SG Americas Securities’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 | $338K | Sell |
25,400
-21,300
| -46% | -$14.8M | ﹤0.01% | 2394 |
|
|
2025
Q4 | $24K | Hold |
46,700
| – | – | ﹤0.01% | 3444 |
|
|
2025
Q3 | $105K | Buy |
46,700
+15,000
| +47% | +$6.4M | ﹤0.01% | 3062 |
|
|
2025
Q2 | $175K | Buy |
31,700
+20,200
| +176% | +$6.73M | ﹤0.01% | 2343 |
|
|
2025
Q1 | $194K | Sell |
11,500
-4,800
| -29% | -$1.71M | ﹤0.01% | 2552 |
|
|
2024
Q4 | $1K | Hold |
16,300
| – | – | ﹤0.01% | 3085 |
|
|
2024
Q3 | $6K | Hold |
16,300
| – | – | ﹤0.01% | 3383 |
|
|
2024
Q2 | $5K | Sell |
16,300
-3,700
| -19% | -$1.28M | ﹤0.01% | 2786 |
|
|
2024
Q1 | $13K | Hold |
20,000
| – | – | ﹤0.01% | 2883 |
|
|
2023
Q4 | $34K | Buy |
20,000
+7,100
| +55% | +$1.84M | ﹤0.01% | 2975 |
|
|
2023
Q3 | $52K | Buy |
+12,900
| New | +$3.5M | ﹤0.01% | 2931 |
|
|
2023
Q2 | – | Sell |
-19,000
| Closed | -$238K | – | 2385 |
|
|
2023
Q1 | $238K | Buy |
+19,000
| New | +$4.59M | ﹤0.01% | 2301 |
|
|
2022
Q4 | – | Sell |
-5,100
| Closed | -$113K | – | 3085 |
|
|
2022
Q3 | $113K | Buy |
+5,100
| New | +$932K | ﹤0.01% | 2770 |
|
|
2022
Q2 | – | Sell |
-32,500
| Closed | -$44K | – | 3427 |
|
|
2022
Q1 | $44K | Sell |
32,500
-70,000
| -68% | -$14.7M | ﹤0.01% | 2846 |
|
|
2021
Q4 | $163K | Hold |
102,500
| – | – | ﹤0.01% | 2772 |
|
|
2021
Q3 | $400K | Buy |
102,500
+2,900
| +3% | +$604K | ﹤0.01% | 2699 |
|
|
2021
Q2 | $272K | Buy |
99,600
+16,700
| +20% | +$3.86M | ﹤0.01% | 2207 |
|
|
2021
Q1 | $156K | Sell |
82,900
-651,600
| -89% | -$135M | ﹤0.01% | 2834 |
|
|
2020
Q4 | $528K | Buy |
734,500
+174,500
| +31% | +$29.6M | ﹤0.01% | 1952 |
|
|
2020
Q3 | $2.27M | Buy |
560,000
+130,000
| +30% | +$18.3M | 0.01% | 671 |
|
|
2020
Q2 | $3.93M | Buy |
430,000
+260,000
| +153% | +$30.8M | 0.03% | 463 |
|
|
2020
Q1 | $3.94M | Sell |
170,000
-134,800
| -44% | -$17.2M | 0.04% | 473 |
|
|
2019
Q4 | $437K | Buy |
304,800
+38,500
| +14% | +$5.37M | ﹤0.01% | 1886 |
|
|
2019
Q3 | $2.44M | Buy |
266,300
+122,300
| +85% | +$15.5M | 0.02% | 828 |
|
|
2019
Q2 | $1.26M | Buy |
144,000
+70,000
| +95% | +$9.25M | 0.01% | 1287 |
|
|
2019
Q1 | $747K | Sell |
74,000
-144,600
| -66% | -$19.2M | 0.01% | 1507 |
|
|
2018
Q4 | $761K | Buy |
218,600
+5,000
| +2% | +$651K | 0.01% | 1553 |
|
|
2018
Q3 | $273K | Hold |
213,600
| – | – | ﹤0.01% | 2411 |
|
|
2018
Q2 | $675K | Sell |
213,600
-73,300
| -26% | -$11M | 0.01% | 1776 |
|
|
2018
Q1 | $894K | Sell |
286,900
-78,900
| -22% | -$12.5M | 0.01% | 1434 |
|
|
2017
Q4 | $355K | Buy |
365,800
+63,200
| +21% | +$8.77M | ﹤0.01% | 2066 |
|
|
2017
Q3 | $579K | Buy |
302,600
+103,900
| +52% | +$12M | 0.01% | 1724 |
|
|
2017
Q2 | $656K | Buy |
198,700
+143,900
| +263% | +$14.6M | 0.01% | 1685 |
|
|
2017
Q1 | $176K | Sell |
54,800
-439,200
| -89% | -$41.6M | ﹤0.01% | 2535 |
|
|
2016
Q4 | $375K | Buy |
494,000
+121,300
| +33% | +$11M | ﹤0.01% | 1892 |
|
|
2016
Q3 | $135K | Hold |
372,700
| – | – | ﹤0.01% | 2814 |
|
|
2016
Q2 | $751K | Buy |
372,700
+182,700
| +96% | +$13.7M | 0.01% | 1484 |
|
|
2016
Q1 | $431K | Sell |
190,000
-963,400
| -84% | -$64.6M | ﹤0.01% | 1822 |
|
|
2015
Q4 | $2.83M | Buy |
+1,153,400
| New | +$80.6M | 0.02% | 554 |
|
|
2015
Q3 | – | Sell |
-951,200
| Closed | -$2.51M | – | 2145 |
|
|
2015
Q2 | $2.51M | Sell |
951,200
-246,600
| -21% | -$21.2M | 0.02% | 621 |
|
|
2015
Q1 | $23.6M | Buy |
1,197,800
+390,600
| +48% | +$32.5M | 0.14% | 126 |
|
|
2014
Q4 | $1.21M | Buy |
807,200
+255,800
| +46% | +$24.9M | 0.01% | 1157 |
|
|
2014
Q3 | $348K | Sell |
551,400
-48,700
| -8% | -$5.16M | ﹤0.01% | 1664 |
|
|
2014
Q2 | $395K | Sell |
600,100
-1,200
| -0.2% | -$126K | ﹤0.01% | 1768 |
|
|
2014
Q1 | $979K | Sell |
601,300
-198,000
| -25% | -$18.7M | ﹤0.01% | 1151 |
|
|
2013
Q4 | $881K | Buy |
799,300
+260,200
| +48% | +$22.2M | ﹤0.01% | 1258 |
|
|
2013
Q3 | $1.56M | Sell |
539,100
-42,500
| -7% | -$3.59M | 0.01% | 1063 |
|
|
2013
Q2 | $2.58M | Buy |
+581,600
| New | +$49.5M | 0.01% | 756 |
|
Other funds holding CAT
VCM
VPM
SG Americas Securities's CAT Position: Q1 2026 in Review
SG Americas Securities reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $88.4M and leaving 305,431 shares worth $216M. The position accounts for 0.23% of the portfolio, ranked #67.
SG Americas Securities first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $248M in Q4 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- SG Americas Securities held 305,431 shares of Caterpillar worth $216M as of Q1 2026.
- SG Americas Securities sold 127,580 Caterpillar shares in Q1 2026, an estimated $88.4M.
- Caterpillar made up 0.23% of SG Americas Securities's portfolio in Q1 2026, its #67 holding.
- SG Americas Securities first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- SG Americas Securities's Caterpillar position peaked at $248M in Q4 2025.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.