Sowell Financial Services’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 | $18.7M | Sell |
17,536
-1,244
| -7% | -$1.09M | 0.61% | 25 |
|
|
2026
Q1 | $13.3M | Buy |
18,780
+161
| +0.9% | +$112K | 0.49% | 37 |
|
|
2025
Q4 | $10.7M | Buy |
18,619
+6,668
| +56% | +$3.71M | 0.39% | 47 |
|
|
2025
Q3 | $5.7M | Buy |
11,951
+94
| +0.8% | +$40.1K | 0.22% | 98 |
|
|
2025
Q2 | $4.6M | Sell |
11,857
-3,092
| -21% | -$1.03M | 0.19% | 113 |
|
|
2025
Q1 | $4.93M | Buy |
14,949
+2,525
| +20% | +$899K | 0.22% | 101 |
|
|
2024
Q4 | $4.51M | Sell |
12,424
-1,000
| -7% | -$388K | 0.24% | 101 |
|
|
2024
Q3 | $5.25M | Sell |
13,424
-26
| -0.2% | -$8.98K | 0.24% | 102 |
|
|
2024
Q2 | $4.48M | Sell |
13,450
-597
| -4% | -$207K | 0.21% | 117 |
|
|
2024
Q1 | $5.15M | Buy |
14,047
+523
| +4% | +$167K | 0.24% | 104 |
|
|
2023
Q4 | $4M | Buy |
13,524
+208
| +2% | +$54K | 0.22% | 118 |
|
|
2023
Q3 | $3.63M | Buy |
13,316
+377
| +3% | +$102K | 0.23% | 114 |
|
|
2023
Q2 | $3.18M | Buy |
12,939
+3,713
| +40% | +$828K | 0.18% | 137 |
|
|
2023
Q1 | $2.11M | Sell |
9,226
-5,287
| -36% | -$1.28M | 0.16% | 146 |
|
|
2022
Q4 | $3.48M | Buy |
+14,513
| New | +$3.16M | 0.23% | 115 |
|
|
2022
Q3 | – | Sell |
-11,748
| Closed | -$2.1M | – | 408 |
|
|
2022
Q2 | $2.1M | Buy |
+11,748
| New | +$2.48M | 0.19% | 103 |
|
|
2021
Q4 | – | Sell |
-10,905
| Closed | -$2.09M | – | 510 |
|
|
2021
Q3 | $2.09M | Buy |
+10,905
| New | +$2.27M | 0.14% | 170 |
|
|
2021
Q2 | – | Sell |
-15,349
| Closed | -$3.64M | – | 862 |
|
|
2021
Q1 | $3.64M | Buy |
15,349
+279
| +2% | +$57.8K | 0.13% | 154 |
|
|
2020
Q4 | $2.74M | Sell |
15,070
-1,238
| -8% | -$210K | 0.12% | 154 |
|
|
2020
Q3 | $2.43M | Sell |
16,308
-480
| -3% | -$67.4K | 0.12% | 150 |
|
|
2020
Q2 | $2.12M | Sell |
16,788
-1,179
| -7% | -$140K | 0.12% | 167 |
|
|
2020
Q1 | $2.08M | Buy |
17,967
+348
| +2% | +$44.5K | 0.15% | 149 |
|
|
2019
Q4 | $2.6M | Sell |
17,619
-4,981
| -22% | -$695K | 0.2% | 112 |
|
|
2019
Q3 | $2.85M | Buy |
+22,600
| New | +$2.87M | 0.24% | 92 |
|
|
2019
Q1 | $1.54M | Sell |
11,371
-2,293
| -17% | -$305K | 0.17% | 132 |
|
|
2018
Q4 | $1.74M | Buy |
13,664
+708
| +5% | +$92.1K | 0.25% | 86 |
|
|
2018
Q3 | $1.98M | Buy |
12,956
+470
| +4% | +$66.5K | 0.29% | 67 |
|
|
2018
Q2 | $1.69M | Buy |
12,486
+4,256
| +52% | +$636K | 0.36% | 67 |
|
|
2018
Q1 | $1.18M | Sell |
8,230
-4,592
| -36% | -$725K | 0.3% | 82 |
|
|
2017
Q4 | $2.17M | Sell |
12,822
-2,271
| -15% | -$315K | 0.53% | 54 |
|
|
2017
Q3 | $2.06M | Sell |
15,093
-6,995
| -32% | -$806K | 0.54% | 51 |
|
|
2017
Q2 | $2.53M | Buy |
22,088
+12,693
| +135% | +$1.29M | 0.72% | 40 |
|
|
2017
Q1 | $977K | Sell |
9,395
-1,519
| -14% | -$144K | 0.29% | 82 |
|
|
2016
Q4 | $1.07M | Buy |
+10,914
| New | +$989K | 0.36% | 69 |
|
Other funds holding CAT
Sowell Financial Services's CAT Position: Q2 2026 in Review
Sowell Financial Services reduced its Caterpillar (CAT) stake by 6.6% in Q2 2026, selling an estimated $1.09M and leaving 17,536 shares worth $18.7M. The position accounts for 0.61% of the portfolio, ranked #25.
Sowell Financial Services first reported a position in CAT in Q4 2016 and has held it in 34 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Sowell Financial Services held 17,536 shares of Caterpillar worth $18.7M as of Q2 2026.
- Sowell Financial Services sold 1,244 Caterpillar shares in Q2 2026, an estimated $1.09M.
- Caterpillar made up 0.61% of Sowell Financial Services's portfolio in Q2 2026, its #25 holding.
- Sowell Financial Services first reported a position in Caterpillar in Q4 2016 and has held it in 34 quarters since.
- 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.