Anchor Capital Advisors’s Caterpillar CAT Stock Holding History

Anchor Capital 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	$653K	Hold	922	–	–	0.02%	188
2025 Q4	$528K	Hold	922	–	–	0.02%	206
2025 Q3	$440K	Hold	922	–	–	0.01%	213
2025 Q2	$358K	Hold	922	–	–	0.01%	217
2025 Q1	$304K	Sell	922 -205	-18%	-$73K	0.01%	222
2024 Q4	$409K	Hold	1,127	–	–	0.01%	215
2024 Q3	$441K	Hold	1,127	–	–	0.01%	205
2024 Q2	$375K	Hold	1,127	–	–	0.01%	211
2024 Q1	$413K	Hold	1,127	–	–	0.01%	210
2023 Q4	$333K	Buy	1,127 +222	+25%	+$57.6K	0.01%	218
2023 Q3	$247K	Hold	905	–	–	0.01%	250
2023 Q2	$223K	Sell	905 -175	-16%	-$39K	0.01%	259
2023 Q1	$247K	Hold	1,080	–	–	0.01%	248
2022 Q4	$259K	Buy	+1,080	New	+$235K	0.01%	249
2022 Q2	–	Sell	-1,080	Closed	-$241K	–	271
2022 Q1	$241K	Hold	1,080	–	–	0.01%	263
2021 Q4	$223K	Hold	1,080	–	–	﹤0.01%	258
2021 Q3	$207K	Sell	1,080 -150	-12%	-$31.2K	﹤0.01%	256
2021 Q2	$268K	Hold	1,230	–	–	0.01%	248
2021 Q1	$285K	Hold	1,230	–	–	0.01%	248
2020 Q4	$224K	Buy	+1,230	New	+$209K	0.01%	247
2020 Q1	–	Sell	-1,460	Closed	-$216K	–	246
2019 Q4	$216K	Buy	+1,460	New	+$204K	﹤0.01%	248
2019 Q3	–	Sell	-1,630	Closed	-$222K	–	252
2019 Q2	$222K	Sell	1,630 -50	-3%	-$6.61K	0.01%	240
2019 Q1	$228	Sell	1,680 -150	-8%	-$19.9K	﹤0.01%	239
2018 Q4	$233K	Hold	1,830	–	–	0.01%	250
2018 Q3	$279K	Hold	1,830	–	–	0.01%	248
2018 Q2	$248K	Hold	1,830	–	–	0.01%	264
2018 Q1	$270K	Sell	1,830 -150	-8%	-$23.7K	0.01%	281
2017 Q4	$312K	Hold	1,980	–	–	0.01%	236
2017 Q3	$247K	Sell	1,980 -25	-1%	-$2.88K	0.01%	244
2017 Q2	$215K	Buy	+2,005	New	+$204K	0.01%	260
2016 Q3	–	Sell	-29,880	Closed	-$2.27M	–	281
2016 Q2	$2.27M	Sell	29,880 -20,400	-41%	-$1.53M	0.06%	123
2016 Q1	$3.85M	Sell	50,280 -200	-0.4%	-$13.4K	0.09%	119
2015 Q4	$3.43M	Buy	50,480 +37,500	+289%	+$2.62M	0.09%	128
2015 Q3	$848K	Buy	12,980 +10,000	+336%	+$765K	0.02%	190
2015 Q2	$253K	Hold	2,980	–	–	0.01%	264
2015 Q1	$238K	Hold	2,980	–	–	0.01%	281
2014 Q4	$273K	Hold	2,980	–	–	0.01%	282
2014 Q3	$295K	Hold	2,980	–	–	0.01%	280
2014 Q2	$324K	Hold	2,980	–	–	0.01%	276
2014 Q1	$296K	Hold	2,980	–	–	0.01%	277
2013 Q4	$271K	Sell	2,980 -1,500	-33%	-$128K	0.01%	278
2013 Q3	$374K	Buy	4,480 +2,000	+81%	+$169K	0.01%	253
2013 Q2	$205K	Buy	+2,480	New	+$211K	﹤0.01%	285

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

Anchor Capital Advisors's CAT Position: Q1 2026 in Review

Anchor Capital Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 922 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #188.

Anchor Capital Advisors first reported a position in CAT in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.85M in Q1 2016. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Anchor Capital Advisors held 922 shares of Caterpillar worth $653K as of Q1 2026.
Anchor Capital Advisors left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.02% of Anchor Capital Advisors's portfolio in Q1 2026, its #188 holding.
Anchor Capital Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 43 quarters since.
Anchor Capital Advisors's Caterpillar position peaked at $3.85M in Q1 2016.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.