Truvestments Capital’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 | $11.4M | Sell |
10,677
-27
| -0.3% | -$23.7K | 1.69% | 7 |
|
|
2026
Q1 | $7.58M | Sell |
10,704
-1,110
| -9% | -$769K | 1.37% | 7 |
|
|
2025
Q4 | $6.77M | Sell |
11,814
-404
| -3% | -$225K | 1.23% | 10 |
|
|
2025
Q3 | $5.83M | Sell |
12,218
-1,289
| -10% | -$550K | 1.05% | 12 |
|
|
2025
Q2 | $5.24M | Sell |
13,507
-100
| -0.7% | -$33.3K | 1.05% | 12 |
|
|
2025
Q1 | $4.49M | Buy |
13,607
+3,411
| +33% | +$1.22M | 0.97% | 24 |
|
|
2024
Q4 | $3.7M | Buy |
10,196
+366
| +4% | +$142K | 0.95% | 20 |
|
|
2024
Q3 | $3.84M | Buy |
9,830
+9
| +0.1% | +$3.11K | 1.03% | 15 |
|
|
2024
Q2 | $3.27M | Buy |
9,821
+106
| +1% | +$36.8K | 1.3% | 15 |
|
|
2024
Q1 | $3.56M | Sell |
9,715
-451
| -4% | -$144K | 1.37% | 10 |
|
|
2023
Q4 | $3.01M | Sell |
10,166
-463
| -4% | -$120K | 1.36% | 14 |
|
|
2023
Q3 | $2.9M | Buy |
10,629
+114
| +1% | +$30.9K | 1.51% | 10 |
|
|
2023
Q2 | $2.59M | Buy |
10,515
+364
| +4% | +$81.2K | 1.29% | 18 |
|
|
2023
Q1 | $2.32M | Buy |
10,151
+226
| +2% | +$54.6K | 1.24% | 21 |
|
|
2022
Q4 | $2.38M | Buy |
9,925
+795
| +9% | +$173K | 1.34% | 17 |
|
|
2022
Q3 | $1.5M | Sell |
9,130
-231
| -2% | -$42.2K | 0.94% | 36 |
|
|
2022
Q2 | $1.67M | Sell |
9,361
-458
| -5% | -$96.5K | 0.98% | 41 |
|
|
2022
Q1 | $2.19M | Sell |
9,819
-438
| -4% | -$91.9K | 1.2% | 29 |
|
|
2021
Q4 | $2.12M | Buy |
10,257
+23
| +0.2% | +$4.63K | 1.06% | 28 |
|
|
2021
Q3 | $1.97M | Buy |
10,234
+574
| +6% | +$120K | 1.08% | 31 |
|
|
2021
Q2 | $2.1M | Buy |
9,660
+1,377
| +17% | +$318K | 1.15% | 30 |
|
|
2021
Q1 | $1.92M | Buy |
8,283
+959
| +13% | +$199K | 1.09% | 22 |
|
|
2020
Q4 | $1.33M | Buy |
7,324
+286
| +4% | +$48.5K | 0.93% | 34 |
|
|
2020
Q3 | $1.05M | Buy |
7,038
+6,500
| +1,208% | +$913K | 0.95% | 36 |
|
|
2020
Q2 | $68K | Buy |
+538
| New | +$63.8K | 0.07% | 181 |
|
|
2019
Q4 | – | Sell |
-82
| Closed | -$10K | – | 212 |
|
|
2019
Q3 | $10K | Hold |
82
| – | – | 0.01% | 491 |
|
|
2019
Q2 | $11K | Sell |
82
-17
| -17% | -$2.25K | 0.01% | 517 |
|
|
2019
Q1 | $14K | Buy |
+99
| New | +$13.2K | 0.01% | 460 |
|
|
2018
Q3 | $54K | Buy |
+354
| New | +$50.1K | 0.03% | 367 |
|
Other funds holding CAT
Truvestments Capital's CAT Position: Q2 2026 in Review
Truvestments Capital reduced its Caterpillar (CAT) stake by 0.25% in Q2 2026, selling an estimated $23.7K and leaving 10,677 shares worth $11.4M. The position accounts for 1.69% of the portfolio, ranked #7.
Truvestments Capital first reported a position in CAT in Q3 2018 and has held it in 29 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Truvestments Capital held 10,677 shares of Caterpillar worth $11.4M as of Q2 2026.
- Truvestments Capital sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
- Caterpillar made up 1.69% of Truvestments Capital's portfolio in Q2 2026, its #7 holding.
- Truvestments Capital first reported a position in Caterpillar in Q3 2018 and has held it in 29 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.