AIM
CAT icon

Anchor Investment Management’s Caterpillar CAT Stock Holding History

Anchor Investment Management’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 		$8.57M Sell
12,099
-336
-3% -$233K 0.72% 33
2025
Q4 		$7.12M Sell
12,435
-698
-5% -$388K 0.58% 39
2025
Q3 		$6.27M Sell
13,133
-53
-0.4% -$22.6K 0.52% 48
2025
Q2 		$5.12M Buy
13,186
+314
+2% +$105K 0.45% 57
2025
Q1 		$4.25M Sell
12,872
-980
-7% -$349K 0.4% 66
2024
Q4 		$5.02M Buy
13,852
+535
+4% +$207K 0.47% 56
2024
Q3 		$5.21M Buy
13,317
+376
+3% +$130K 0.49% 53
2024
Q2 		$4.31M Buy
12,941
+489
+4% +$170K 0.44% 58
2024
Q1 		$4.56M Sell
12,452
-1,420
-10% -$454K 0.48% 58
2023
Q4 		$4.1M Buy
13,872
+186
+1% +$48.3K 0.47% 58
2023
Q3 		$3.74M Buy
13,686
+44
+0.3% +$11.9K 0.49% 54
2023
Q2 		$3.36M Buy
13,642
+3,179
+30% +$709K 0.43% 63
2023
Q1 		$2.39M Buy
10,463
+451
+5% +$109K 0.33% 85
2022
Q4 		$2.4M Buy
10,012
+920
+10% +$200K 0.34% 82
2022
Q3 		$1.49M Sell
9,092
-1,384
-13% -$253K 0.23% 113
2022
Q2 		$1.87M Sell
10,476
-1,559
-13% -$329K 0.27% 94
2022
Q1 		$2.68M Buy
12,035
+2,342
+24% +$491K 0.34% 82
2021
Q4 		$2M Buy
9,693
+488
+5% +$98.3K 0.25% 100
2021
Q3 		$1.77M Buy
9,205
+457
+5% +$95.2K 0.25% 101
2021
Q2 		$1.9M Buy
8,748
+580
+7% +$134K 0.26% 98
2021
Q1 		$1.89M Buy
8,168
+5,172
+173% +$1.07M 0.29% 89
2020
Q4 		$545K Buy
2,996
+326
+12% +$55.3K 0.1% 177
2020
Q3 		$398K Buy
2,670
+1,300
+95% +$183K 0.08% 185
2020
Q2 		$173K Sell
1,370
-100
-7% -$11.9K 0.04% 292
2020
Q1 		$171K Sell
1,470
-100
-6% -$12.8K 0.04% 273
2019
Q4 		$232K Hold
1,570
– – 0.05% 274
2019
Q3 		$198K Sell
1,570
-1,440
-48% -$183K 0.05% 294
2019
Q2 		$410K Sell
3,010
-540
-15% -$71.4K 0.1% 191
2019
Q1 		$481K Hold
3,550
– – 0.12% 174
2018
Q4 		$451K Sell
3,550
-560
-14% -$72.9K 0.13% 169
2018
Q3 		$627K Hold
4,110
– – 0.14% 157
2018
Q2 		$558K Buy
4,110
+395
+11% +$59K 0.14% 164
2018
Q1 		$548K Buy
3,715
+214
+6% +$33.8K 0.14% 161
2017
Q4 		$552K Buy
3,501
+1,271
+57% +$176K 0.15% 159
2017
Q3 		$278K Buy
2,230
+1,655
+288% +$191K 0.08% 235
2017
Q2 		$61.8K Hold
575
– – 0.02% 381
2017
Q1 		$53.3K Hold
575
– – 0.02% 390
2016
Q4 		$53.3K Sell
575
-1,645
-74% -$149K 0.02% 376
2016
Q3 		$197K Sell
2,220
-135
-6% -$11K 0.08% 222
2016
Q2 		$179K Sell
2,355
-260
-10% -$19.5K 0.07% 226
2016
Q1 		$200K Buy
+2,615
New +$175K 0.08% 207

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

Anchor Investment Management's CAT Position: Q1 2026 in Review

Anchor Investment Management reduced its Caterpillar (CAT) stake by 2.7% in Q1 2026, selling an estimated $233K and leaving 12,099 shares worth $8.57M. The position accounts for 0.72% of the portfolio, ranked #33.

Anchor Investment Management first reported a position in CAT in Q1 2016 and has held it in 41 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Anchor Investment Management held 12,099 shares of Caterpillar worth $8.57M as of Q1 2026.
  • Anchor Investment Management sold 336 Caterpillar shares in Q1 2026, an estimated $233K.
  • Caterpillar made up 0.72% of Anchor Investment Management's portfolio in Q1 2026, its #33 holding.
  • Anchor Investment Management first reported a position in Caterpillar in Q1 2016 and has held it in 41 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.