Vanguard Capital Wealth 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
Q1 | $2.51M | Sell |
3,541
-40
| -1% | -$27.7K | 2.32% | 9 |
|
|
2025
Q4 | $2.05M | Buy |
3,581
+3
| +0.1% | +$1.67K | 1.64% | 14 |
|
|
2025
Q3 | $1.71M | Buy |
3,578
+3
| +0.1% | +$1.28K | 1.37% | 16 |
|
|
2025
Q2 | $1.39M | Buy |
3,575
+27
| +0.8% | +$9K | 1.38% | 14 |
|
|
2025
Q1 | $1.17M | Buy |
3,548
+78
| +2% | +$27.8K | 1.43% | 12 |
|
|
2024
Q4 | $1.26M | Buy |
3,470
+4
| +0.1% | +$1.55K | 1.37% | 13 |
|
|
2024
Q3 | $1.36M | Buy |
3,466
+28
| +0.8% | +$9.67K | 1.43% | 12 |
|
|
2024
Q2 | $1.15M | Buy |
3,438
+4
| +0.1% | +$1.39K | 0.77% | 24 |
|
|
2024
Q1 | $1.26M | Buy |
3,434
+213
| +7% | +$68.1K | 0.89% | 24 |
|
|
2023
Q4 | $952K | Buy |
3,221
+95
| +3% | +$24.6K | 0.77% | 23 |
|
|
2023
Q3 | $853K | Buy |
3,126
+4
| +0.1% | +$1.08K | 0.79% | 25 |
|
|
2023
Q2 | $768K | Buy |
3,122
+5
| +0.2% | +$1.11K | 0.7% | 33 |
|
|
2023
Q1 | $713K | Buy |
3,117
+4
| +0.1% | +$967 | 0.71% | 36 |
|
|
2022
Q4 | $746K | Buy |
3,113
+5
| +0.2% | +$1.09K | 0.86% | 30 |
|
|
2022
Q3 | $510K | Buy |
3,108
+5
| +0.2% | +$913 | 0.62% | 44 |
|
|
2022
Q2 | $554K | Sell |
3,103
-245
| -7% | -$51.6K | 0.63% | 42 |
|
|
2022
Q1 | $746K | Buy |
3,348
+5
| +0.1% | +$1.05K | 0.53% | 45 |
|
|
2021
Q4 | $691K | Buy |
3,343
+44
| +1% | +$8.86K | 0.5% | 50 |
|
|
2021
Q3 | $633 | Sell |
3,299
-196
| -6% | -$40.8K | 0.42% | 60 |
|
|
2021
Q2 | $760K | Buy |
3,495
+204
| +6% | +$47.1K | 0.58% | 47 |
|
|
2021
Q1 | $758K | Buy |
3,291
+4
| +0.1% | +$828 | 0.65% | 40 |
|
|
2020
Q4 | $591K | Buy |
+3,287
| New | +$557K | 0.54% | 46 |
|
|
2020
Q2 | $409K | Buy |
+3,237
| New | +$384K | 0.48% | 56 |
|
|
2019
Q4 | $454K | Buy |
3,075
+4
| +0.1% | +$558 | 0.47% | 62 |
|
|
2019
Q3 | $387K | Sell |
3,071
-193
| -6% | -$24.5K | 0.45% | 71 |
|
|
2019
Q2 | $444K | Buy |
3,264
+139
| +4% | +$18.4K | 0.54% | 59 |
|
|
2019
Q1 | $423K | Sell |
3,125
-197
| -6% | -$26.2K | 0.53% | 58 |
|
|
2018
Q4 | $422K | Sell |
3,322
-31
| -0.9% | -$4.03K | 0.63% | 50 |
|
|
2018
Q3 | $511K | Sell |
3,353
-17
| -0.5% | -$2.4K | 0.58% | 52 |
|
|
2018
Q2 | $457K | Buy |
+3,370
| New | +$504K | 0.61% | 60 |
|
|
2018
Q1 | – | Sell |
-3,475
| Closed | -$548K | – | 113 |
|
|
2017
Q4 | $548K | Buy |
+3,475
| New | +$482K | 0.69% | 45 |
|
Other funds holding CAT
VCM
VPM
Vanguard Capital Wealth Advisors's CAT Position: Q1 2026 in Review
Vanguard Capital Wealth Advisors reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $27.7K and leaving 3,541 shares worth $2.51M. The position accounts for 2.32% of the portfolio, ranked #9.
Vanguard Capital Wealth Advisors first reported a position in CAT in Q4 2017 and has held it in 31 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Vanguard Capital Wealth Advisors held 3,541 shares of Caterpillar worth $2.51M as of Q1 2026.
- Vanguard Capital Wealth Advisors sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
- Caterpillar made up 2.32% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #9 holding.
- Vanguard Capital Wealth Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 31 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.