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Beck Capital Management’s Caterpillar CAT Stock Holding History

Beck 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 		$3.15M Buy
+4,445
New +$3.08M 0.72% 49
2024
Q1 		– Sell
-10,185
Closed -$3.01M – 107
2023
Q4 		$3.01M Sell
10,185
-86
-0.8% -$22.3K 1.03% 40
2023
Q3 		$2.8M Sell
10,271
-42
-0.4% -$11.4K 1.08% 39
2023
Q2 		$2.54M Sell
10,313
-1,085
-10% -$242K 1% 43
2023
Q1 		$2.61M Buy
11,398
+983
+9% +$238K 1.11% 31
2022
Q4 		$2.49M Sell
10,415
-286
-3% -$62.3K 1.05% 37
2022
Q3 		$1.76M Sell
10,701
-236
-2% -$43.1K 0.75% 57
2022
Q2 		$1.96M Sell
10,937
-61
-0.6% -$12.9K 0.88% 47
2022
Q1 		$2.45M Buy
10,998
+97
+0.9% +$20.3K 0.75% 51
2021
Q4 		$2.25M Buy
10,901
+142
+1% +$28.6K 0.7% 58
2021
Q3 		$2.06M Buy
10,759
+161
+2% +$33.5K 0.69% 58
2021
Q2 		$2.31M Buy
10,598
+279
+3% +$64.4K 0.78% 52
2021
Q1 		$2.39M Buy
10,319
+602
+6% +$125K 0.9% 50
2020
Q4 		$1.77M Buy
+9,717
New +$1.65M 0.73% 51

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

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

Beck Capital Management opened a new position in Caterpillar (CAT) in Q1 2026: 4,445 shares worth $3.15M. The stake represents 0.72% of the portfolio and ranks #49 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in CAT as recently as Q4 2023.

Beck Capital Management first reported a position in CAT in Q4 2020 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Beck Capital Management held 4,445 shares of Caterpillar worth $3.15M as of Q1 2026.
  • Caterpillar was a new Beck Capital Management position in Q1 2026.
  • Caterpillar made up 0.72% of Beck Capital Management's portfolio in Q1 2026, its #49 holding.
  • Beck Capital Management first reported a position in Caterpillar in Q4 2020 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.