|
|
2021
Q3 | $989K | Sell |
5,152
-130
| -2% | -$27.1K | 0.33% | 77 |
|
|
2021
Q2 | $1.15M | Sell |
5,282
-95
| -2% | -$21.9K | 0.37% | 72 |
|
|
2021
Q1 | $1.25M | Hold |
5,377
| – | – | 0.45% | 65 |
|
|
2020
Q4 | $979K | Hold |
5,377
| – | – | 0.38% | 70 |
|
|
2020
Q3 | $802K | Sell |
5,377
-443
| -8% | -$62.2K | 0.37% | 69 |
|
|
2020
Q2 | $736K | Sell |
5,820
-650
| -10% | -$77.1K | 0.37% | 72 |
|
|
2020
Q1 | $751K | Buy |
6,470
+1,701
| +36% | +$217K | 0.43% | 61 |
|
|
2019
Q4 | $704K | Buy |
4,769
+30
| +0.6% | +$4.19K | 0.18% | 86 |
|
|
2019
Q3 | $599K | Buy |
4,739
+1,800
| +61% | +$229K | 0.32% | 77 |
|
|
2019
Q2 | $401K | Buy |
2,939
+1,625
| +124% | +$215K | 0.14% | 102 |
|
|
2019
Q1 | $178K | Hold |
1,314
| – | – | 0.07% | 152 |
|
|
2018
Q4 | $167K | Sell |
1,314
-550
| -30% | -$71.6K | 0.1% | 138 |
|
|
2018
Q3 | $284K | Sell |
1,864
-139
| -7% | -$19.7K | 0.15% | 107 |
|
|
2018
Q2 | $272K | Sell |
2,003
-150
| -7% | -$22.4K | 0.15% | 114 |
|
|
2018
Q1 | $317K | Sell |
2,153
-1,133
| -34% | -$179K | 0.18% | 102 |
|
|
2017
Q4 | $518K | Sell |
3,286
-100
| -3% | -$13.9K | 0.29% | 86 |
|
|
2017
Q3 | $422K | Sell |
3,386
-30
| -0.9% | -$3.46K | 0.24% | 95 |
|
|
2017
Q2 | $367K | Buy |
3,416
+916
| +37% | +$93.1K | 0.22% | 98 |
|
|
2017
Q1 | $239K | Sell |
2,500
-300
| -11% | -$28.4K | 0.16% | 118 |
|
|
2016
Q4 | $244K | Hold |
2,800
| – | – | 0.18% | 115 |
|
|
2016
Q3 | $244K | Sell |
2,800
-285
| -9% | -$23.3K | 0.18% | 115 |
|
|
2016
Q2 | $234K | Buy |
+3,085
| New | +$231K | 0.16% | 118 |
|
Other funds holding CAT
VCM
VPM
SevenBridge Financial Group's CAT Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Caterpillar (CAT) stake by 2.4% in Q1 2026, selling an estimated $212K and leaving 12,396 shares worth $10M. The position accounts for 1.57% of the portfolio, ranked #11.
SevenBridge Financial Group first reported a position in CAT in Q2 2016 and has held it in 40 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- SevenBridge Financial Group held 12,396 shares of Caterpillar worth $10M as of Q1 2026.
- SevenBridge Financial Group sold 306 Caterpillar shares in Q1 2026, an estimated $212K.
- Caterpillar made up 1.57% of SevenBridge Financial Group's portfolio in Q1 2026, its #11 holding.
- SevenBridge Financial Group first reported a position in Caterpillar in Q2 2016 and has held it in 40 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.