SS
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Sunbelt Securities’s Caterpillar CAT Stock Holding History

Sunbelt Securities’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Sell
3,580
-22
-0.6% -$15.2K 0.16% 114
2025
Q4 		$2.06M Sell
3,602
-77
-2% -$42.8K 0.14% 129
2025
Q3 		$1.76M Sell
3,679
-29
-0.8% -$12.4K 0.12% 144
2025
Q2 		$1.34M Sell
3,708
-713
-16% -$238K 0.12% 163
2025
Q1 		$1.46M Buy
4,421
+713
+19% +$254K 0.13% 136
2024
Q4 		$1.35M Buy
3,708
+42
+1% +$16.3K 0.12% 164
2024
Q3 		$1.43M Sell
3,666
-213
-5% -$73.6K 0.14% 149
2024
Q2 		$1.29M Buy
3,879
+5
+0.1% +$1.73K 0.13% 154
2024
Q1 		$1.42M Buy
3,874
+151
+4% +$48.3K 0.16% 131
2023
Q4 		$1.1M Buy
3,723
+15
+0.4% +$3.89K 0.14% 165
2023
Q3 		$1.01M Buy
3,708
+1,001
+37% +$272K 0.14% 162
2023
Q2 		$666K Buy
2,707
+17
+0.6% +$3.79K 0.1% 227
2023
Q1 		$604K Buy
2,690
+536
+25% +$130K 0.1% 229
2022
Q4 		$516K Buy
2,154
+2
+0.1% +$435 0.1% 238
2022
Q3 		$353K Hold
2,152
– – 0.07% 295
2022
Q2 		$385K Buy
2,152
+177
+9% +$37.3K 0.08% 288
2022
Q1 		$440K Sell
1,975
-598
-23% -$125K 0.08% 280
2021
Q4 		$519K Buy
2,573
+510
+25% +$103K 0.08% 263
2021
Q3 		$429K Hold
2,063
– – 0.08% 283
2021
Q2 		$429K Hold
2,063
– – 0.08% 283
2021
Q1 		$478K Sell
2,063
-1,073
-34% -$222K 0.09% 242
2020
Q4 		$571K Buy
3,136
+1,519
+94% +$258K 0.12% 210
2020
Q3 		$241K Sell
1,617
-284
-15% -$39.9K 0.07% 284
2020
Q2 		$240K Hold
1,901
– – 0.08% 252
2020
Q1 		$221K Sell
1,901
-16,945
-90% -$2.16M 0.01% 333
2019
Q4 		$2.78M Buy
18,846
+2,107
+13% +$294K 0.29% 78
2019
Q3 		$2.11M Buy
+16,739
New +$2.13M 0.24% 98

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sunbelt Securities's CAT Position: Q1 2026 in Review

Sunbelt Securities reduced its Caterpillar (CAT) stake by 0.61% in Q1 2026, selling an estimated $15.2K and leaving 3,580 shares worth $2.54M. The position accounts for 0.16% of the portfolio, ranked #114.

Sunbelt Securities first reported a position in CAT in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.78M in Q4 2019. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sunbelt Securities held 3,580 shares of Caterpillar worth $2.54M as of Q1 2026.
  • Sunbelt Securities sold 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.16% of Sunbelt Securities's portfolio in Q1 2026, its #114 holding.
  • Sunbelt Securities first reported a position in Caterpillar in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Caterpillar position peaked at $2.78M in Q4 2019.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.