Truist Financial’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 | $148M | Sell |
209,163
-2,286
| -1% | -$1.58M | 0.2% | 100 |
|
|
2025
Q4 | $121M | Sell |
211,449
-3,049
| -1% | -$1.69M | 0.16% | 125 |
|
|
2025
Q3 | $102M | Buy |
214,498
+2,267
| +1% | +$968K | 0.14% | 150 |
|
|
2025
Q2 | $82.4M | Sell |
212,231
-3,832
| -2% | -$1.28M | 0.12% | 161 |
|
|
2025
Q1 | $71.3M | Buy |
216,063
+5,842
| +3% | +$2.08M | 0.11% | 171 |
|
|
2024
Q4 | $76.3M | Sell |
210,221
-5,230
| -2% | -$2.03M | 0.12% | 165 |
|
|
2024
Q3 | $84.3M | Sell |
215,451
-12,325
| -5% | -$4.26M | 0.13% | 150 |
|
|
2024
Q2 | $75.9M | Sell |
227,776
-10,368
| -4% | -$3.6M | 0.12% | 176 |
|
|
2024
Q1 | $87.3M | Sell |
238,144
-9,948
| -4% | -$3.18M | 0.13% | 154 |
|
|
2023
Q4 | $73.4M | Sell |
248,092
-40,487
| -14% | -$10.5M | 0.12% | 173 |
|
|
2023
Q3 | $78.8M | Buy |
288,579
+33,907
| +13% | +$9.2M | 0.13% | 158 |
|
|
2023
Q2 | $62.7M | Buy |
254,672
+3,013
| +1% | +$672K | 0.1% | 189 |
|
|
2023
Q1 | $57.6M | Buy |
251,659
+19,246
| +8% | +$4.65M | 0.1% | 194 |
|
|
2022
Q4 | $55.7M | Buy |
232,413
+6,662
| +3% | +$1.45M | 0.1% | 194 |
|
|
2022
Q3 | $37M | Buy |
225,751
+10,949
| +5% | +$2M | 0.07% | 246 |
|
|
2022
Q2 | $38.4M | Sell |
214,802
-16,979
| -7% | -$3.58M | 0.07% | 252 |
|
|
2022
Q1 | $51.6M | Buy |
231,781
+3,880
| +2% | +$814K | 0.08% | 227 |
|
|
2021
Q4 | $47.1M | Buy |
227,901
+17,256
| +8% | +$3.47M | 0.07% | 256 |
|
|
2021
Q3 | $40.4M | Sell |
210,645
-5,413
| -3% | -$1.13M | 0.07% | 273 |
|
|
2021
Q2 | $47M | Sell |
216,058
-9,119
| -4% | -$2.11M | 0.08% | 251 |
|
|
2021
Q1 | $52.2M | Sell |
225,177
-14,347
| -6% | -$2.97M | 0.09% | 223 |
|
|
2020
Q4 | $43.6M | Buy |
239,524
+18,688
| +8% | +$3.17M | 0.08% | 232 |
|
|
2020
Q3 | $32.9M | Sell |
220,836
-27,929
| -11% | -$3.92M | 0.07% | 252 |
|
|
2020
Q2 | $31.5M | Buy |
248,765
+38,944
| +19% | +$4.62M | 0.07% | 256 |
|
|
2020
Q1 | $24.3M | Buy |
209,821
+9,788
| +5% | +$1.25M | 0.06% | 292 |
|
|
2019
Q4 | $29.5M | Buy |
200,033
+173,023
| +641% | +$24.1M | 0.06% | 318 |
|
|
2019
Q3 | $3.41M | Sell |
27,010
-2,782
| -9% | -$353K | 0.06% | 277 |
|
|
2019
Q2 | $4.06M | Sell |
29,792
-18,353
| -38% | -$2.43M | 0.07% | 245 |
|
|
2019
Q1 | $6.52M | Sell |
48,145
-9,661
| -17% | -$1.28M | 0.12% | 182 |
|
|
2018
Q4 | $7.35M | Buy |
57,806
+3,520
| +6% | +$458K | 0.15% | 149 |
|
|
2018
Q3 | $8.28M | Buy |
54,286
+5,000
| +10% | +$707K | 0.15% | 155 |
|
|
2018
Q2 | $6.69M | Buy |
49,286
+27,739
| +129% | +$4.14M | 0.13% | 187 |
|
|
2018
Q1 | $3.18M | Buy |
21,547
+2,650
| +14% | +$418K | 0.06% | 291 |
|
|
2017
Q4 | $2.98M | Sell |
18,897
-688
| -4% | -$95.4K | 0.06% | 309 |
|
|
2017
Q3 | $2.44M | Buy |
19,585
+252
| +1% | +$29K | 0.05% | 334 |
|
|
2017
Q2 | $2.08M | Sell |
19,333
-482
| -2% | -$49K | 0.04% | 355 |
|
|
2017
Q1 | $1.84M | Sell |
19,815
-33
| -0.2% | -$3.12K | 0.04% | 376 |
|
|
2016
Q4 | $1.84M | Sell |
19,848
-2,205
| -10% | -$200K | 0.04% | 379 |
|
|
2016
Q3 | $1.96M | Sell |
22,053
-3,554
| -14% | -$291K | 0.04% | 371 |
|
|
2016
Q2 | $1.94M | Sell |
25,607
-2,149
| -8% | -$161K | 0.04% | 373 |
|
|
2016
Q1 | $2.13M | Sell |
27,756
-4,147
| -13% | -$278K | 0.06% | 313 |
|
|
2015
Q4 | $2.17M | Sell |
31,903
-23,791
| -43% | -$1.66M | 0.06% | 304 |
|
|
2015
Q3 | $3.64M | Buy |
55,694
+1,369
| +3% | +$105K | 0.09% | 237 |
|
|
2015
Q2 | $4.61M | Buy |
54,325
+33,484
| +161% | +$2.88M | 0.12% | 197 |
|
|
2015
Q1 | $1.67M | Buy |
20,841
+1,664
| +9% | +$138K | 0.05% | 310 |
|
|
2014
Q4 | $1.75M | Buy |
19,177
+281
| +1% | +$27.4K | 0.05% | 300 |
|
|
2014
Q3 | $1.87M | Sell |
18,896
-1,392
| -7% | -$148K | 0.06% | 279 |
|
|
2014
Q2 | $2.2M | Sell |
20,288
-1,258
| -6% | -$132K | 0.07% | 264 |
|
|
2014
Q1 | $2.14M | Sell |
21,546
-4,607
| -18% | -$434K | 0.07% | 265 |
|
|
2013
Q4 | $2.38M | Buy |
26,153
+2,667
| +11% | +$228K | 0.08% | 255 |
|
|
2013
Q3 | $1.96M | Sell |
23,486
-12,351
| -34% | -$1.04M | 0.07% | 261 |
|
|
2013
Q2 | $2.96M | Buy |
+35,837
| New | +$3.05M | 0.11% | 213 |
|
Other funds holding CAT
VCM
VPM
Truist Financial's CAT Position: Q1 2026 in Review
Truist Financial reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $1.58M and leaving 209,163 shares worth $148M. The position accounts for 0.2% of the portfolio, ranked #100.
Truist Financial first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Truist Financial held 209,163 shares of Caterpillar worth $148M as of Q1 2026.
- Truist Financial sold 2,286 Caterpillar shares in Q1 2026, an estimated $1.58M.
- Caterpillar made up 0.2% of Truist Financial's portfolio in Q1 2026, its #100 holding.
- Truist Financial first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.