White Lighthouse Investment Management’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 | $1.74M | Sell |
2,449
-22
| -0.9% | -$15.2K | 0.24% | 54 |
|
|
2025
Q4 | $1.42M | Hold |
2,471
| – | – | 0.2% | 65 |
|
|
2025
Q3 | $1.18M | Sell |
2,471
-70
| -3% | -$29.9K | 0.18% | 65 |
|
|
2025
Q2 | $986K | Sell |
2,541
-500
| -16% | -$167K | 0.16% | 70 |
|
|
2025
Q1 | $1M | Buy |
3,041
+490
| +19% | +$175K | 0.18% | 69 |
|
|
2024
Q4 | $925K | Sell |
2,551
-20
| -0.8% | -$7.76K | 0.16% | 68 |
|
|
2024
Q3 | $1.01M | Hold |
2,571
| – | – | 0.18% | 67 |
|
|
2024
Q2 | $856K | Hold |
2,571
| – | – | 0.17% | 69 |
|
|
2024
Q1 | $942K | Hold |
2,571
| – | – | 0.19% | 66 |
|
|
2023
Q4 | $760K | Hold |
2,571
| – | – | 0.17% | 72 |
|
|
2023
Q3 | $702K | Hold |
2,571
| – | – | 0.17% | 73 |
|
|
2023
Q2 | $633K | Sell |
2,571
-1,500
| -37% | -$334K | 0.15% | 75 |
|
|
2023
Q1 | $932K | Buy |
4,071
+500
| +14% | +$121K | 0.23% | 63 |
|
|
2022
Q4 | $855K | Hold |
3,571
| – | – | 0.23% | 65 |
|
|
2022
Q3 | $586K | Hold |
3,571
| – | – | 0.17% | 70 |
|
|
2022
Q2 | $638K | Sell |
3,571
-3
| -0.1% | -$632 | 0.18% | 69 |
|
|
2022
Q1 | $796K | Hold |
3,574
| – | – | 0.2% | 66 |
|
|
2021
Q4 | $739K | Buy |
3,574
+3
| +0.1% | +$604 | 0.18% | 67 |
|
|
2021
Q3 | $686K | Hold |
3,571
| – | – | 0.18% | 69 |
|
|
2021
Q2 | $777K | Sell |
3,571
-29
| -0.8% | -$6.7K | 0.21% | 66 |
|
|
2021
Q1 | $835K | Sell |
3,600
-100
| -3% | -$20.7K | 0.26% | 62 |
|
|
2020
Q4 | $673K | Hold |
3,700
| – | – | 0.21% | 68 |
|
|
2020
Q3 | $552K | Hold |
3,700
| – | – | 0.19% | 71 |
|
|
2020
Q2 | $468K | Hold |
3,700
| – | – | 0.17% | 79 |
|
|
2020
Q1 | $429K | Hold |
3,700
| – | – | 0.18% | 81 |
|
|
2019
Q4 | $546K | Hold |
3,700
| – | – | 0.2% | 76 |
|
|
2019
Q3 | $467K | Hold |
3,700
| – | – | 0.19% | 80 |
|
|
2019
Q2 | $504K | Hold |
3,700
| – | – | 0.21% | 79 |
|
|
2019
Q1 | $501K | Hold |
3,700
| – | – | 0.23% | 74 |
|
|
2018
Q4 | $470K | Hold |
3,700
| – | – | 0.26% | 73 |
|
|
2018
Q3 | $564K | Hold |
3,700
| – | – | 0.29% | 68 |
|
|
2018
Q2 | $502K | Hold |
3,700
| – | – | 0.28% | 67 |
|
|
2018
Q1 | $545K | Sell |
3,700
-1,000
| -21% | -$158K | 0.31% | 70 |
|
|
2017
Q4 | $741K | Buy |
+4,700
| New | +$652K | 0.43% | 56 |
|
Other funds holding CAT
VCM
VPM
White Lighthouse Investment Management's CAT Position: Q1 2026 in Review
White Lighthouse Investment Management reduced its Caterpillar (CAT) stake by 0.89% in Q1 2026, selling an estimated $15.2K and leaving 2,449 shares worth $1.74M. The position accounts for 0.24% of the portfolio, ranked #54.
White Lighthouse Investment Management first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- White Lighthouse Investment Management held 2,449 shares of Caterpillar worth $1.74M as of Q1 2026.
- White Lighthouse Investment Management sold 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
- Caterpillar made up 0.24% of White Lighthouse Investment Management's portfolio in Q1 2026, its #54 holding.
- White Lighthouse Investment Management first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.