AIS
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American Investment Services’s Caterpillar CAT Stock Holding History

American Investment Services’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 		– Sell
-1,043
Closed -$598K – 133
2025
Q4 		$598K Buy
1,043
+615
+144% +$342K 0.14% 87
2025
Q3 		$204K Buy
+428
New +$183K 0.05% 133
2019
Q1 		– Sell
-1,627
Closed -$207K – 129
2018
Q4 		$207K Sell
1,627
-821
-34% -$107K 0.07% 112
2018
Q3 		$373K Sell
2,448
-1,626
-40% -$230K 0.13% 90
2018
Q2 		$553K Sell
4,074
-3,964
-49% -$592K 0.19% 70
2018
Q1 		$1.19M Sell
8,038
-47,008
-85% -$7.42M 0.42% 35
2017
Q4 		$8.67M Sell
55,046
-36,061
-40% -$5M 3.17% 8
2017
Q3 		$11.4M Sell
91,107
-45,653
-33% -$5.26M 4.35% 7
2017
Q2 		$14.7M Sell
136,760
-40,908
-23% -$4.16M 5.82% 5
2017
Q1 		$16.5M Sell
177,668
-38,067
-18% -$3.6M 6.7% 5
2016
Q4 		$20M Sell
215,735
-16,831
-7% -$1.53M 8.34% 4
2016
Q3 		$20.6M Buy
232,566
+57,609
+33% +$4.71M 8.59% 4
2016
Q2 		$13.3M Buy
174,957
+33,335
+24% +$2.5M 5.74% 5
2016
Q1 		$10.8M Buy
141,622
+49,646
+54% +$3.33M 5.31% 5
2015
Q4 		$6.25M Buy
91,976
+36,926
+67% +$2.58M 3.4% 8
2015
Q3 		$3.6M Buy
55,050
+40,447
+277% +$3.09M 2% 11
2015
Q2 		$1.24M Buy
+14,603
New +$1.26M 0.66% 22

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

American Investment Services's CAT Position: Q1 2026 in Review

American Investment Services sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,043 shares — an estimated $598K sold.

American Investment Services first reported a position in CAT in Q2 2015 and held it in 17 quarters. The position peaked at $20.6M in Q3 2016. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • American Investment Services reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • American Investment Services sold 1,043 Caterpillar shares in Q1 2026, an estimated $598K.
  • American Investment Services first reported a position in Caterpillar in Q2 2015 and held it in 17 quarters.
  • American Investment Services's Caterpillar position peaked at $20.6M in Q3 2016.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.