Simon Quick Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.66M | Buy |
4,372
+87
| +2% | +$76.4K | 0.19% | 84 |
|
|
2026
Q1 | $3.04M | Sell |
4,285
-1,149
| -21% | -$796K | 0.14% | 114 |
|
|
2025
Q4 | $3.11M | Buy |
5,434
+4,773
| +722% | +$2.65M | 0.14% | 105 |
|
|
2025
Q3 | $316K | Buy |
+661
| New | +$282K | 0.01% | 317 |
|
|
2025
Q2 | – | Sell |
-2,232
| Closed | -$736K | – | 400 |
|
|
2025
Q1 | $736K | Buy |
2,232
+109
| +5% | +$38.8K | 0.04% | 216 |
|
|
2024
Q4 | $770K | Buy |
2,123
+431
| +25% | +$167K | 0.05% | 184 |
|
|
2024
Q3 | $662K | Buy |
1,692
+419
| +33% | +$145K | 0.04% | 201 |
|
|
2024
Q2 | $424K | Buy |
1,273
+122
| +11% | +$42.3K | 0.03% | 237 |
|
|
2024
Q1 | $422K | Buy |
1,151
+356
| +45% | +$114K | 0.03% | 231 |
|
|
2023
Q4 | $235K | Sell |
795
-130
| -14% | -$33.7K | 0.02% | 286 |
|
|
2023
Q3 | $253K | Buy |
+925
| New | +$251K | 0.02% | 264 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$2K | – | 210 |
|
|
2022
Q1 | $2K | Sell |
9
-696
| -99% | -$146K | ﹤0.01% | 332 |
|
|
2021
Q4 | $146K | Buy |
705
+664
| +1,620% | +$134K | 0.04% | 133 |
|
|
2021
Q3 | $7K | Sell |
41
-318
| -89% | -$66.2K | ﹤0.01% | 362 |
|
|
2021
Q2 | $78K | Buy |
359
+109
| +44% | +$25.2K | 0.02% | 176 |
|
|
2021
Q1 | $57K | Sell |
250
-50
| -17% | -$10.4K | 0.02% | 228 |
|
|
2020
Q4 | $55K | Buy |
300
+233
| +348% | +$39.5K | 0.02% | 198 |
|
|
2020
Q3 | $10K | Buy |
+67
| New | +$9.41K | ﹤0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$12K | – | 505 |
|
|
2019
Q4 | $12K | Buy |
80
+55
| +220% | +$7.67K | ﹤0.01% | 375 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 330 |
|
|
2019
Q2 | $3.41K | Buy |
+25
| New | +$3.3K | ﹤0.01% | 309 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | -$4K | – | 347 |
|
|
2018
Q1 | $4K | Sell |
28
-645
| -96% | -$102K | ﹤0.01% | 267 |
|
|
2017
Q4 | $109K | Sell |
673
-499
| -43% | -$69.2K | 0.05% | 143 |
|
|
2017
Q3 | $146K | Buy |
1,172
+1,145
| +4,241% | +$132K | 0.05% | 156 |
|
|
2017
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 266 |
|
|
2017
Q1 | $3K | Sell |
27
-2,173
| -99% | -$206K | ﹤0.01% | 299 |
|
|
2016
Q4 | $204K | Buy |
+2,200
| New | +$199K | 0.15% | 86 |
|
Other funds holding CAT
Simon Quick Advisors's CAT Position: Q2 2026 in Review
Simon Quick Advisors increased its Caterpillar (CAT) stake by 2% in Q2 2026, buying an estimated $76.4K and bringing the position to 4,372 shares worth $4.66M. The position accounts for 0.19% of the portfolio, ranked #84.
Simon Quick Advisors first reported a position in CAT in Q4 2016 and has held it in 27 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Simon Quick Advisors held 4,372 shares of Caterpillar worth $4.66M as of Q2 2026.
- Simon Quick Advisors bought 87 Caterpillar shares in Q2 2026, an estimated $76.4K.
- Caterpillar made up 0.19% of Simon Quick Advisors's portfolio in Q2 2026, its #84 holding.
- Simon Quick Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 27 quarters since.
- 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.