South Street 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
Q1
$666K Hold
940
0.1% 54
2025
Q4
$538K Buy
940
+100
+12% +$55.6K 0.08% 54
2025
Q3
$401K Hold
840
0.05% 61
2025
Q2
$326K Hold
840
0.05% 57
2025
Q1
$277K Hold
840
0.05% 59
2024
Q4
$305K Sell
840
-600
-42% -$233K 0.05% 59
2024
Q3
$563K Hold
1,440
0.09% 56
2024
Q2
$480K Hold
1,440
0.07% 57
2024
Q1
$528K Hold
1,440
0.08% 57
2023
Q4
$426K Hold
1,440
0.08% 62
2023
Q3
$393K Buy
1,440
+230
+19% +$62.4K 0.08% 62
2023
Q2
$298K Sell
1,210
-230
-16% -$51.3K 0.06% 68
2023
Q1
$330K Buy
1,440
+50
+4% +$12.1K 0.07% 61
2022
Q4
$333K Buy
+1,390
New +$303K 0.07% 64

Other funds holding CAT

South Street Advisors's CAT Position: Q1 2026 in Review

South Street Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 940 shares worth $666K. The position accounts for 0.1% of the portfolio, ranked #54.

South Street Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • South Street Advisors held 940 shares of Caterpillar worth $666K as of Q1 2026.
  • South Street Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.1% of South Street Advisors's portfolio in Q1 2026, its #54 holding.
  • South Street Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.