Texas Yale Capital Corp’s Caterpillar CAT Stock Holding History

Texas Yale Capital Corp’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	$2.76M	Hold	3,896	–	–	0.08%	163
2025 Q4	$2.23M	Buy	3,896 +50	+1%	+$27.8K	0.07%	180
2025 Q3	$1.84M	Buy	3,846 +127	+3%	+$54.2K	0.06%	204
2025 Q2	$1.44M	Sell	3,719 -393	-10%	-$131K	0.05%	218
2025 Q1	$1.36M	Buy	4,112 +448	+12%	+$160K	0.06%	224
2024 Q4	$1.33M	Buy	3,664 +145	+4%	+$56.2K	0.05%	223
2024 Q3	$1.38M	Buy	3,519 +516	+17%	+$178K	0.06%	226
2024 Q2	$1M	Hold	3,003	–	–	0.05%	250
2024 Q1	$1.1M	Buy	3,003 +50	+2%	+$16K	0.05%	244
2023 Q4	$873K	Buy	2,953 +22	+0.8%	+$5.71K	0.04%	264
2023 Q3	$800K	Hold	2,931	–	–	0.04%	259
2023 Q2	$721K	Sell	2,931 -75	-2%	-$16.7K	0.03%	280
2023 Q1	$688K	Hold	3,006	–	–	0.04%	285
2022 Q4	$720K	Sell	3,006 -15	-0.5%	-$3.27K	0.04%	281
2022 Q3	$496K	Sell	3,021 -437	-13%	-$79.8K	0.03%	314
2022 Q2	$618K	Buy	3,458 +90	+3%	+$19K	0.04%	282
2022 Q1	$750K	Sell	3,368 -142	-4%	-$29.8K	0.04%	276
2021 Q4	$726K	Buy	3,510 +100	+3%	+$20.1K	0.04%	281
2021 Q3	$655K	Buy	3,410 +75	+2%	+$15.6K	0.04%	286
2021 Q2	$726K	Buy	3,335 +125	+4%	+$28.9K	0.04%	279
2021 Q1	$744K	Sell	3,210 -2,735	-46%	-$566K	0.05%	266
2020 Q4	$1.08M	Sell	5,945 -35	-0.6%	-$5.93K	0.07%	221
2020 Q3	$892K	Sell	5,980 -180	-3%	-$25.3K	0.07%	232
2020 Q2	$779K	Hold	6,160	–	–	0.06%	243
2020 Q1	$715K	Sell	6,160 -1,001	-14%	-$128K	0.07%	234
2019 Q4	$1.06M	Hold	7,161	–	–	0.07%	233
2019 Q3	$905K	Hold	7,161	–	–	0.06%	252
2019 Q2	$976K	Sell	7,161 -6,275	-47%	-$829K	0.07%	239
2019 Q1	$1.82M	Buy	13,436 +7,397	+122%	+$983K	0.07%	238
2018 Q4	$767K	Buy	6,039 +484	+9%	+$63K	0.07%	238
2018 Q3	$847K	Hold	5,555	–	–	0.07%	252
2018 Q2	$754K	Sell	5,555 -1,375	-20%	-$205K	0.06%	255
2018 Q1	$1.02M	Buy	6,930 +100	+1%	+$15.8K	0.09%	217
2017 Q4	$1.08M	Sell	6,830 -250	-4%	-$34.7K	0.09%	212
2017 Q3	$883K	Hold	7,080	–	–	0.08%	243
2017 Q2	$761K	Hold	7,080	–	–	0.07%	258
2017 Q1	$657K	Sell	7,080 -2,310	-25%	-$219K	0.06%	270
2016 Q4	$871K	Hold	9,390	–	–	0.08%	221
2016 Q3	$834K	Hold	9,390	–	–	0.08%	225
2016 Q2	$712K	Buy	9,390 +1,030	+12%	+$77.2K	0.07%	242
2016 Q1	$640K	Sell	8,360 -480	-5%	-$32.2K	0.07%	248
2015 Q4	$601K	Buy	8,840 +3,285	+59%	+$230K	0.06%	258
2015 Q3	$363K	Buy	5,555 +2,700	+95%	+$207K	0.03%	353
2015 Q2	$242K	Hold	2,855	–	–	0.02%	437
2015 Q1	$228K	Sell	2,855 -6,508	-70%	-$541K	0.02%	442
2014 Q4	$857K	Sell	9,363 -824	-8%	-$80.2K	0.07%	222
2014 Q3	$1.01M	Buy	10,187 +1,652	+19%	+$175K	0.09%	158
2014 Q2	$927K	Buy	8,535 +1,425	+20%	+$150K	0.12%	158
2014 Q1	$707K	Buy	+7,110	New	+$671K	0.1%	176

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Texas Yale Capital Corp's CAT Position: Q1 2026 in Review

Texas Yale Capital Corp held its Caterpillar (CAT) position steady in Q1 2026 at 3,896 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #163.

Texas Yale Capital Corp first reported a position in CAT in Q1 2014 and has held it in 49 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Texas Yale Capital Corp held 3,896 shares of Caterpillar worth $2.76M as of Q1 2026.
Texas Yale Capital Corp left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.08% of Texas Yale Capital Corp's portfolio in Q1 2026, its #163 holding.
Texas Yale Capital Corp first reported a position in Caterpillar in Q1 2014 and has held it in 49 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.