BCM
CAT icon

Becker Capital Management’s Caterpillar CAT Stock Holding History

Becker 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 		$4.87M Buy
6,872
+10
+0.1% +$6.93K 0.14% 102
2025
Q4 		$3.93M Sell
6,862
-50
-0.7% -$27.8K 0.11% 112
2025
Q3 		$3.3M Sell
6,912
-44
-0.6% -$18.8K 0.1% 118
2025
Q2 		$2.7M Sell
6,956
-580
-8% -$193K 0.08% 121
2025
Q1 		$2.49M Sell
7,536
-259
-3% -$92.3K 0.08% 127
2024
Q4 		$2.83M Sell
7,795
-389
-5% -$151K 0.09% 123
2024
Q3 		$3.2M Sell
8,184
-200
-2% -$69.1K 0.1% 122
2024
Q2 		$2.79M Sell
8,384
-228
-3% -$79.1K 0.1% 119
2024
Q1 		$3.16M Sell
8,612
-239
-3% -$76.4K 0.11% 115
2023
Q4 		$2.62M Sell
8,851
-314
-3% -$81.5K 0.09% 118
2023
Q3 		$2.5M Sell
9,165
-449
-5% -$122K 0.1% 117
2023
Q2 		$2.37M Sell
9,614
-19,485
-67% -$4.34M 0.09% 120
2023
Q1 		$6.66M Sell
29,099
-1,308
-4% -$316K 0.26% 87
2022
Q4 		$7.28M Sell
30,407
-15,420
-34% -$3.36M 0.34% 79
2022
Q3 		$7.52M Sell
45,827
-1,221
-3% -$223K 0.39% 76
2022
Q2 		$8.41M Sell
47,048
-5,372
-10% -$1.13M 0.41% 72
2022
Q1 		$11.7M Buy
52,420
+76
+0.1% +$15.9K 0.47% 73
2021
Q4 		$10.8M Buy
52,344
+1,342
+3% +$270K 0.43% 72
2021
Q3 		$9.79M Sell
51,002
-311
-0.6% -$64.8K 0.41% 75
2021
Q2 		$11.2M Buy
51,313
+1,255
+3% +$290K 0.47% 70
2021
Q1 		$11.6M Buy
50,058
+306
+0.6% +$63.3K 0.52% 63
2020
Q4 		$9.06M Sell
49,752
-962
-2% -$163K 0.45% 68
2020
Q3 		$7.56M Buy
50,714
+625
+1% +$87.8K 0.42% 68
2020
Q2 		$6.34M Sell
50,089
-19,448
-28% -$2.31M 0.36% 75
2020
Q1 		$8.07M Sell
69,537
-24,360
-26% -$3.11M 0.49% 67
2019
Q4 		$13.9M Buy
93,897
+535
+0.6% +$74.7K 0.49% 73
2019
Q3 		$11.8M Buy
93,362
+3,595
+4% +$457K 0.45% 73
2019
Q2 		$12.2M Buy
89,767
+9,645
+12% +$1.27M 0.44% 71
2019
Q1 		$10.9M Buy
+80,122
New +$10.6M 0.4% 76

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

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

Becker Capital Management increased its Caterpillar (CAT) stake by 0.15% in Q1 2026, buying an estimated $6.93K and bringing the position to 6,872 shares worth $4.87M. The position accounts for 0.14% of the portfolio, ranked #102.

Becker Capital Management first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.9M in Q4 2019. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Becker Capital Management held 6,872 shares of Caterpillar worth $4.87M as of Q1 2026.
  • Becker Capital Management bought 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.14% of Becker Capital Management's portfolio in Q1 2026, its #102 holding.
  • Becker Capital Management first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
  • Becker Capital Management's Caterpillar position peaked at $13.9M in Q4 2019.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.