Aldebaran Financial’s Caterpillar CAT Stock Holding History

Aldebaran Financial’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	$558K	Buy	788 +30	+4%	+$20.8K	0.53%	45
2025 Q4	$438K	Sell	758 -135	-15%	-$75K	0.41%	49
2025 Q3	$426K	Buy	893 +237	+36%	+$101K	0.43%	49
2025 Q2	$255K	Hold	656	–	–	0.28%	67
2025 Q1	$216K	Buy	656 +11	+2%	+$3.92K	0.26%	69
2024 Q4	$234K	Sell	645 -12	-2%	-$4.65K	0.27%	69
2024 Q3	$257K	Hold	657	–	–	0.3%	62
2024 Q2	$219K	Buy	657 +82	+14%	+$28.4K	0.29%	61
2024 Q1	$211K	Buy	+575	New	+$184K	0.3%	61
2019 Q2	–	Sell	-4,500	Closed	-$610K	–	93
2019 Q1	$610K	Hold	4,500	–	–	0.43%	69
2018 Q4	$572K	Hold	4,500	–	–	0.44%	68
2018 Q3	$686K	Hold	4,500	–	–	0.45%	69
2018 Q2	$611K	Hold	4,500	–	–	0.42%	70
2018 Q1	$663K	Hold	4,500	–	–	0.44%	67
2017 Q4	$709K	Hold	4,500	–	–	0.47%	62
2017 Q3	$561K	Hold	4,500	–	–	0.39%	66
2017 Q2	$484K	Buy	+4,500	New	+$457K	0.35%	70

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

Aldebaran Financial's CAT Position: Q1 2026 in Review

Aldebaran Financial increased its Caterpillar (CAT) stake by 4% in Q1 2026, buying an estimated $20.8K and bringing the position to 788 shares worth $558K. The position accounts for 0.53% of the portfolio, ranked #45.

Aldebaran Financial first reported a position in CAT in Q2 2017 and has held it in 17 quarters since. The position peaked at $709K in Q4 2017. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Aldebaran Financial held 788 shares of Caterpillar worth $558K as of Q1 2026.
Aldebaran Financial bought 30 Caterpillar shares in Q1 2026, an estimated $20.8K.
Caterpillar made up 0.53% of Aldebaran Financial's portfolio in Q1 2026, its #45 holding.
Aldebaran Financial first reported a position in Caterpillar in Q2 2017 and has held it in 17 quarters since.
Aldebaran Financial's Caterpillar position peaked at $709K in Q4 2017.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.