WESCAP Management Group’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 | $1.13M | Hold |
1,600
| – | – | 0.22% | 62 |
|
|
2025
Q4 | $917K | Hold |
1,600
| – | – | 0.19% | 67 |
|
|
2025
Q3 | $763K | Hold |
1,600
| – | – | 0.16% | 73 |
|
|
2025
Q2 | $621K | Hold |
1,600
| – | – | 0.14% | 73 |
|
|
2025
Q1 | $528K | Sell |
1,600
-1,100
| -41% | -$392K | 0.13% | 75 |
|
|
2024
Q4 | $979K | Buy |
2,700
+1,100
| +69% | +$427K | 0.24% | 63 |
|
|
2024
Q3 | $626K | Hold |
1,600
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $533K | Hold |
1,600
| – | – | 0.15% | 69 |
|
|
2024
Q1 | $586K | Hold |
1,600
| – | – | 0.17% | 67 |
|
|
2023
Q4 | $473K | Hold |
1,600
| – | – | 0.15% | 71 |
|
|
2023
Q3 | $437K | Hold |
1,600
| – | – | 0.16% | 72 |
|
|
2023
Q2 | $394K | Hold |
1,600
| – | – | 0.14% | 73 |
|
|
2023
Q1 | $366K | Hold |
1,600
| – | – | 0.13% | 77 |
|
|
2022
Q4 | $383K | Hold |
1,600
| – | – | 0.13% | 77 |
|
|
2022
Q3 | $262K | Hold |
1,600
| – | – | 0.1% | 83 |
|
|
2022
Q2 | $286K | Hold |
1,600
| – | – | 0.1% | 86 |
|
|
2022
Q1 | $356K | Hold |
1,600
| – | – | 0.1% | 82 |
|
|
2021
Q4 | $330K | Hold |
1,600
| – | – | 0.09% | 82 |
|
|
2021
Q3 | $307K | Hold |
1,600
| – | – | 0.09% | 80 |
|
|
2021
Q2 | $348K | Hold |
1,600
| – | – | 0.1% | 73 |
|
|
2021
Q1 | $370K | Hold |
1,600
| – | – | 0.1% | 69 |
|
|
2020
Q4 | $291K | Sell |
1,600
-1,000
| -38% | -$170K | 0.09% | 74 |
|
|
2020
Q3 | $387K | Hold |
2,600
| – | – | 0.13% | 68 |
|
|
2020
Q2 | $328K | Hold |
2,600
| – | – | 0.12% | 73 |
|
|
2020
Q1 | $301K | Sell |
2,600
-400
| -13% | -$51.1K | 0.13% | 72 |
|
|
2019
Q4 | $443K | Hold |
3,000
| – | – | 0.17% | 57 |
|
|
2019
Q3 | $378K | Hold |
3,000
| – | – | 0.16% | 60 |
|
|
2019
Q2 | $408K | Hold |
3,000
| – | – | 0.17% | 64 |
|
|
2019
Q1 | $406K | Sell |
3,000
-600
| -17% | -$79.7K | 0.17% | 64 |
|
|
2018
Q4 | $457K | Hold |
3,600
| – | – | 0.22% | 61 |
|
|
2018
Q3 | $548K | Hold |
3,600
| – | – | 0.28% | 52 |
|
|
2018
Q2 | $488K | Hold |
3,600
| – | – | 0.24% | 55 |
|
|
2018
Q1 | $530K | Hold |
3,600
| – | – | 0.21% | 58 |
|
|
2017
Q4 | $567K | Buy |
+3,600
| New | +$499K | 0.22% | 59 |
|
Other funds holding CAT
VCM
VPM
WESCAP Management Group's CAT Position: Q1 2026 in Review
WESCAP Management Group held its Caterpillar (CAT) position steady in Q1 2026 at 1,600 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #62.
WESCAP Management Group first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- WESCAP Management Group held 1,600 shares of Caterpillar worth $1.13M as of Q1 2026.
- WESCAP Management Group left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up 0.22% of WESCAP Management Group's portfolio in Q1 2026, its #62 holding.
- WESCAP Management Group first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.