TD Capital Management’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 | $519K | Sell |
487
-63
| -11% | -$55.3K | 0.04% | 83 |
|
|
2026
Q1 | $390K | Buy |
550
+1
| +0.2% | +$693 | 0.04% | 89 |
|
|
2025
Q4 | $315K | Buy |
549
+56
| +11% | +$31.1K | 0.03% | 102 |
|
|
2025
Q3 | $235K | Sell |
493
-23
| -4% | -$9.82K | 0.02% | 118 |
|
|
2025
Q2 | $200K | Buy |
516
+449
| +670% | +$150K | 0.02% | 118 |
|
|
2025
Q1 | $22.2K | Sell |
67
-3
| -4% | -$1.07K | ﹤0.01% | 249 |
|
|
2024
Q4 | $25.4K | Buy |
70
+3
| +4% | +$1.16K | ﹤0.01% | 226 |
|
|
2024
Q3 | $26.2K | Hold |
67
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $22.2K | Buy |
67
+1
| +2% | +$347 | ﹤0.01% | 236 |
|
|
2024
Q1 | $24.4K | Buy |
66
+25
| +61% | +$7.99K | ﹤0.01% | 230 |
|
|
2023
Q4 | $12.2K | Hold |
41
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $11.3K | Hold |
41
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $10.1K | Hold |
41
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $9.37K | Hold |
41
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $9.78K | Hold |
41
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $7K | Buy |
+41
| New | +$7.49K | ﹤0.01% | 253 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$8K | – | 135 |
|
|
2021
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 263 |
|
|
2021
Q2 | $9K | Buy |
40
+25
| +167% | +$5.77K | ﹤0.01% | 248 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 278 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 222 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 231 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 233 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 223 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 187 |
|
|
2018
Q4 | $2K | Buy |
+15
| New | +$1.95K | ﹤0.01% | 185 |
|
|
2014
Q3 | – | Sell |
-178
| Closed | -$19K | – | 152 |
|
|
2014
Q2 | $19K | Hold |
178
| – | – | ﹤0.01% | 112 |
|
|
2014
Q1 | $18K | Buy |
+178
| New | +$16.8K | ﹤0.01% | 113 |
|
Other funds holding CAT
TD Capital Management's CAT Position: Q2 2026 in Review
TD Capital Management reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $55.3K and leaving 487 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #83.
TD Capital Management first reported a position in CAT in Q1 2014 and has held it in 31 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- TD Capital Management held 487 shares of Caterpillar worth $519K as of Q2 2026.
- TD Capital Management sold 63 Caterpillar shares in Q2 2026, an estimated $55.3K.
- Caterpillar made up 0.04% of TD Capital Management's portfolio in Q2 2026, its #83 holding.
- TD Capital Management first reported a position in Caterpillar in Q1 2014 and has held it in 31 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.