Twin Capital 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 | $6.71M | Buy |
9,468
+725
| +8% | +$502K | 0.86% | 15 |
|
|
2025
Q4 | $5.01M | Sell |
8,743
-296
| -3% | -$165K | 0.62% | 29 |
|
|
2025
Q3 | $4.31M | Sell |
9,039
-3,381
| -27% | -$1.44M | 0.54% | 39 |
|
|
2025
Q2 | $4.82M | Sell |
12,420
-3,218
| -21% | -$1.07M | 0.51% | 45 |
|
|
2025
Q1 | $5.16M | Sell |
15,638
-378
| -2% | -$135K | 0.6% | 37 |
|
|
2024
Q4 | $5.81M | Buy |
16,016
+81
| +0.5% | +$31.4K | 0.64% | 27 |
|
|
2024
Q3 | $6.23M | Sell |
15,935
-214
| -1% | -$73.9K | 0.7% | 22 |
|
|
2024
Q2 | $5.38M | Buy |
16,149
+228
| +1% | +$79.1K | 0.63% | 29 |
|
|
2024
Q1 | $5.83M | Sell |
15,921
-664
| -4% | -$212K | 0.72% | 22 |
|
|
2023
Q4 | $4.9M | Sell |
16,585
-302
| -2% | -$78.3K | 0.64% | 33 |
|
|
2023
Q3 | $4.61M | Sell |
16,887
-238
| -1% | -$64.6K | 0.66% | 30 |
|
|
2023
Q2 | $4.21M | Sell |
17,125
-526
| -3% | -$117K | 0.55% | 39 |
|
|
2023
Q1 | $4.04M | Sell |
17,651
-2,391
| -12% | -$578K | 0.55% | 41 |
|
|
2022
Q4 | $4.8M | Sell |
20,042
-529
| -3% | -$115K | 0.62% | 36 |
|
|
2022
Q3 | $3.38M | Sell |
20,571
-223
| -1% | -$40.7K | 0.46% | 58 |
|
|
2022
Q2 | $3.72M | Buy |
20,794
+226
| +1% | +$47.6K | 0.47% | 56 |
|
|
2022
Q1 | $4.58M | Buy |
20,568
+3,080
| +18% | +$646K | 0.49% | 50 |
|
|
2021
Q4 | $3.62M | Sell |
17,488
-830
| -5% | -$167K | 0.36% | 85 |
|
|
2021
Q3 | $3.52M | Sell |
18,318
-1,735
| -9% | -$361K | 0.36% | 84 |
|
|
2021
Q2 | $4.36M | Buy |
20,053
+140
| +0.7% | +$32.3K | 0.4% | 76 |
|
|
2021
Q1 | $4.62M | Sell |
19,913
-3,080
| -13% | -$638K | 0.46% | 68 |
|
|
2020
Q4 | $4.18M | Sell |
22,993
-778
| -3% | -$132K | 0.38% | 78 |
|
|
2020
Q3 | $3.54M | Sell |
23,771
-327
| -1% | -$45.9K | 0.32% | 96 |
|
|
2020
Q2 | $3.05M | Sell |
24,098
-1,350
| -5% | -$160K | 0.29% | 109 |
|
|
2020
Q1 | $2.95M | Sell |
25,448
-360
| -1% | -$46K | 0.32% | 98 |
|
|
2019
Q4 | $3.81M | Sell |
25,808
-8,730
| -25% | -$1.22M | 0.32% | 104 |
|
|
2019
Q3 | $4.36M | Sell |
34,538
-3,041
| -8% | -$386K | 0.32% | 109 |
|
|
2019
Q2 | $5.12M | Sell |
37,579
-17,241
| -31% | -$2.28M | 0.36% | 103 |
|
|
2019
Q1 | $7.43M | Buy |
54,820
+385
| +0.7% | +$51.1K | 0.37% | 87 |
|
|
2018
Q4 | $6.92M | Buy |
54,435
+3,175
| +6% | +$413K | 0.39% | 76 |
|
|
2018
Q3 | $7.82M | Buy |
51,260
+3,010
| +6% | +$426K | 0.36% | 87 |
|
|
2018
Q2 | $6.55M | Buy |
48,250
+13,330
| +38% | +$1.99M | 0.33% | 102 |
|
|
2018
Q1 | $5.15M | Buy |
34,920
+16,720
| +92% | +$2.64M | 0.27% | 119 |
|
|
2017
Q4 | $2.87M | Hold |
18,200
| – | – | 0.14% | 189 |
|
|
2017
Q3 | $2.27M | Buy |
18,200
+5,800
| +47% | +$668K | 0.12% | 218 |
|
|
2017
Q2 | $1.33M | Hold |
12,400
| – | – | 0.08% | 255 |
|
|
2017
Q1 | $1.15M | Hold |
12,400
| – | – | 0.07% | 276 |
|
|
2016
Q4 | $1.15M | Sell |
12,400
-5,420
| -30% | -$491K | 0.07% | 265 |
|
|
2016
Q3 | $1.58M | Sell |
17,820
-2,400
| -12% | -$196K | 0.11% | 239 |
|
|
2016
Q2 | $1.53M | Sell |
20,220
-23,000
| -53% | -$1.72M | 0.12% | 231 |
|
|
2016
Q1 | $3.31M | Sell |
43,220
-24,750
| -36% | -$1.66M | 0.26% | 121 |
|
|
2015
Q4 | $4.62M | Buy |
67,970
+3,900
| +6% | +$273K | 0.38% | 75 |
|
|
2015
Q3 | $4.19M | Buy |
64,070
+4,460
| +7% | +$341K | 0.4% | 70 |
|
|
2015
Q2 | $5.06M | Buy |
59,610
+2,290
| +4% | +$197K | 0.45% | 69 |
|
|
2015
Q1 | $4.59M | Buy |
57,320
+8,030
| +16% | +$667K | 0.4% | 83 |
|
|
2014
Q4 | $4.51M | Buy |
49,290
+4,050
| +9% | +$394K | 0.43% | 70 |
|
|
2014
Q3 | $4.48M | Buy |
45,240
+4,680
| +12% | +$496K | 0.45% | 63 |
|
|
2014
Q2 | $4.41M | Buy |
40,560
+21,020
| +108% | +$2.21M | 0.44% | 60 |
|
|
2014
Q1 | $1.94M | Buy |
19,540
+6,970
| +55% | +$657K | 0.2% | 158 |
|
|
2013
Q4 | $1.14M | Hold |
12,570
| – | – | 0.12% | 204 |
|
|
2013
Q3 | $1.05M | Hold |
12,570
| – | – | 0.11% | 240 |
|
|
2013
Q2 | $1.04M | Buy |
+12,570
| New | +$1.07M | 0.11% | 240 |
|
Other funds holding CAT
VCM
VPM
Twin Capital Management's CAT Position: Q1 2026 in Review
Twin Capital Management increased its Caterpillar (CAT) stake by 8.3% in Q1 2026, buying an estimated $502K and bringing the position to 9,468 shares worth $6.71M. The position accounts for 0.86% of the portfolio, ranked #15.
Twin Capital Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.82M in Q3 2018. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Twin Capital Management held 9,468 shares of Caterpillar worth $6.71M as of Q1 2026.
- Twin Capital Management bought 725 Caterpillar shares in Q1 2026, an estimated $502K.
- Caterpillar made up 0.86% of Twin Capital Management's portfolio in Q1 2026, its #15 holding.
- Twin Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- Twin Capital Management's Caterpillar position peaked at $7.82M in Q3 2018.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.