Stratos Wealth 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 | $3.54M | Sell |
4,998
-696
| -12% | -$482K | 0.22% | 101 |
|
|
2025
Q4 | $3.26M | Sell |
5,694
-102
| -2% | -$56.7K | 0.16% | 143 |
|
|
2025
Q3 | $2.77M | Sell |
5,796
-5
| -0.1% | -$2.13K | 0.13% | 166 |
|
|
2025
Q2 | $2.25M | Buy |
5,801
+503
| +9% | +$168K | 0.12% | 183 |
|
|
2025
Q1 | $1.75M | Buy |
5,298
+337
| +7% | +$120K | 0.1% | 213 |
|
|
2024
Q4 | $1.8M | Sell |
4,961
-142
| -3% | -$55.1K | 0.09% | 229 |
|
|
2024
Q3 | $2M | Buy |
5,103
+170
| +3% | +$58.7K | 0.09% | 236 |
|
|
2024
Q2 | $1.64M | Buy |
4,933
+945
| +24% | +$328K | 0.08% | 239 |
|
|
2024
Q1 | $1.46M | Sell |
3,988
-375
| -9% | -$120K | 0.09% | 248 |
|
|
2023
Q4 | $1.29M | Sell |
4,363
-482
| -10% | -$125K | 0.07% | 278 |
|
|
2023
Q3 | $1.32M | Buy |
4,845
+1,259
| +35% | +$342K | 0.09% | 251 |
|
|
2023
Q2 | $882K | Buy |
3,586
+178
| +5% | +$39.7K | 0.06% | 332 |
|
|
2023
Q1 | $780K | Sell |
3,408
-232
| -6% | -$56.1K | 0.06% | 335 |
|
|
2022
Q4 | $872K | Sell |
3,640
-26
| -0.7% | -$5.66K | 0.07% | 305 |
|
|
2022
Q3 | $602K | Sell |
3,666
-337
| -8% | -$61.6K | 0.06% | 324 |
|
|
2022
Q2 | $716K | Buy |
4,003
+169
| +4% | +$35.6K | 0.06% | 306 |
|
|
2022
Q1 | $854K | Buy |
3,834
+349
| +10% | +$73.2K | 0.07% | 296 |
|
|
2021
Q4 | $721K | Sell |
3,485
-145
| -4% | -$29.2K | 0.05% | 330 |
|
|
2021
Q3 | $697K | Sell |
3,630
-2
| -0.1% | -$417 | 0.06% | 303 |
|
|
2021
Q2 | $791K | Buy |
3,632
+469
| +15% | +$108K | 0.07% | 275 |
|
|
2021
Q1 | $733K | Buy |
3,163
+524
| +20% | +$108K | 0.08% | 259 |
|
|
2020
Q4 | $480K | Buy |
2,639
+355
| +16% | +$60.2K | 0.07% | 249 |
|
|
2020
Q3 | $341K | Sell |
2,284
-78
| -3% | -$11K | 0.08% | 231 |
|
|
2020
Q2 | $299K | Buy |
2,362
+278
| +13% | +$33K | 0.09% | 210 |
|
|
2020
Q1 | $242K | Sell |
2,084
-75
| -3% | -$9.58K | 0.17% | 126 |
|
|
2019
Q4 | $319K | Sell |
2,159
-955
| -31% | -$133K | 0.18% | 125 |
|
|
2019
Q3 | $393K | Sell |
3,114
-234
| -7% | -$29.7K | 0.15% | 148 |
|
|
2019
Q2 | $456K | Sell |
3,348
-7
| -0.2% | -$925 | 0.18% | 125 |
|
|
2019
Q1 | $455K | Sell |
3,355
-19
| -0.6% | -$2.52K | 0.25% | 114 |
|
|
2018
Q4 | $429K | Buy |
+3,374
| New | +$439K | 0.29% | 102 |
|
Other funds holding CAT
VCM
VPM
Stratos Wealth Advisors's CAT Position: Q1 2026 in Review
Stratos Wealth Advisors reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $482K and leaving 4,998 shares worth $3.54M. The position accounts for 0.22% of the portfolio, ranked #101.
Stratos Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Stratos Wealth Advisors held 4,998 shares of Caterpillar worth $3.54M as of Q1 2026.
- Stratos Wealth Advisors sold 696 Caterpillar shares in Q1 2026, an estimated $482K.
- Caterpillar made up 0.22% of Stratos Wealth Advisors's portfolio in Q1 2026, its #101 holding.
- Stratos Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.