Arcadia Investment Management’s Caterpillar CAT Stock Holding History

Arcadia 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	$2.83K	Hold	4	–	–	﹤0.01%	225
2025 Q4	$2.29K	Buy	+4	New	+$2.22K	﹤0.01%	239
2023 Q1	–	Sell	-150	Closed	-$35.9K	–	360
2022 Q4	$35.9K	Hold	150	–	–	0.01%	240
2022 Q3	$25K	Hold	150	–	–	0.01%	218
2022 Q2	$27K	Hold	150	–	–	0.01%	222
2022 Q1	$33K	Buy	+150	New	+$31.5K	0.01%	223
2018 Q4	–	Sell	-425	Closed	-$65K	–	284
2018 Q3	$65K	Hold	425	–	–	0.02%	199
2018 Q2	$58K	Hold	425	–	–	0.02%	213
2018 Q1	$63K	Buy	+425	New	+$67.1K	0.02%	207
2015 Q4	–	Sell	-200	Closed	-$13K	–	287
2015 Q3	$13K	Hold	200	–	–	﹤0.01%	180
2015 Q2	$16K	Buy	+200	New	+$17.2K	﹤0.01%	198

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Arcadia Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 4 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Arcadia Investment Management first reported a position in CAT in Q2 2015 and has held it in 11 quarters since. The position peaked at $65K in Q3 2018. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Arcadia Investment Management held 4 shares of Caterpillar worth $2.83K as of Q1 2026.
Arcadia Investment Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #225 holding.
Arcadia Investment Management first reported a position in Caterpillar in Q2 2015 and has held it in 11 quarters since.
Arcadia Investment Management's Caterpillar position peaked at $65K in Q3 2018.
3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.