Shoker Investment Counsel’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 | $1.79M | Buy |
2,529
+3
| +0.1% | +$2.08K | 0.53% | 49 |
|
|
2025
Q4 | $1.45M | Buy |
2,526
+4
| +0.2% | +$2.22K | 0.42% | 54 |
|
|
2025
Q3 | $1.2M | Buy |
2,522
+459
| +22% | +$196K | 0.36% | 55 |
|
|
2025
Q2 | $801K | Buy |
2,063
+66
| +3% | +$22K | 0.25% | 60 |
|
|
2025
Q1 | $659K | Buy |
1,997
+7
| +0.4% | +$2.49K | 0.22% | 64 |
|
|
2024
Q4 | $722K | Buy |
1,990
+5
| +0.3% | +$1.94K | 0.24% | 59 |
|
|
2024
Q3 | $777K | Buy |
1,985
+6
| +0.3% | +$2.07K | 0.26% | 60 |
|
|
2024
Q2 | $659K | Buy |
1,979
+6
| +0.3% | +$2.08K | 0.23% | 62 |
|
|
2024
Q1 | $718K | Buy |
1,973
+6
| +0.3% | +$1.92K | 0.26% | 59 |
|
|
2023
Q4 | $582K | Buy |
1,967
+110
| +6% | +$28.5K | 0.23% | 59 |
|
|
2023
Q3 | $507K | Buy |
1,857
+8
| +0.4% | +$2.17K | 0.22% | 59 |
|
|
2023
Q2 | $455K | Buy |
1,849
+11
| +0.6% | +$2.45K | 0.19% | 62 |
|
|
2023
Q1 | $421K | Buy |
1,838
+9
| +0.5% | +$2.18K | 0.18% | 69 |
|
|
2022
Q4 | $438K | Buy |
1,829
+9
| +0.5% | +$1.96K | 0.2% | 71 |
|
|
2022
Q3 | $298K | Buy |
1,820
+11
| +0.6% | +$2.01K | 0.16% | 73 |
|
|
2022
Q2 | $323K | Buy |
1,809
+10
| +0.6% | +$2.11K | 0.17% | 73 |
|
|
2022
Q1 | $400K | Buy |
1,799
+11
| +0.6% | +$2.31K | 0.2% | 70 |
|
|
2021
Q4 | $369K | Buy |
1,788
+9
| +0.5% | +$1.81K | 0.17% | 74 |
|
|
2021
Q3 | $341K | Buy |
+1,779
| New | +$370K | 0.17% | 74 |
|
|
2021
Q2 | – | Sell |
-1,762
| Closed | -$408K | – | 96 |
|
|
2021
Q1 | $408K | Buy |
1,762
+9
| +0.5% | +$1.86K | 0.21% | 70 |
|
|
2020
Q4 | $319K | Buy |
+1,753
| New | +$297K | 0.18% | 69 |
|
|
2020
Q1 | – | Sell |
-1,702
| Closed | -$251K | – | 81 |
|
|
2019
Q4 | $251K | Buy |
1,702
+12
| +0.7% | +$1.68K | 0.17% | 88 |
|
|
2019
Q3 | $213K | Buy |
1,690
+15
| +0.9% | +$1.91K | 0.15% | 92 |
|
|
2019
Q2 | $228K | Buy |
1,675
+11
| +0.7% | +$1.45K | 0.17% | 88 |
|
|
2019
Q1 | $225K | Buy |
1,664
+11
| +0.7% | +$1.46K | 0.17% | 92 |
|
|
2018
Q4 | $210K | Buy |
1,653
+11
| +0.7% | +$1.43K | 0.18% | 95 |
|
|
2018
Q3 | $250K | Buy |
1,642
+10
| +0.6% | +$1.41K | 0.18% | 94 |
|
|
2018
Q2 | $221K | Buy |
1,632
+8
| +0.5% | +$1.2K | 0.16% | 101 |
|
|
2018
Q1 | $239K | Buy |
1,624
+8
| +0.5% | +$1.26K | 0.18% | 92 |
|
|
2017
Q4 | $254K | Buy |
1,616
+9
| +0.6% | +$1.25K | 0.18% | 94 |
|
|
2017
Q3 | $200K | Buy |
+1,607
| New | +$185K | 0.15% | 98 |
|
Other funds holding CAT
VCM
VPM
Shoker Investment Counsel's CAT Position: Q1 2026 in Review
Shoker Investment Counsel increased its Caterpillar (CAT) stake by 0.12% in Q1 2026, buying an estimated $2.08K and bringing the position to 2,529 shares worth $1.79M. The position accounts for 0.53% of the portfolio, ranked #49.
Shoker Investment Counsel first reported a position in CAT in Q3 2017 and has held it in 31 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Shoker Investment Counsel held 2,529 shares of Caterpillar worth $1.79M as of Q1 2026.
- Shoker Investment Counsel bought 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
- Caterpillar made up 0.53% of Shoker Investment Counsel's portfolio in Q1 2026, its #49 holding.
- Shoker Investment Counsel first reported a position in Caterpillar in Q3 2017 and has held it in 31 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.