Total 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
Q1 | $2.18M | Buy |
3,073
+14
| +0.5% | +$9.7K | 0.25% | 18 |
|
|
2025
Q4 | $1.75M | Sell |
3,059
-331
| -10% | -$184K | 0.22% | 17 |
|
|
2025
Q3 | $1.62M | Sell |
3,390
-10
| -0.3% | -$4.27K | 0.21% | 19 |
|
|
2025
Q2 | $1.32M | Buy |
3,400
+10
| +0.3% | +$3.33K | 0.19% | 19 |
|
|
2025
Q1 | $1.12M | Sell |
3,390
-5
| -0.1% | -$1.78K | 0.15% | 26 |
|
|
2024
Q4 | $1.23M | Buy |
3,395
+1,332
| +65% | +$517K | 0.17% | 26 |
|
|
2024
Q3 | $807K | Buy |
2,063
+4
| +0.2% | +$1.38K | 0.09% | 30 |
|
|
2024
Q2 | $686K | Buy |
2,059
+1
| +0% | +$347 | 0.09% | 34 |
|
|
2024
Q1 | $754K | Sell |
2,058
-117
| -5% | -$37.4K | 0.09% | 31 |
|
|
2023
Q4 | $643K | Buy |
2,175
+51
| +2% | +$13.2K | 0.08% | 33 |
|
|
2023
Q3 | $580K | Buy |
2,124
+66
| +3% | +$17.9K | 0.08% | 35 |
|
|
2023
Q2 | $506K | Buy |
2,058
+29
| +1% | +$6.47K | 0.07% | 39 |
|
|
2023
Q1 | $464K | Hold |
2,029
| – | – | 0.09% | 35 |
|
|
2022
Q4 | $486K | Buy |
2,029
+15
| +0.7% | +$3.27K | 0.12% | 28 |
|
|
2022
Q3 | $330K | Hold |
2,014
| – | – | 0.07% | 38 |
|
|
2022
Q2 | $360K | Hold |
2,014
| – | – | 0.07% | 42 |
|
|
2022
Q1 | $449K | Hold |
2,014
| – | – | 0.09% | 42 |
|
|
2021
Q4 | $416K | Buy |
2,014
+104
| +5% | +$20.9K | 0.07% | 49 |
|
|
2021
Q3 | $367K | Hold |
1,910
| – | – | 0.09% | 37 |
|
|
2021
Q2 | $416K | Sell |
1,910
-192
| -9% | -$44.3K | 0.07% | 36 |
|
|
2021
Q1 | $244K | Buy |
2,102
+60
| +3% | +$12.4K | 0.07% | 43 |
|
|
2020
Q4 | $372K | Sell |
2,042
-22
| -1% | -$3.73K | 0.07% | 29 |
|
|
2020
Q3 | $324K | Sell |
2,064
-40
| -2% | -$5.62K | 0.09% | 30 |
|
|
2020
Q2 | $266K | Buy |
2,104
+2
| +0.1% | +$237 | 0.09% | 29 |
|
|
2020
Q1 | $244K | Buy |
2,102
+32
| +2% | +$4.09K | 0.07% | 43 |
|
|
2019
Q4 | $306K | Buy |
2,070
+1
| +0% | +$140 | 0.06% | 40 |
|
|
2019
Q3 | $261K | Hold |
2,069
| – | – | 0.05% | 44 |
|
|
2019
Q2 | $253K | Buy |
2,069
+156
| +8% | +$20.6K | 0.06% | 45 |
|
|
2019
Q1 | $240K | Buy |
1,913
+3
| +0.2% | +$398 | 0.06% | 45 |
|
|
2018
Q4 | $250K | Hold |
1,910
| – | – | 0.08% | 41 |
|
|
2018
Q3 | $291K | Hold |
1,910
| – | – | 0.06% | 35 |
|
|
2018
Q2 | $259K | Hold |
1,910
| – | – | 0.06% | 35 |
|
|
2018
Q1 | $281K | Hold |
1,910
| – | – | 0.07% | 34 |
|
|
2017
Q4 | $301K | Hold |
1,910
| – | – | 0.09% | 26 |
|
|
2017
Q3 | $238K | Hold |
1,910
| – | – | 0.08% | 30 |
|
|
2017
Q2 | $205K | Buy |
+1,910
| New | +$194K | 0.07% | 36 |
|
Other funds holding CAT
VCM
VPM
Total Investment Management's CAT Position: Q1 2026 in Review
Total Investment Management increased its Caterpillar (CAT) stake by 0.46% in Q1 2026, buying an estimated $9.7K and bringing the position to 3,073 shares worth $2.18M. The position accounts for 0.25% of the portfolio, ranked #18.
Total Investment Management first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Total Investment Management held 3,073 shares of Caterpillar worth $2.18M as of Q1 2026.
- Total Investment Management bought 14 Caterpillar shares in Q1 2026, an estimated $9.7K.
- Caterpillar made up 0.25% of Total Investment Management's portfolio in Q1 2026, its #18 holding.
- Total Investment Management first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.