ACC
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Acorn Creek Capital’s Caterpillar CAT Stock Holding History

Acorn Creek Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
555
-14
-2% -$9.7K 0.14% 43
2025
Q4 		$326K Buy
569
+38
+7% +$21.1K 0.12% 47
2025
Q3 		$253K Buy
+531
New +$227K 0.1% 61
2024
Q4 		– Sell
-515
Closed -$201K – 78
2024
Q3 		$201K Buy
+515
New +$178K 0.11% 72

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Creek Capital's CAT Position: Q1 2026 in Review

Acorn Creek Capital reduced its Caterpillar (CAT) stake by 2.5% in Q1 2026, selling an estimated $9.7K and leaving 555 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #43.

Acorn Creek Capital first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Acorn Creek Capital held 555 shares of Caterpillar worth $393K as of Q1 2026.
  • Acorn Creek Capital sold 14 Caterpillar shares in Q1 2026, an estimated $9.7K.
  • Caterpillar made up 0.14% of Acorn Creek Capital's portfolio in Q1 2026, its #43 holding.
  • Acorn Creek Capital first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Acorn Creek Capital's 13F filing for Q1 2026, filed 12 May 2026.