Ameriprise
CAT icon

Ameriprise’s Caterpillar CAT Stock Holding History

Ameriprise’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 		$691M Sell
974,909
-71,640
-7% -$49.6M 0.16% 133
2025
Q4 		$600M Sell
1,046,549
-149,505
-12% -$83.1M 0.14% 158
2025
Q3 		$571M Sell
1,196,054
-312,363
-21% -$133M 0.13% 160
2025
Q2 		$586M Sell
1,508,417
-117,787
-7% -$39.3M 0.14% 151
2025
Q1 		$536M Sell
1,626,204
-650,325
-29% -$232M 0.14% 153
2024
Q4 		$826M Buy
2,276,529
+158,766
+7% +$61.6M 0.21% 93
2024
Q3 		$828M Buy
2,117,763
+8,946
+0.4% +$3.09M 0.21% 101
2024
Q2 		$702M Buy
2,108,817
+198,123
+10% +$68.7M 0.19% 111
2024
Q1 		$700M Sell
1,910,694
-52,910
-3% -$16.9M 0.19% 109
2023
Q4 		$580M Sell
1,963,604
-109,173
-5% -$28.3M 0.17% 127
2023
Q3 		$566M Sell
2,072,777
-76,145
-4% -$20.7M 0.19% 115
2023
Q2 		$529M Buy
2,148,922
+559,329
+35% +$125M 0.17% 130
2023
Q1 		$364M Buy
1,589,593
+73,565
+5% +$17.8M 0.12% 186
2022
Q4 		$363M Sell
1,516,028
-27,388
-2% -$5.96M 0.12% 180
2022
Q3 		$253M Sell
1,543,416
-423,891
-22% -$77.4M 0.09% 229
2022
Q2 		$351M Sell
1,967,307
-324,428
-14% -$68.4M 0.12% 181
2022
Q1 		$508M Sell
2,291,735
-82,699
-3% -$17.3M 0.15% 148
2021
Q4 		$487M Buy
2,374,434
+656,988
+38% +$132M 0.13% 159
2021
Q3 		$330M Buy
1,717,446
+171,074
+11% +$35.6M 0.11% 207
2021
Q2 		$336M Sell
1,546,372
-318,576
-17% -$73.6M 0.1% 203
2021
Q1 		$432M Sell
1,864,948
-274,878
-13% -$56.9M 0.14% 152
2020
Q4 		$389M Sell
2,139,826
-397,292
-16% -$67.4M 0.14% 158
2020
Q3 		$378M Buy
2,537,118
+78,278
+3% +$11M 0.15% 143
2020
Q2 		$311M Buy
2,458,840
+496,385
+25% +$58.9M 0.13% 161
2020
Q1 		$227M Sell
1,962,455
-1,125,796
-36% -$144M 0.12% 179
2019
Q4 		$456M Buy
3,088,251
+1,288,945
+72% +$180M 0.19% 111
2019
Q3 		$227M Buy
1,799,306
+58,068
+3% +$7.38M 0.1% 213
2019
Q2 		$237M Buy
1,741,238
+11,451
+0.7% +$1.51M 0.11% 204
2019
Q1 		$234M Sell
1,729,787
-463,176
-21% -$61.5M 0.11% 205
2018
Q4 		$279M Sell
2,192,963
-557,165
-20% -$72.5M 0.14% 165
2018
Q3 		$427M Buy
2,750,128
+1,991,380
+262% +$282M 0.15% 151
2018
Q2 		$103M Buy
758,748
+309,926
+69% +$46.3M 0.05% 404
2018
Q1 		$66.2M Sell
448,822
-1,143,716
-72% -$181M 0.03% 521
2017
Q4 		$251M Buy
1,592,538
+40,272
+3% +$5.59M 0.11% 190
2017
Q3 		$194M Buy
1,552,266
+311,596
+25% +$35.9M 0.09% 238
2017
Q2 		$133M Buy
1,240,670
+498,343
+67% +$50.6M 0.07% 299
2017
Q1 		$68.9M Buy
742,327
+373,797
+101% +$35.4M 0.04% 449
2016
Q4 		$34.2M Sell
368,530
-70,239
-16% -$6.37M 0.02% 679
2016
Q3 		$38.9M Sell
438,769
-35,767
-8% -$2.93M 0.02% 608
2016
Q2 		$36M Buy
474,536
+4,009
+0.9% +$300K 0.02% 616
2016
Q1 		$36M Buy
470,527
+3,546
+0.8% +$238K 0.02% 607
2015
Q4 		$31.7M Buy
466,981
+91,739
+24% +$6.41M 0.02% 662
2015
Q3 		$24.5M Buy
375,242
+2,145
+0.6% +$164K 0.02% 807
2015
Q2 		$31.6M Sell
373,097
-513,964
-58% -$44.2M 0.02% 736
2015
Q1 		$71M Sell
887,061
-213,244
-19% -$17.7M 0.04% 416
2014
Q4 		$101M Sell
1,100,305
-262,761
-19% -$25.6M 0.06% 317
2014
Q3 		$135M Sell
1,363,066
-1,460,592
-52% -$155M 0.08% 259
2014
Q2 		$307M Buy
2,823,658
+1,315,143
+87% +$138M 0.18% 133
2014
Q1 		$150M Buy
1,508,515
+685,086
+83% +$64.6M 0.09% 228
2013
Q4 		$74.8M Sell
823,429
-141,987
-15% -$12.1M 0.05% 388
2013
Q3 		$80.5M Sell
965,416
-548,589
-36% -$46.4M 0.05% 374
2013
Q2 		$125M Buy
+1,514,005
New +$129M 0.09% 259

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

Ameriprise's CAT Position: Q1 2026 in Review

Ameriprise reduced its Caterpillar (CAT) stake by 6.8% in Q1 2026, selling an estimated $49.6M and leaving 974,909 shares worth $691M. The position accounts for 0.16% of the portfolio, ranked #133.

Ameriprise first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $828M in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ameriprise held 974,909 shares of Caterpillar worth $691M as of Q1 2026.
  • Ameriprise sold 71,640 Caterpillar shares in Q1 2026, an estimated $49.6M.
  • Caterpillar made up 0.16% of Ameriprise's portfolio in Q1 2026, its #133 holding.
  • Ameriprise first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Caterpillar position peaked at $828M in Q3 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.