AWM Capital’s Caterpillar CAT Stock Holding History

AWM Capital’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	$330K	Buy	465 +8	+2%	+$5.54K	0.03%	93
2025 Q4	$262K	Sell	457 -1	-0.2%	-$556	0.02%	88
2025 Q3	$219K	Buy	+458	New	+$196K	0.02%	98

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

AWM Capital's CAT Position: Q1 2026 in Review

AWM Capital increased its Caterpillar (CAT) stake by 1.8% in Q1 2026, buying an estimated $5.54K and bringing the position to 465 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #93.

AWM Capital first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

AWM Capital held 465 shares of Caterpillar worth $330K as of Q1 2026.
AWM Capital bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
Caterpillar made up 0.03% of AWM Capital's portfolio in Q1 2026, its #93 holding.
AWM Capital first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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