Strategic 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 | $4.63M | Buy |
6,540
+96
| +1% | +$66.5K | 0.77% | 36 |
|
|
2025
Q4 | $3.69M | Buy |
6,444
+195
| +3% | +$108K | 0.58% | 41 |
|
|
2025
Q3 | $2.98M | Buy |
6,249
+73
| +1% | +$31.2K | 0.48% | 48 |
|
|
2025
Q2 | $2.4M | Buy |
6,176
+165
| +3% | +$55K | 0.47% | 48 |
|
|
2025
Q1 | $1.98M | Buy |
6,011
+287
| +5% | +$102K | 0.38% | 56 |
|
|
2024
Q4 | $2.08M | Buy |
5,724
+730
| +15% | +$283K | 0.38% | 56 |
|
|
2024
Q3 | $1.95M | Sell |
4,994
-384
| -7% | -$133K | 0.36% | 67 |
|
|
2024
Q2 | $1.79M | Buy |
5,378
+1
| +0% | +$347 | 0.35% | 61 |
|
|
2024
Q1 | $1.97M | Sell |
5,377
-5,656
| -51% | -$1.81M | 0.39% | 59 |
|
|
2023
Q4 | $3.26M | Buy |
11,033
+3
| +0% | +$778 | 0.62% | 34 |
|
|
2023
Q3 | $3.01M | Sell |
11,030
-113
| -1% | -$30.7K | 0.59% | 40 |
|
|
2023
Q2 | $2.74M | Sell |
11,143
-6
| -0.1% | -$1.34K | 0.52% | 47 |
|
|
2023
Q1 | $2.55M | Buy |
11,149
+75
| +0.7% | +$18.1K | 0.52% | 45 |
|
|
2022
Q4 | $2.65M | Buy |
11,074
+82
| +0.7% | +$17.9K | 0.59% | 39 |
|
|
2022
Q3 | $1.8M | Sell |
10,992
-7
| -0.1% | -$1.28K | 0.4% | 56 |
|
|
2022
Q2 | $1.97M | Buy |
10,999
+167
| +2% | +$35.2K | 0.41% | 55 |
|
|
2022
Q1 | $2.41M | Buy |
10,832
+25
| +0.2% | +$5.24K | 0.42% | 51 |
|
|
2021
Q4 | $2.23M | Buy |
10,807
+2,769
| +34% | +$558K | 0.32% | 73 |
|
|
2021
Q3 | $1.54M | Buy |
8,038
+6,715
| +508% | +$1.4M | 0.33% | 77 |
|
|
2021
Q2 | $288K | Buy |
+1,323
| New | +$306K | 0.07% | 140 |
|
|
2016
Q2 | – | Sell |
-7,148
| Closed | -$547K | – | 121 |
|
|
2016
Q1 | $547K | Buy |
7,148
+6
| +0.1% | +$402 | 0.31% | 91 |
|
|
2015
Q4 | $485K | Sell |
7,142
-2,491
| -26% | -$174K | 0.32% | 84 |
|
|
2015
Q3 | $630K | Buy |
9,633
+2,765
| +40% | +$211K | 0.44% | 75 |
|
|
2015
Q2 | $583K | Sell |
6,868
-70
| -1% | -$6.02K | 0.37% | 82 |
|
|
2015
Q1 | $754K | Sell |
6,938
-132
| -2% | -$11K | 0.48% | 71 |
|
|
2014
Q4 | $647K | Buy |
7,070
+244
| +4% | +$23.8K | 0.42% | 80 |
|
|
2014
Q3 | $676K | Sell |
6,826
-112
| -2% | -$11.9K | 0.44% | 75 |
|
|
2014
Q2 | $754K | Sell |
6,938
-748
| -10% | -$78.5K | 0.48% | 71 |
|
|
2014
Q1 | $764K | Buy |
7,686
+361
| +5% | +$34K | 0.51% | 65 |
|
|
2013
Q4 | $665K | Buy |
7,325
+147
| +2% | +$12.6K | 0.45% | 74 |
|
|
2013
Q3 | $599K | Buy |
7,178
+1,804
| +34% | +$153K | 0.49% | 69 |
|
|
2013
Q2 | $444K | Buy |
+5,374
| New | +$457K | 0.4% | 77 |
|
Other funds holding CAT
VCM
VPM
Strategic Advisors's CAT Position: Q1 2026 in Review
Strategic Advisors increased its Caterpillar (CAT) stake by 1.5% in Q1 2026, buying an estimated $66.5K and bringing the position to 6,540 shares worth $4.63M. The position accounts for 0.77% of the portfolio, ranked #36.
Strategic Advisors first reported a position in CAT in Q2 2013 and has held it in 32 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Strategic Advisors held 6,540 shares of Caterpillar worth $4.63M as of Q1 2026.
- Strategic Advisors bought 96 Caterpillar shares in Q1 2026, an estimated $66.5K.
- Caterpillar made up 0.77% of Strategic Advisors's portfolio in Q1 2026, its #36 holding.
- Strategic Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 32 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.