Wealth Quarterback’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
$1.22M Buy
1,717
+2
+0.1% +$1.39K 0.48% 43
2025
Q4
$982K Buy
1,715
+7
+0.4% +$3.89K 0.35% 50
2025
Q3
$815K Buy
1,708
+3
+0.2% +$1.28K 0.32% 64
2025
Q2
$662K Sell
1,705
-53
-3% -$17.7K 0.31% 69
2025
Q1
$580K Sell
1,758
-1,220
-41% -$435K 0.33% 71
2024
Q4
$1.08M Buy
2,978
+18
+0.6% +$6.98K 0.51% 40
2024
Q3
$1.16M Sell
2,960
-229
-7% -$79.1K 0.6% 36
2024
Q2
$1.06M Sell
3,189
-193
-6% -$66.9K 0.6% 32
2024
Q1
$1.24M Sell
3,382
-136
-4% -$43.5K 0.69% 26
2023
Q4
$1.04M Buy
3,518
+1,637
+87% +$425K 0.64% 26
2023
Q3
$514K Sell
1,881
-20
-1% -$5.43K 0.44% 62
2023
Q2
$468K Buy
1,901
+15
+0.8% +$3.34K 0.32% 70
2023
Q1
$431K Sell
1,886
-118
-6% -$28.5K 0.37% 68
2022
Q4
$480K Buy
2,004
+329
+20% +$71.6K 0.4% 59
2022
Q3
$275K Buy
1,675
+46
+3% +$8.4K 0.29% 77
2022
Q2
$291K Buy
+1,629
New +$343K 0.23% 82
2021
Q3
$307K Buy
1,597
+7
+0.4% +$1.46K 0.2% 83
2021
Q2
$347K Buy
+1,590
New +$367K 0.21% 80
2020
Q4
$300K Sell
1,646
-199
-11% -$33.7K 0.25% 85
2020
Q3
$233K Hold
1,845
0.21% 99
2020
Q2
$233K Sell
1,845
-561
-23% -$66.5K 0.21% 99
2020
Q1
$251K Sell
2,406
-12,792
-84% -$1.63M 0.23% 86
2019
Q4
$349K Buy
+15,198
New +$2.12M 0.3% 75

Other funds holding CAT

Wealth Quarterback's CAT Position: Q1 2026 in Review

Wealth Quarterback increased its Caterpillar (CAT) stake by 0.12% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,717 shares worth $1.22M. The position accounts for 0.48% of the portfolio, ranked #43.

Wealth Quarterback first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Quarterback held 1,717 shares of Caterpillar worth $1.22M as of Q1 2026.
  • Wealth Quarterback bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up 0.48% of Wealth Quarterback's portfolio in Q1 2026, its #43 holding.
  • Wealth Quarterback first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Caterpillar position peaked at $1.24M in Q1 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.