AT
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American Trust’s Caterpillar CAT Stock Holding History

American Trust’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 		$344K Buy
486
+33
+7% +$22.9K 0.03% 205
2025
Q4 		$260K Sell
453
-87
-16% -$48.4K 0.02% 261
2025
Q3 		$258K Sell
540
-280
-34% -$120K 0.02% 267
2025
Q2 		$318K Buy
+820
New +$273K 0.03% 214
2025
Q1 		– Sell
-784
Closed -$284K – 149
2024
Q4 		$284K Sell
784
-60
-7% -$23.3K 0.02% 236
2024
Q3 		$330K Sell
844
-22
-3% -$7.6K 0.03% 173
2024
Q2 		$288K Sell
866
-14
-2% -$4.85K 0.02% 173
2024
Q1 		$322K Sell
880
-1,100
-56% -$352K 0.03% 190
2023
Q4 		$585K Sell
1,980
-170
-8% -$44.1K 0.04% 128
2023
Q3 		$587K Sell
2,150
-930
-30% -$252K 0.05% 130
2023
Q2 		$758K Buy
3,080
+540
+21% +$120K 0.05% 167
2023
Q1 		$581K Sell
2,540
-847
-25% -$205K 0.04% 190
2022
Q4 		$811K Buy
3,387
+1,520
+81% +$331K 0.08% 149
2022
Q3 		$307K Buy
+1,867
New +$341K 0.03% 292

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 Trust's CAT Position: Q1 2026 in Review

American Trust increased its Caterpillar (CAT) stake by 7.3% in Q1 2026, buying an estimated $22.9K and bringing the position to 486 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #205.

American Trust first reported a position in CAT in Q3 2022 and has held it in 14 quarters since. The position peaked at $811K in Q4 2022. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • American Trust held 486 shares of Caterpillar worth $344K as of Q1 2026.
  • American Trust bought 33 Caterpillar shares in Q1 2026, an estimated $22.9K.
  • Caterpillar made up 0.03% of American Trust's portfolio in Q1 2026, its #205 holding.
  • American Trust first reported a position in Caterpillar in Q3 2022 and has held it in 14 quarters since.
  • American Trust's Caterpillar position peaked at $811K in Q4 2022.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.