Univest 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 | $2.87M | Sell |
4,046
-91
| -2% | -$63K | 0.16% | 101 |
|
|
2025
Q4 | $2.37M | Sell |
4,137
-146
| -3% | -$81.1K | 0.13% | 119 |
|
|
2025
Q3 | $2.04M | Hold |
4,283
| – | – | 0.11% | 116 |
|
|
2025
Q2 | $1.66M | Buy |
4,283
+26
| +0.6% | +$8.67K | 0.1% | 120 |
|
|
2025
Q1 | $1.4M | Sell |
4,257
-141
| -3% | -$50.2K | 0.09% | 137 |
|
|
2024
Q4 | $1.6M | Sell |
4,398
-137
| -3% | -$53.1K | 0.1% | 129 |
|
|
2024
Q3 | $1.77M | Buy |
4,535
+3,530
| +351% | +$1.22M | 0.12% | 117 |
|
|
2024
Q2 | $335K | Sell |
1,005
-2
| -0.2% | -$693 | 0.09% | 94 |
|
|
2024
Q1 | $369K | Sell |
1,007
-21
| -2% | -$6.71K | 0.1% | 78 |
|
|
2023
Q4 | $304K | Hold |
1,028
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $281K | Sell |
1,028
-210
| -17% | -$57K | 0.09% | 83 |
|
|
2023
Q2 | $305K | Sell |
1,238
-3
| -0.2% | -$669 | 0.09% | 81 |
|
|
2023
Q1 | $284K | Buy |
1,241
+207
| +20% | +$50K | 0.09% | 79 |
|
|
2022
Q4 | $248K | Buy |
+1,034
| New | +$225K | 0.08% | 92 |
|
|
2020
Q1 | – | Sell |
-4,572
| Closed | -$424K | – | 114 |
|
|
2019
Q4 | $424K | Buy |
4,572
+1,844
| +68% | +$257K | 0.18% | 75 |
|
|
2019
Q3 | $345K | Sell |
2,728
-726
| -21% | -$92.2K | 0.11% | 88 |
|
|
2019
Q2 | $471K | Sell |
3,454
-61
| -2% | -$8.06K | 0.15% | 76 |
|
|
2019
Q1 | $476K | Buy |
3,515
+337
| +11% | +$44.8K | 0.16% | 76 |
|
|
2018
Q4 | $404K | Sell |
3,178
-71
| -2% | -$9.24K | 0.15% | 82 |
|
|
2018
Q3 | $495K | Sell |
3,249
-135
| -4% | -$19.1K | 0.15% | 75 |
|
|
2018
Q2 | $459K | Sell |
3,384
-597
| -15% | -$89.2K | 0.18% | 70 |
|
|
2018
Q1 | $587K | Sell |
3,981
-600
| -13% | -$94.7K | 0.25% | 59 |
|
|
2017
Q4 | $722K | Sell |
4,581
-29
| -0.6% | -$4.02K | 0.29% | 56 |
|
|
2017
Q3 | $575K | Sell |
4,610
-24
| -0.5% | -$2.76K | 0.24% | 60 |
|
|
2017
Q2 | $498K | Sell |
4,634
-110
| -2% | -$11.2K | 0.21% | 65 |
|
|
2017
Q1 | $440K | Buy |
4,744
+172
| +4% | +$16.3K | 0.19% | 68 |
|
|
2016
Q4 | $424K | Sell |
4,572
-477
| -9% | -$43.2K | 0.18% | 75 |
|
|
2016
Q3 | $448K | Sell |
5,049
-15
| -0.3% | -$1.23K | 0.2% | 65 |
|
|
2016
Q2 | $384K | Sell |
5,064
-35
| -0.7% | -$2.62K | 0.18% | 71 |
|
|
2016
Q1 | $390K | Sell |
5,099
-28,343
| -85% | -$1.9M | 0.18% | 69 |
|
|
2015
Q4 | $2.27M | Sell |
33,442
-2,763
| -8% | -$193K | 1.04% | 50 |
|
|
2015
Q3 | $2.37M | Buy |
36,205
+254
| +0.7% | +$19.4K | 1.16% | 46 |
|
|
2015
Q2 | $3.05M | Buy |
35,951
+581
| +2% | +$50K | 1.4% | 39 |
|
|
2015
Q1 | $2.83M | Buy |
35,370
+2,859
| +9% | +$238K | 1.27% | 43 |
|
|
2014
Q4 | $2.98M | Buy |
32,511
+1,261
| +4% | +$123K | 1.3% | 42 |
|
|
2014
Q3 | $3.1M | Sell |
31,250
-200
| -0.6% | -$21.2K | 1.45% | 31 |
|
|
2014
Q2 | $3.42M | Buy |
31,450
+713
| +2% | +$74.8K | 1.61% | 26 |
|
|
2014
Q1 | $3.05M | Sell |
30,737
-44
| -0.1% | -$4.15K | 1.52% | 30 |
|
|
2013
Q4 | $2.79M | Buy |
30,781
+2,379
| +8% | +$203K | 1.38% | 42 |
|
|
2013
Q3 | $2.37M | Buy |
28,402
+143
| +0.5% | +$12.1K | 1.26% | 46 |
|
|
2013
Q2 | $2.33M | Buy |
+28,259
| New | +$2.4M | 1.28% | 47 |
|
Other funds holding CAT
VCM
VPM
Univest Financial's CAT Position: Q1 2026 in Review
Univest Financial reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $63K and leaving 4,046 shares worth $2.87M. The position accounts for 0.16% of the portfolio, ranked #101.
Univest Financial first reported a position in CAT in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.42M in Q2 2014. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Univest Financial held 4,046 shares of Caterpillar worth $2.87M as of Q1 2026.
- Univest Financial sold 91 Caterpillar shares in Q1 2026, an estimated $63K.
- Caterpillar made up 0.16% of Univest Financial's portfolio in Q1 2026, its #101 holding.
- Univest Financial first reported a position in Caterpillar in Q2 2013 and has held it in 41 quarters since.
- Univest Financial's Caterpillar position peaked at $3.42M in Q2 2014.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.