Sigma Planning Corp’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 | $15.9M | Sell |
22,456
-2,355
| -9% | -$1.63M | 0.44% | 31 |
|
|
2025
Q4 | $14.2M | Buy |
24,811
+3,858
| +18% | +$2.14M | 0.39% | 39 |
|
|
2025
Q3 | $10M | Sell |
20,953
-694
| -3% | -$296K | 0.28% | 58 |
|
|
2025
Q2 | $8.4M | Sell |
21,647
-3,268
| -13% | -$1.09M | 0.25% | 70 |
|
|
2025
Q1 | $8.22M | Sell |
24,915
-1,438
| -5% | -$512K | 0.26% | 72 |
|
|
2024
Q4 | $9.56M | Buy |
26,353
+1,508
| +6% | +$585K | 0.3% | 56 |
|
|
2024
Q3 | $9.72M | Sell |
24,845
-495
| -2% | -$171K | 0.3% | 62 |
|
|
2024
Q2 | $8.44M | Sell |
25,340
-1,135
| -4% | -$394K | 0.27% | 67 |
|
|
2024
Q1 | $9.7M | Buy |
26,475
+12,828
| +94% | +$4.1M | 0.3% | 59 |
|
|
2023
Q4 | $4.03M | Sell |
13,647
-17,509
| -56% | -$4.54M | 0.32% | 60 |
|
|
2023
Q3 | $8.51M | Buy |
31,156
+3,208
| +11% | +$870K | 0.32% | 57 |
|
|
2023
Q2 | $6.88M | Sell |
27,948
-3,159
| -10% | -$704K | 0.25% | 74 |
|
|
2023
Q1 | $7.12M | Buy |
31,107
+6,859
| +28% | +$1.66M | 0.24% | 89 |
|
|
2022
Q4 | $5.81M | Sell |
24,248
-7,433
| -23% | -$1.62M | 0.21% | 111 |
|
|
2022
Q3 | $5.2M | Sell |
31,681
-946
| -3% | -$173K | 0.2% | 110 |
|
|
2022
Q2 | $5.83M | Sell |
32,627
-575
| -2% | -$121K | 0.2% | 106 |
|
|
2022
Q1 | $7.4M | Sell |
33,202
-4,000
| -11% | -$839K | 0.22% | 86 |
|
|
2021
Q4 | $7.69M | Sell |
37,202
-5,371
| -13% | -$1.08M | 0.21% | 90 |
|
|
2021
Q3 | $8.17M | Buy |
42,573
+1,516
| +4% | +$316K | 0.25% | 81 |
|
|
2021
Q2 | $8.94M | Buy |
41,057
+9,635
| +31% | +$2.23M | 0.27% | 73 |
|
|
2021
Q1 | $7.29M | Buy |
31,422
+315
| +1% | +$65.2K | 0.23% | 97 |
|
|
2020
Q4 | $5.66M | Sell |
31,107
-1,995
| -6% | -$338K | 0.19% | 114 |
|
|
2020
Q3 | $4.94M | Sell |
33,102
-2,815
| -8% | -$395K | 0.2% | 113 |
|
|
2020
Q2 | $4.54M | Buy |
35,917
+2,880
| +9% | +$341K | 0.2% | 108 |
|
|
2020
Q1 | $3.83M | Sell |
33,037
-1,407
| -4% | -$180K | 0.23% | 92 |
|
|
2019
Q4 | $5.09M | Sell |
34,444
-557
| -2% | -$77.7K | 0.21% | 101 |
|
|
2019
Q3 | $4.42M | Buy |
35,001
+687
| +2% | +$87.3K | 0.21% | 105 |
|
|
2019
Q2 | $4.68M | Buy |
34,314
+2,592
| +8% | +$343K | 0.24% | 97 |
|
|
2019
Q1 | $4.3M | Buy |
31,722
+129
| +0.4% | +$17.1K | 0.24% | 97 |
|
|
2018
Q4 | $4.01M | Buy |
31,593
+4,284
| +16% | +$557K | 0.29% | 79 |
|
|
2018
Q3 | $4.16M | Buy |
27,309
+2,921
| +12% | +$413K | 0.24% | 87 |
|
|
2018
Q2 | $3.31M | Buy |
24,388
+398
| +2% | +$59.5K | 0.22% | 102 |
|
|
2018
Q1 | $3.54M | Buy |
23,990
+3,018
| +14% | +$477K | 0.26% | 86 |
|
|
2017
Q4 | $3.31M | Buy |
20,972
+1,723
| +9% | +$239K | 0.25% | 93 |
|
|
2017
Q3 | $2.4M | Buy |
19,249
+3,165
| +20% | +$364K | 0.2% | 127 |
|
|
2017
Q2 | $1.73M | Sell |
16,084
-6,306
| -28% | -$641K | 0.16% | 162 |
|
|
2017
Q1 | $2.08M | Sell |
22,390
-70
| -0.3% | -$6.63K | 0.2% | 128 |
|
|
2016
Q4 | $2.08M | Buy |
22,460
+4,518
| +25% | +$409K | 0.23% | 103 |
|
|
2016
Q3 | $1.59M | Sell |
17,942
-602
| -3% | -$49.3K | 0.19% | 127 |
|
|
2016
Q2 | $1.41M | Buy |
18,544
+118
| +0.6% | +$8.84K | 0.18% | 133 |
|
|
2016
Q1 | $1.41M | Sell |
18,426
-1,560
| -8% | -$105K | 0.19% | 123 |
|
|
2015
Q4 | $1.36M | Sell |
19,986
-1,845
| -8% | -$129K | 0.19% | 120 |
|
|
2015
Q3 | $1.43M | Sell |
21,831
-1,201
| -5% | -$91.9K | 0.23% | 104 |
|
|
2015
Q2 | $1.95M | Sell |
23,032
-983
| -4% | -$84.5K | 0.27% | 85 |
|
|
2015
Q1 | $1.92M | Buy |
24,015
+5,287
| +28% | +$439K | 0.25% | 93 |
|
|
2014
Q4 | $1.71M | Buy |
+18,728
| New | +$1.82M | 0.23% | 113 |
|
Other funds holding CAT
VCM
VPM
Sigma Planning Corp's CAT Position: Q1 2026 in Review
Sigma Planning Corp reduced its Caterpillar (CAT) stake by 9.5% in Q1 2026, selling an estimated $1.63M and leaving 22,456 shares worth $15.9M. The position accounts for 0.44% of the portfolio, ranked #31.
Sigma Planning Corp first reported a position in CAT in Q4 2014 and has held it in 46 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Sigma Planning Corp held 22,456 shares of Caterpillar worth $15.9M as of Q1 2026.
- Sigma Planning Corp sold 2,355 Caterpillar shares in Q1 2026, an estimated $1.63M.
- Caterpillar made up 0.44% of Sigma Planning Corp's portfolio in Q1 2026, its #31 holding.
- Sigma Planning Corp first reported a position in Caterpillar in Q4 2014 and has held it in 46 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.