Anfield Capital Management’s Caterpillar CAT Stock Holding History

Anfield Capital 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	$434K	Buy	613 +548	+843%	+$380K	0.12%	78
2025 Q4	$37.2K	Hold	65	–	–	0.01%	208
2025 Q3	$31K	Buy	65 +6	+10%	+$2.56K	0.01%	226
2025 Q2	$22.9K	Hold	59	–	–	0.01%	221
2025 Q1	$19.5K	Hold	59	–	–	0.01%	192
2024 Q4	$21.4K	Buy	59 +33	+127%	+$12.8K	0.01%	183
2024 Q3	$10.2K	Hold	26	–	–	﹤0.01%	230
2024 Q2	$8.66K	Buy	+26	New	+$9.02K	﹤0.01%	201
2020 Q1	–	Sell	-1,560	Closed	-$214K	–	145
2019 Q4	$214K	Buy	+1,560	New	+$218K	0.09%	116

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

Anfield Capital Management's CAT Position: Q1 2026 in Review

Anfield Capital Management increased its Caterpillar (CAT) stake by 843% in Q1 2026, buying an estimated $380K and bringing the position to 613 shares worth $434K. The position accounts for 0.12% of the portfolio, ranked #78.

Anfield Capital Management first reported a position in CAT in Q4 2019 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Anfield Capital Management held 613 shares of Caterpillar worth $434K as of Q1 2026.
Anfield Capital Management bought 548 Caterpillar shares in Q1 2026, an estimated $380K.
Caterpillar made up 0.12% of Anfield Capital Management's portfolio in Q1 2026, its #78 holding.
Anfield Capital Management first reported a position in Caterpillar in Q4 2019 and has held it in 9 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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