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
Q1 | $74.7M | Sell |
105,400
-54,100
| -34% | -$37.5M | 0.05% | 154 |
|
|
2025
Q4 | $91.4M | Buy |
159,500
+12,000
| +8% | +$6.67M | 0.05% | 169 |
|
|
2025
Q3 | $60M | Buy |
147,500
+50,800
| +53% | +$21.7M | 0.03% | 303 |
|
|
2025
Q2 | $37.5M | Sell |
96,700
-17,900
| -16% | -$5.97M | 0.02% | 355 |
|
|
2025
Q1 | $37.8M | Sell |
114,600
-47,600
| -29% | -$17M | 0.02% | 330 |
|
|
2024
Q4 | $58.8M | Sell |
162,200
-119,300
| -42% | -$46.3M | 0.03% | 274 |
|
|
2024
Q3 | $110M | Buy |
281,500
+8,900
| +3% | +$3.07M | 0.06% | 142 |
|
|
2024
Q2 | $90.8M | Sell |
272,600
-213,100
| -44% | -$73.9M | 0.06% | 167 |
|
|
2024
Q1 | $178M | Sell |
485,700
-46,200
| -9% | -$14.8M | 0.1% | 91 |
|
|
2023
Q4 | $157M | Buy |
531,900
+65,800
| +14% | +$17.1M | 0.1% | 101 |
|
|
2023
Q3 | $127M | Sell |
466,100
-58,900
| -11% | -$16M | 0.1% | 103 |
|
|
2023
Q2 | $129M | Sell |
525,000
-55,500
| -10% | -$12.4M | 0.11% | 97 |
|
|
2023
Q1 | $133M | Sell |
580,500
-441,600
| -43% | -$107M | 0.12% | 114 |
|
|
2022
Q4 | $245M | Buy |
1,022,100
+524,900
| +106% | +$114M | 0.27% | 40 |
|
|
2022
Q3 | $81.6M | Sell |
497,200
-109,500
| -18% | -$20M | 0.09% | 149 |
|
|
2022
Q2 | $108M | Sell |
606,700
-157,100
| -21% | -$33.1M | 0.12% | 103 |
|
|
2022
Q1 | $170M | Buy |
763,800
+467,700
| +158% | +$98.1M | 0.16% | 81 |
|
|
2021
Q4 | $61.2M | Sell |
296,100
-177,500
| -37% | -$35.7M | 0.06% | 238 |
|
|
2021
Q3 | $103M | Buy |
473,600
+31,000
| +7% | +$6.46M | 0.1% | 140 |
|
|
2021
Q2 | $96.3M | Buy |
442,600
+438,215
| +9,994% | +$101M | 0.09% | 147 |
|
|
2021
Q1 | $102M | Sell |
4,385
-257
| -6% | -$53.2K | 0.18% | 70 |
|
|
2020
Q4 | $84.5M | Buy |
4,642
+705
| +18% | +$120K | 0.11% | 106 |
|
|
2020
Q3 | $58.7M | Buy |
3,937
+1,052
| +36% | +$148K | 0.08% | 139 |
|
|
2020
Q2 | $36.5M | Buy |
2,885
+547
| +23% | +$64.9K | 0.06% | 184 |
|
|
2020
Q1 | $27.1M | Sell |
2,338
-1,217
| -34% | -$155K | 0.05% | 195 |
|
|
2019
Q4 | $52.5M | Buy |
3,555
+915
| +35% | +$128K | 0.11% | 101 |
|
|
2019
Q3 | $33.3M | Buy |
2,640
+361
| +16% | +$45.9K | 0.09% | 142 |
|
|
2019
Q2 | $31.1M | Sell |
2,279
-294
| -11% | -$38.8K | 0.08% | 146 |
|
|
2019
Q1 | $34.9M | Sell |
2,573
-929
| -27% | -$123K | 0.1% | 137 |
|
|
2018
Q4 | $44.5M | Sell |
3,502
-1,370
| -28% | -$178K | 0.13% | 88 |
|
|
2018
Q3 | $74.3M | Sell |
4,872
-74
| -1% | -$10.5K | 0.24% | 52 |
|
|
2018
Q2 | $67.1M | Sell |
4,946
-1,166
| -19% | -$174K | 0.26% | 50 |
|
|
2018
Q1 | $1.99M | Buy |
6,112
+1,551
| +34% | +$245K | 0.09% | 189 |
|
|
2017
Q4 | $340K | Sell |
4,561
-1,121
| -20% | -$155K | 0.01% | 922 |
|
|
2017
Q3 | $673K | Sell |
5,682
-421
| -7% | -$48.5K | 0.03% | 526 |
|
|
2017
Q2 | $1.12M | Buy |
6,103
+1,859
| +44% | +$189K | 0.05% | 323 |
|
|
2017
Q1 | $1.64M | Buy |
4,244
+247
| +6% | +$23.4K | 0.07% | 245 |
|
|
2016
Q4 | $641K | Sell |
3,997
-379
| -9% | -$34.3K | 0.04% | 424 |
|
|
2016
Q3 | $499K | Buy |
4,376
+1,218
| +39% | +$99.7K | 0.03% | 505 |
|
|
2016
Q2 | $874K | Sell |
3,158
-1,413
| -31% | -$106K | 0.06% | 319 |
|
|
2016
Q1 | $658K | Sell |
4,571
-423
| -8% | -$28.4K | 0.05% | 339 |
|
|
2015
Q4 | $2.1M | Buy |
4,994
+237
| +5% | +$16.6K | 0.16% | 104 |
|
|
2015
Q3 | $4.1M | Buy |
4,757
+3,993
| +523% | +$305K | 0.3% | 66 |
|
|
2015
Q2 | $529K | Sell |
764
-1,409
| -65% | -$121K | 0.04% | 380 |
|
|
2015
Q1 | $1.83M | Buy |
2,173
+891
| +70% | +$74K | 0.21% | 92 |
|
|
2014
Q4 | $528K | Buy |
+1,282
| New | +$125K | 0.06% | 260 |
|
Other funds holding CAT
VCM
VPM
Simplex Trading's CAT Position: Q1 2026 in Review
Simplex Trading opened a new position in Caterpillar (CAT) in Q1 2026: 75 shares worth $53.1K. The stake represents ﹤0.01% of the portfolio and ranks #5821 among its holdings. This is a return to the name: Simplex Trading previously reported a position in CAT as recently as Q2 2024.
Simplex Trading first reported a position in CAT in Q1 2015 and has held it in 22 quarters since. The position peaked at $19.7M in Q2 2018. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Simplex Trading held 75 shares of Caterpillar worth $53.1K as of Q1 2026.
- Caterpillar was a new Simplex Trading position in Q1 2026.
- Caterpillar made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5821 holding.
- Simplex Trading first reported a position in Caterpillar in Q1 2015 and has held it in 22 quarters since.
- Simplex Trading's Caterpillar position peaked at $19.7M in Q2 2018.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.