Zacks 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 | $296M | Sell |
418,264
-3,650
| -0.9% | -$2.53M | 2.38% | 5 |
|
|
2025
Q4 | $242M | Sell |
421,914
-268
| -0.1% | -$149K | 1.9% | 9 |
|
|
2025
Q3 | $201M | Sell |
422,182
-1,889
| -0.4% | -$806K | 1.6% | 11 |
|
|
2025
Q2 | $165M | Buy |
424,071
+2,932
| +0.7% | +$977K | 1.41% | 12 |
|
|
2025
Q1 | $139M | Buy |
421,139
+4,813
| +1% | +$1.71M | 1.3% | 14 |
|
|
2024
Q4 | $151M | Sell |
416,326
-32,752
| -7% | -$12.7M | 1.4% | 12 |
|
|
2024
Q3 | $176M | Buy |
449,078
+9,269
| +2% | +$3.2M | 1.52% | 11 |
|
|
2024
Q2 | $147M | Sell |
439,809
-81,229
| -16% | -$28.2M | 1.65% | 11 |
|
|
2024
Q1 | $191M | Buy |
521,038
+20,148
| +4% | +$6.44M | 2.04% | 5 |
|
|
2023
Q4 | $148M | Sell |
500,890
-21,568
| -4% | -$5.59M | 1.82% | 8 |
|
|
2023
Q3 | $143M | Buy |
522,458
+3,042
| +0.6% | +$825K | 1.85% | 11 |
|
|
2023
Q2 | $128M | Buy |
519,416
+9,735
| +2% | +$2.17M | 1.6% | 12 |
|
|
2023
Q1 | $117M | Buy |
509,681
+15,891
| +3% | +$3.84M | 1.56% | 13 |
|
|
2022
Q4 | $118M | Buy |
493,790
+38,185
| +8% | +$8.31M | 1.65% | 14 |
|
|
2022
Q3 | $74.8M | Buy |
455,605
+6,980
| +2% | +$1.28M | 1.19% | 22 |
|
|
2022
Q2 | $80.2M | Buy |
448,625
+26,242
| +6% | +$5.53M | 1.22% | 19 |
|
|
2022
Q1 | $94.1M | Buy |
422,383
+22,967
| +6% | +$4.82M | 1.31% | 19 |
|
|
2021
Q4 | $82.6M | Buy |
399,416
+6,288
| +2% | +$1.27M | 1.16% | 19 |
|
|
2021
Q3 | $75.5M | Buy |
393,128
+11,105
| +3% | +$2.31M | 1.19% | 18 |
|
|
2021
Q2 | $83.1M | Buy |
382,023
+17,799
| +5% | +$4.11M | 1.35% | 14 |
|
|
2021
Q1 | $84.5M | Sell |
364,224
-34,071
| -9% | -$7.05M | 1.5% | 8 |
|
|
2020
Q4 | $72.5M | Sell |
398,295
-9,543
| -2% | -$1.62M | 1.34% | 14 |
|
|
2020
Q3 | $60.8M | Buy |
407,838
+14,669
| +4% | +$2.06M | 1.23% | 18 |
|
|
2020
Q2 | $49.7M | Sell |
393,169
-13,134
| -3% | -$1.56M | 1.09% | 24 |
|
|
2020
Q1 | $47.1M | Sell |
406,303
-505
| -0.1% | -$64.5K | 1.16% | 25 |
|
|
2019
Q4 | $60.1M | Buy |
406,808
+3,932
| +1% | +$549K | 1.13% | 26 |
|
|
2019
Q3 | $50.9M | Buy |
402,876
+316,024
| +364% | +$40.2M | 1.02% | 31 |
|
|
2019
Q2 | $11.8M | Buy |
86,852
+321
| +0.4% | +$42.4K | 0.24% | 94 |
|
|
2019
Q1 | $11.7M | Buy |
86,531
+1,830
| +2% | +$243K | 0.25% | 91 |
|
|
2018
Q4 | $10.8M | Sell |
84,701
-3,144
| -4% | -$409K | 0.26% | 91 |
|
|
2018
Q3 | $13.4M | Sell |
87,845
-118
| -0.1% | -$16.7K | 0.28% | 87 |
|
|
2018
Q2 | $11.9M | Buy |
87,963
+9,918
| +13% | +$1.48M | 0.26% | 88 |
|
|
2018
Q1 | $11.5M | Buy |
78,045
+120
| +0.2% | +$18.9K | 0.26% | 94 |
|
|
2017
Q4 | $12.3M | Buy |
77,925
+1,734
| +2% | +$241K | 0.27% | 88 |
|
|
2017
Q3 | $9.5M | Sell |
76,191
-1,222
| -2% | -$141K | 0.22% | 100 |
|
|
2017
Q2 | $8.32M | Buy |
+77,413
| New | +$7.86M | 0.21% | 104 |
|
|
2015
Q3 | – | Sell |
-7,153
| Closed | -$607K | – | 595 |
|
|
2015
Q2 | $607K | Buy |
7,153
+444
| +7% | +$38.2K | 0.02% | 403 |
|
|
2015
Q1 | $537K | Buy |
+6,709
| New | +$558K | 0.02% | 409 |
|
|
2014
Q3 | – | Sell |
-6,227
| Closed | -$677K | – | 670 |
|
|
2014
Q2 | $677K | Buy |
+6,227
| New | +$654K | 0.02% | 349 |
|
Other funds holding CAT
VCM
VPM
Zacks Investment Management's CAT Position: Q1 2026 in Review
Zacks Investment Management reduced its Caterpillar (CAT) stake by 0.87% in Q1 2026, selling an estimated $2.53M and leaving 418,264 shares worth $296M. The position accounts for 2.38% of the portfolio, ranked #5.
Zacks Investment Management first reported a position in CAT in Q2 2014 and has held it in 39 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Zacks Investment Management held 418,264 shares of Caterpillar worth $296M as of Q1 2026.
- Zacks Investment Management sold 3,650 Caterpillar shares in Q1 2026, an estimated $2.53M.
- Caterpillar made up 2.38% of Zacks Investment Management's portfolio in Q1 2026, its #5 holding.
- Zacks Investment Management first reported a position in Caterpillar in Q2 2014 and has held it in 39 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.