West Paces 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
Q2 | $1.42M | Sell |
1,338
-58
| -4% | -$51K | 0.24% | 49 |
|
|
2026
Q1 | $989K | Sell |
1,396
-75
| -5% | -$51.9K | 0.19% | 59 |
|
|
2025
Q4 | $843K | Buy |
1,471
+54
| +4% | +$30K | 0.16% | 68 |
|
|
2025
Q3 | $676K | Sell |
1,417
-50
| -3% | -$21.3K | 0.13% | 75 |
|
|
2025
Q2 | $570K | Hold |
1,467
| – | – | 0.12% | 83 |
|
|
2025
Q1 | $484K | Hold |
1,467
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $532K | Sell |
1,467
-175
| -11% | -$67.9K | 0.13% | 76 |
|
|
2024
Q3 | $642K | Buy |
1,642
+1,398
| +573% | +$483K | 0.16% | 67 |
|
|
2024
Q2 | $81.3K | Sell |
244
-5
| -2% | -$1.73K | 0.02% | 186 |
|
|
2024
Q1 | $91.2K | Sell |
249
-15
| -6% | -$4.79K | 0.02% | 185 |
|
|
2023
Q4 | $78.1K | Buy |
264
+7
| +3% | +$1.82K | 0.02% | 188 |
|
|
2023
Q3 | $70.2K | Hold |
257
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $63.2K | Hold |
257
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $58.8K | Buy |
257
+39
| +18% | +$9.43K | 0.02% | 211 |
|
|
2022
Q4 | $52.2K | Hold |
218
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $35.8K | Hold |
218
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $39K | Hold |
218
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $48.6K | Sell |
218
-25
| -10% | -$5.24K | 0.02% | 227 |
|
|
2021
Q4 | $50.2K | Buy |
243
+13
| +6% | +$2.62K | 0.02% | 234 |
|
|
2021
Q3 | $44.2K | Hold |
230
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $50.1K | Buy |
230
+12
| +6% | +$2.77K | 0.02% | 200 |
|
|
2021
Q1 | $50.5K | Hold |
218
| – | – | 0.02% | 189 |
|
|
2020
Q4 | $39.7K | Hold |
218
| – | – | 0.02% | 201 |
|
|
2020
Q3 | $32.5K | Hold |
218
| – | – | 0.02% | 204 |
|
|
2020
Q2 | $27.6K | Hold |
218
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $25.3K | Sell |
218
-40
| -16% | -$5.11K | 0.02% | 222 |
|
|
2019
Q4 | $38.1K | Hold |
258
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $32.6K | Hold |
258
| – | – | 0.02% | 212 |
|
|
2019
Q2 | $35.2K | Hold |
258
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $35K | Hold |
258
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $32.8K | Hold |
258
| – | – | 0.03% | 206 |
|
|
2018
Q3 | $39.3K | Hold |
258
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $35K | Hold |
258
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $38K | Hold |
258
| – | – | 0.03% | 187 |
|
|
2017
Q4 | $40.7K | Hold |
258
| – | – | 0.03% | 196 |
|
|
2017
Q3 | $32.2K | Sell |
258
-45
| -15% | -$5.18K | 0.02% | 215 |
|
|
2017
Q2 | $32.6K | Hold |
303
| – | – | 0.03% | 213 |
|
|
2017
Q1 | $28.1K | Hold |
303
| – | – | 0.02% | 224 |
|
|
2016
Q4 | $28.1K | Buy |
+303
| New | +$27.5K | 0.03% | 228 |
|
Other funds holding CAT
ECSS
MG
SMDAM
West Paces Advisors's CAT Position: Q2 2026 in Review
West Paces Advisors reduced its Caterpillar (CAT) stake by 4.2% in Q2 2026, selling an estimated $51K and leaving 1,338 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #49.
West Paces Advisors first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- West Paces Advisors held 1,338 shares of Caterpillar worth $1.42M as of Q2 2026.
- West Paces Advisors sold 58 Caterpillar shares in Q2 2026, an estimated $51K.
- Caterpillar made up 0.24% of West Paces Advisors's portfolio in Q2 2026, its #49 holding.
- West Paces Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.