Tortoise Investment 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 | $517K | Buy |
485
+20
| +4% | +$17.6K | 0.04% | 172 |
|
|
2026
Q1 | $329K | Sell |
465
-386
| -45% | -$267K | 0.03% | 190 |
|
|
2025
Q4 | $488K | Buy |
851
+4
| +0.5% | +$2.22K | 0.04% | 158 |
|
|
2025
Q3 | $404K | Buy |
847
+8
| +1% | +$3.42K | 0.04% | 171 |
|
|
2025
Q2 | $326K | Buy |
839
+12
| +1% | +$4K | 0.03% | 173 |
|
|
2025
Q1 | $273K | Sell |
827
-105
| -11% | -$37.4K | 0.03% | 178 |
|
|
2024
Q4 | $338K | Sell |
932
-182
| -16% | -$70.6K | 0.04% | 175 |
|
|
2024
Q3 | $436K | Sell |
1,114
-60
| -5% | -$20.7K | 0.05% | 157 |
|
|
2024
Q2 | $391K | Sell |
1,174
-60
| -5% | -$20.8K | 0.04% | 163 |
|
|
2024
Q1 | $452K | Sell |
1,234
-20
| -2% | -$6.39K | 0.05% | 161 |
|
|
2023
Q4 | $371K | Sell |
1,254
-11
| -0.9% | -$2.85K | 0.05% | 163 |
|
|
2023
Q3 | $345K | Buy |
1,265
+5
| +0.4% | +$1.36K | 0.05% | 161 |
|
|
2023
Q2 | $310K | Buy |
1,260
+28
| +2% | +$6.24K | 0.05% | 163 |
|
|
2023
Q1 | $282K | Hold |
1,232
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $295K | Hold |
1,232
| – | – | 0.05% | 164 |
|
|
2022
Q3 | $202K | Buy |
1,232
+1,127
| +1,073% | +$206K | 0.04% | 182 |
|
|
2022
Q2 | $19K | Hold |
105
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $23K | Hold |
105
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $22K | Hold |
105
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $20K | Hold |
105
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $23K | Hold |
105
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $24K | Hold |
105
| – | – | 0.01% | 336 |
|
|
2020
Q4 | $19K | Buy |
105
+25
| +31% | +$4.24K | ﹤0.01% | 338 |
|
|
2020
Q3 | $12K | Sell |
80
-20
| -20% | -$2.81K | ﹤0.01% | 357 |
|
|
2020
Q2 | $13K | Buy |
100
+25
| +33% | +$2.96K | ﹤0.01% | 340 |
|
|
2020
Q1 | $9K | Sell |
75
-5
| -6% | -$639 | ﹤0.01% | 372 |
|
|
2019
Q4 | $12K | Sell |
80
-25
| -24% | -$3.49K | ﹤0.01% | 377 |
|
|
2019
Q3 | $13K | Sell |
105
-80
| -43% | -$10.2K | ﹤0.01% | 365 |
|
|
2019
Q2 | $25K | Buy |
185
+180
| +3,600% | +$23.8K | 0.01% | 312 |
|
|
2019
Q1 | $1K | Sell |
5
-195
| -98% | -$25.9K | ﹤0.01% | 585 |
|
|
2018
Q4 | $25K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2018
Q1 | $29K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $32K | Buy |
+200
| New | +$27.7K | 0.01% | 280 |
|
|
2015
Q1 | – | Sell |
-7
| Closed | -$1K | – | 430 |
|
|
2014
Q4 | $1K | Sell |
7
-123
| -95% | -$12K | ﹤0.01% | 444 |
|
|
2014
Q3 | $13K | Sell |
130
-15
| -10% | -$1.59K | 0.01% | 284 |
|
|
2014
Q2 | $16K | Buy |
+145
| New | +$15.2K | 0.01% | 286 |
|
Other funds holding CAT
Tortoise Investment Management's CAT Position: Q2 2026 in Review
Tortoise Investment Management increased its Caterpillar (CAT) stake by 4.3% in Q2 2026, buying an estimated $17.6K and bringing the position to 485 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #172.
Tortoise Investment Management first reported a position in CAT in Q2 2014 and has held it in 38 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Tortoise Investment Management held 485 shares of Caterpillar worth $517K as of Q2 2026.
- Tortoise Investment Management bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
- Caterpillar made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #172 holding.
- Tortoise Investment Management first reported a position in Caterpillar in Q2 2014 and has held it in 38 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.