Simplex Trading’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 | – | Sell |
-75
| Closed | -$65.9K | – | 9347 |
|
|
2026
Q1 | $53.1K | Buy |
+75
| New | +$51.9K | ﹤0.01% | 5821 |
|
|
2024
Q3 | – | Sell |
-15,201
| Closed | -$5.25M | – | 8557 |
|
|
2024
Q2 | $5.06M | Buy |
15,201
+8,422
| +124% | +$2.92M | ﹤0.01% | 1428 |
|
|
2024
Q1 | $2.48M | Buy |
+6,779
| New | +$2.17M | ﹤0.01% | 2185 |
|
|
2023
Q3 | – | Sell |
-26,254
| Closed | -$7.12M | – | 8732 |
|
|
2023
Q2 | $6.46M | Buy |
+26,254
| New | +$5.85M | 0.01% | 1145 |
|
|
2022
Q4 | – | Sell |
-32,345
| Closed | -$7.04M | – | 9272 |
|
|
2022
Q3 | $5.31M | Buy |
+32,345
| New | +$5.91M | 0.01% | 1157 |
|
|
2022
Q2 | – | Sell |
-86,290
| Closed | -$18.2M | – | 10018 |
|
|
2022
Q1 | $19.2M | Buy |
+86,290
| New | +$18.1M | 0.02% | 556 |
|
|
2021
Q4 | – | Sell |
-24,701
| Closed | -$4.97M | – | 10512 |
|
|
2021
Q3 | $5.35M | Sell |
24,701
-2,034
| -8% | -$424K | 0.01% | 1142 |
|
|
2021
Q2 | $5.82M | Buy |
+26,735
| New | +$6.17M | 0.01% | 1055 |
|
|
2021
Q1 | – | Sell |
-25,889
| Closed | -$5.36M | – | 8890 |
|
|
2020
Q4 | $4.71M | Sell |
25,889
-25,342
| -49% | -$4.3M | 0.01% | 1029 |
|
|
2020
Q3 | $7.64M | Sell |
51,231
-17,576
| -26% | -$2.47M | 0.01% | 640 |
|
|
2020
Q2 | $8.7M | Buy |
+68,807
| New | +$8.16M | 0.01% | 572 |
|
|
2019
Q3 | – | Sell |
-5,873
| Closed | -$746K | – | 7271 |
|
|
2019
Q2 | $800K | Buy |
5,873
+5,753
| +4,794% | +$760K | ﹤0.01% | 2111 |
|
|
2019
Q1 | $16K | Sell |
120
-300
| -71% | -$39.8K | ﹤0.01% | 5844 |
|
|
2018
Q4 | $53K | Sell |
420
-74,172
| -99% | -$9.65M | ﹤0.01% | 4465 |
|
|
2018
Q3 | $11.4M | Sell |
74,592
-70,608
| -49% | -$9.99M | 0.04% | 325 |
|
|
2018
Q2 | $19.7M | Buy |
145,200
+84,482
| +139% | +$12.6M | 0.08% | 187 |
|
|
2018
Q1 | $8.95M | Buy |
60,718
+39,002
| +180% | +$6.16M | 0.39% | 41 |
|
|
2017
Q4 | $3.42M | Sell |
21,716
-18,134
| -46% | -$2.52M | 0.15% | 121 |
|
|
2017
Q3 | $4.97M | Buy |
+39,850
| New | +$4.59M | 0.2% | 78 |
|
|
2017
Q1 | – | Sell |
-2,659
| Closed | -$252K | – | 6178 |
|
|
2016
Q4 | $246K | Buy |
+2,659
| New | +$241K | 0.01% | 908 |
|
|
2016
Q1 | – | Sell |
-34,818
| Closed | -$2.34M | – | 5609 |
|
|
2015
Q4 | $2.37M | Buy |
+34,818
| New | +$2.43M | 0.19% | 94 |
|
|
2015
Q2 | – | Sell |
-36,123
| Closed | -$3.11M | – | 5204 |
|
|
2015
Q1 | $2.89M | Buy |
+36,123
| New | +$3M | 0.34% | 54 |
|
Other funds holding CAT
Simplex Trading's CAT Position: Q2 2026 in Review
Simplex Trading sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 75 shares — an estimated $65.9K sold.
Simplex Trading first reported a position in CAT in Q1 2015 and held it in 22 quarters. The position peaked at $19.7M in Q2 2018. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Simplex Trading reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
- Simplex Trading first reported a position in Caterpillar in Q1 2015 and held it in 22 quarters.
- Simplex Trading's Caterpillar position peaked at $19.7M in Q2 2018.
- 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.