Signet Financial Management’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 | $10.4M | Sell |
14,685
-549
| -4% | -$380K | 1.17% | 17 |
|
|
2025
Q4 | $8.73M | Sell |
15,234
-7,063
| -32% | -$3.93M | 0.98% | 26 |
|
|
2025
Q3 | $10.6M | Sell |
22,297
-1,693
| -7% | -$723K | 1.24% | 19 |
|
|
2025
Q2 | $9.31M | Sell |
23,990
-69
| -0.3% | -$23K | 1.17% | 18 |
|
|
2025
Q1 | $7.93M | Buy |
24,059
+111
| +0.5% | +$39.5K | 1.07% | 21 |
|
|
2024
Q4 | $8.69M | Buy |
23,948
+29
| +0.1% | +$11.2K | 1.11% | 20 |
|
|
2024
Q3 | $9.36M | Sell |
23,919
-568
| -2% | -$196K | 1.19% | 16 |
|
|
2024
Q2 | $8.16M | Sell |
24,487
-392
| -2% | -$136K | 1.1% | 21 |
|
|
2024
Q1 | $9.12M | Sell |
24,879
-491
| -2% | -$157K | 1.25% | 12 |
|
|
2023
Q4 | $7.5M | Sell |
25,370
-137
| -0.5% | -$35.5K | 1.12% | 17 |
|
|
2023
Q3 | $6.96M | Sell |
25,507
-1,482
| -5% | -$402K | 1.15% | 14 |
|
|
2023
Q2 | $6.64M | Buy |
26,989
+203
| +0.8% | +$45.3K | 1.05% | 17 |
|
|
2023
Q1 | $6.13M | Buy |
26,786
+100
| +0.4% | +$24.2K | 1.03% | 19 |
|
|
2022
Q4 | $6.39M | Sell |
26,686
-91
| -0.3% | -$19.8K | 1.14% | 18 |
|
|
2022
Q3 | $4.39M | Buy |
26,777
+145
| +0.5% | +$26.5K | 0.86% | 24 |
|
|
2022
Q2 | $4.76M | Buy |
26,632
+446
| +2% | +$94K | 0.91% | 25 |
|
|
2022
Q1 | $5.83M | Buy |
26,186
+4,266
| +19% | +$895K | 0.98% | 23 |
|
|
2021
Q4 | $4.53M | Sell |
21,920
-530
| -2% | -$107K | 0.69% | 37 |
|
|
2021
Q3 | $4.31M | Buy |
+22,450
| New | +$4.68M | 0.74% | 36 |
|
|
2021
Q2 | – | Sell |
-22,846
| Closed | -$5.3M | – | 139 |
|
|
2021
Q1 | $5.3M | Sell |
22,846
-497
| -2% | -$103K | 0.99% | 24 |
|
|
2020
Q4 | $4.25M | Sell |
23,343
-568
| -2% | -$96.3K | 0.86% | 30 |
|
|
2020
Q3 | $3.71M | Sell |
23,911
-1,396
| -6% | -$196K | 0.82% | 32 |
|
|
2020
Q2 | $3.59M | Sell |
25,307
-2,491
| -9% | -$295K | 0.8% | 35 |
|
|
2020
Q1 | $2.92M | Sell |
27,798
-2,752
| -9% | -$352K | 0.69% | 46 |
|
|
2019
Q4 | $4.51M | Sell |
30,550
-260
| -0.8% | -$36.3K | 0.84% | 35 |
|
|
2019
Q3 | $4.56M | Sell |
30,810
-958
| -3% | -$122K | 0.89% | 31 |
|
|
2019
Q2 | $4.22M | Sell |
31,768
-2,754
| -8% | -$364K | 0.84% | 41 |
|
|
2019
Q1 | $4.67M | Buy |
+34,522
| New | +$4.59M | 0.91% | 36 |
|
|
2018
Q4 | – | Sell |
-597
| Closed | -$91K | – | 327 |
|
|
2018
Q3 | $91K | Sell |
597
-1
| -0.2% | -$141 | 0.02% | 326 |
|
|
2018
Q2 | $81K | Sell |
598
-386
| -39% | -$57.7K | 0.01% | 329 |
|
|
2018
Q1 | $145K | Buy |
+984
| New | +$155K | 0.03% | 238 |
|
Other funds holding CAT
Signet Financial Management's CAT Position: Q1 2026 in Review
Signet Financial Management reduced its Caterpillar (CAT) stake by 3.6% in Q1 2026, selling an estimated $380K and leaving 14,685 shares worth $10.4M. The position accounts for 1.17% of the portfolio, ranked #17.
Signet Financial Management first reported a position in CAT in Q1 2018 and has held it in 31 quarters since. The position peaked at $10.6M in Q3 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Signet Financial Management held 14,685 shares of Caterpillar worth $10.4M as of Q1 2026.
- Signet Financial Management sold 549 Caterpillar shares in Q1 2026, an estimated $380K.
- Caterpillar made up 1.17% of Signet Financial Management's portfolio in Q1 2026, its #17 holding.
- Signet Financial Management first reported a position in Caterpillar in Q1 2018 and has held it in 31 quarters since.
- Signet Financial Management's Caterpillar position peaked at $10.6M in Q3 2025.
- 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.