Transamerica Financial Advisors’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 | $2.19M | Sell |
2,055
-407
| -17% | -$358K | 0.19% | 125 |
|
|
2026
Q1 | $1.74M | Sell |
2,462
-883
| -26% | -$612K | 0.15% | 141 |
|
|
2025
Q4 | $1.92M | Sell |
3,345
-406
| -11% | -$226K | 0.16% | 137 |
|
|
2025
Q3 | $1.79M | Sell |
3,751
-359
| -9% | -$153K | 0.15% | 119 |
|
|
2025
Q2 | $1.6M | Sell |
4,110
-189
| -4% | -$63K | 0.15% | 115 |
|
|
2025
Q1 | $1.42M | Buy |
4,299
+135
| +3% | +$48.1K | 0.14% | 131 |
|
|
2024
Q4 | $1.51M | Sell |
4,164
-244
| -6% | -$94.6K | 0.15% | 121 |
|
|
2024
Q3 | $1.73M | Sell |
4,408
-383
| -8% | -$132K | 0.17% | 118 |
|
|
2024
Q2 | $1.6M | Hold |
4,791
| – | – | 0.17% | 108 |
|
|
2024
Q1 | $1.76M | Buy |
4,791
+665
| +16% | +$213K | 0.18% | 110 |
|
|
2023
Q4 | $1.22M | Sell |
4,126
-1,555
| -27% | -$403K | 0.17% | 95 |
|
|
2023
Q3 | $1.55M | Sell |
5,681
-1,010
| -15% | -$274K | 0.21% | 83 |
|
|
2023
Q2 | $1.65M | Buy |
6,691
+7
| +0.1% | +$1.56K | 0.21% | 84 |
|
|
2023
Q1 | $1.53M | Buy |
6,684
+91
| +1% | +$22K | 0.2% | 88 |
|
|
2022
Q4 | $1.58M | Buy |
6,593
+302
| +5% | +$65.7K | 0.22% | 86 |
|
|
2022
Q3 | $1.03M | Buy |
6,291
+1,318
| +27% | +$241K | 0.15% | 106 |
|
|
2022
Q2 | $889K | Buy |
4,973
+4,969
| +124,225% | +$1.05M | 0.13% | 127 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | 0.04% | 60 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | 0.03% | 72 |
|
|
2021
Q3 | $1K | Buy |
4
+1
| +33% | +$208 | 0.03% | 72 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$693 | 0.02% | 95 |
|
|
2020
Q3 | – | Sell |
-173
| Closed | -$22K | – | 211 |
|
|
2020
Q2 | $22K | Buy |
+173
| New | +$20.5K | ﹤0.01% | 224 |
|
|
2019
Q3 | – | Sell |
-107
| Closed | -$15K | – | 139 |
|
|
2019
Q2 | $15K | Buy |
+107
| New | +$14.1K | ﹤0.01% | 283 |
|
|
2019
Q1 | – | Sell |
-152
| Closed | -$20K | – | 134 |
|
|
2018
Q4 | $20K | Buy |
152
+11
| +8% | +$1.43K | 0.01% | 263 |
|
|
2018
Q3 | $22K | Buy |
141
+137
| +3,425% | +$19.4K | ﹤0.01% | 262 |
|
|
2018
Q2 | $1K | Buy |
+4
| New | +$598 | ﹤0.01% | 348 |
|
|
2016
Q2 | – | Sell |
-120
| Closed | -$10K | – | 438 |
|
|
2016
Q1 | $10K | Hold |
120
| – | – | ﹤0.01% | 548 |
|
|
2015
Q4 | $9K | Hold |
120
| – | – | ﹤0.01% | 608 |
|
|
2015
Q3 | $8K | Buy |
120
+29
| +32% | +$2.22K | ﹤0.01% | 603 |
|
|
2015
Q2 | $8K | Buy |
91
+47
| +107% | +$4.04K | ﹤0.01% | 650 |
|
|
2015
Q1 | $4K | Sell |
44
-1,011
| -96% | -$84K | ﹤0.01% | 715 |
|
|
2014
Q4 | $97K | Buy |
1,055
+49
| +5% | +$4.77K | 0.01% | 323 |
|
|
2014
Q3 | $100K | Buy |
1,006
+14
| +1% | +$1.48K | 0.01% | 298 |
|
|
2014
Q2 | $108K | Buy |
992
+968
| +4,033% | +$102K | 0.01% | 314 |
|
|
2014
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 539 |
|
|
2013
Q4 | $3K | Sell |
24
-30
| -56% | -$2.56K | ﹤0.01% | 523 |
|
|
2013
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 488 |
|
|
2013
Q2 | $5K | Buy |
+54
| New | +$4.59K | ﹤0.01% | 470 |
|
Other funds holding CAT
Transamerica Financial Advisors's CAT Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $358K and leaving 2,055 shares worth $2.19M. The position accounts for 0.19% of the portfolio, ranked #125.
Transamerica Financial Advisors first reported a position in CAT in Q2 2013 and has held it in 38 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Transamerica Financial Advisors held 2,055 shares of Caterpillar worth $2.19M as of Q2 2026.
- Transamerica Financial Advisors sold 407 Caterpillar shares in Q2 2026, an estimated $358K.
- Caterpillar made up 0.19% of Transamerica Financial Advisors's portfolio in Q2 2026, its #125 holding.
- Transamerica Financial Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 38 quarters since.
- 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.