AIMZ Investment Advisors’s Caterpillar CAT Stock Holding History

AIMZ Investment Advisors’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	$277K	Hold	392	–	–	0.09%	125
2025 Q4	$224K	Buy	+392	New	+$218K	0.06%	132

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIMZ Investment Advisors's CAT Position: Q1 2026 in Review

AIMZ Investment Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 392 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #125.

AIMZ Investment Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

AIMZ Investment Advisors held 392 shares of Caterpillar worth $277K as of Q1 2026.
AIMZ Investment Advisors left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.09% of AIMZ Investment Advisors's portfolio in Q1 2026, its #125 holding.
AIMZ Investment Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.