Armstrong Fleming & Moore’s Caterpillar CAT Stock Holding History

Armstrong Fleming & Moore’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	$796K	Hold	1,124	–	–	0.34%	46
2025 Q4	$644K	Sell	1,124 -60	-5%	-$33.3K	0.3%	51
2025 Q3	$565K	Hold	1,184	–	–	0.27%	56
2025 Q2	$460K	Buy	+1,184	New	+$395K	0.25%	59
2025 Q1	–	Sell	-1,184	Closed	-$429K	–	89
2024 Q4	$429K	Buy	1,184 +1	+0.1%	+$388	0.26%	63
2024 Q3	$463K	Sell	1,183 -60	-5%	-$20.7K	0.27%	61
2024 Q2	$414K	Sell	1,243 -379	-23%	-$131K	0.27%	61
2024 Q1	$594K	Hold	1,622	–	–	0.41%	47
2023 Q4	$480K	Buy	1,622 +1	+0.1%	+$259	0.36%	55
2023 Q3	$443K	Hold	1,621	–	–	0.43%	52
2023 Q2	$399K	Buy	+1,621	New	+$361K	0.37%	57

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

Armstrong Fleming & Moore's CAT Position: Q1 2026 in Review

Armstrong Fleming & Moore held its Caterpillar (CAT) position steady in Q1 2026 at 1,124 shares worth $796K. The position accounts for 0.34% of the portfolio, ranked #46.

Armstrong Fleming & Moore first reported a position in CAT in Q2 2023 and has held it in 11 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Armstrong Fleming & Moore held 1,124 shares of Caterpillar worth $796K as of Q1 2026.
Armstrong Fleming & Moore left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.34% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #46 holding.
Armstrong Fleming & Moore first reported a position in Caterpillar in Q2 2023 and has held it in 11 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.