BFIM
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Beese Fulmer Investment Management’s Caterpillar CAT Stock Holding History

Beese Fulmer 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 		$11.5M Sell
16,237
-240
-1% -$166K 0.74% 43
2025
Q4 		$9.44M Sell
16,477
-203
-1% -$113K 0.61% 49
2025
Q3 		$7.96M Sell
16,680
-374
-2% -$160K 0.55% 51
2025
Q2 		$6.62M Buy
17,054
+850
+5% +$283K 0.49% 54
2025
Q1 		$5.34M Sell
16,204
-5
-0% -$1.78K 0.46% 56
2024
Q4 		$5.88M Buy
16,209
+53
+0.3% +$20.6K 0.5% 55
2024
Q3 		$6.32M Sell
16,156
-328
-2% -$113K 0.54% 55
2024
Q2 		$5.49M Sell
16,484
-114
-0.7% -$39.5K 0.5% 56
2024
Q1 		$6.08M Sell
16,598
-841
-5% -$269K 0.57% 55
2023
Q4 		$5.16M Sell
17,439
-320
-2% -$83K 0.53% 55
2023
Q3 		$4.85M Sell
17,759
-2
-0% -$543 0.55% 56
2023
Q2 		$4.37M Sell
17,761
-295
-2% -$65.8K 0.47% 60
2023
Q1 		$4.13M Buy
18,056
+278
+2% +$67.2K 0.47% 59
2022
Q4 		$4.26M Sell
17,778
-173
-1% -$37.7K 0.51% 58
2022
Q3 		$2.94M Sell
17,951
-382
-2% -$69.8K 0.4% 68
2022
Q2 		$3.28M Sell
18,333
-824
-4% -$174K 0.42% 64
2022
Q1 		$4.27M Sell
19,157
-688
-3% -$144K 0.46% 61
2021
Q4 		$4.1M Buy
19,845
+429
+2% +$86.4K 0.43% 67
2021
Q3 		$3.73M Sell
19,416
-74
-0.4% -$15.4K 0.42% 66
2021
Q2 		$4.24M Sell
19,490
-249
-1% -$57.5K 0.48% 60
2021
Q1 		$4.58M Sell
19,739
-556
-3% -$115K 0.55% 58
2020
Q4 		$3.69M Sell
20,295
-19
-0.1% -$3.22K 0.47% 63
2020
Q3 		$3.03M Sell
20,314
-1,001
-5% -$141K 0.43% 66
2020
Q2 		$2.7M Sell
21,315
-973
-4% -$115K 0.4% 72
2020
Q1 		$2.59M Sell
22,288
-98
-0.4% -$12.5K 0.46% 69
2019
Q4 		$3.31M Buy
22,386
+181
+0.8% +$25.3K 0.46% 71
2019
Q3 		$2.81M Buy
22,205
+19,286
+661% +$2.45M 0.42% 72
2019
Q2 		$398K Buy
2,919
+20
+0.7% +$2.64K 0.08% 120
2019
Q1 		$393K Sell
2,899
-25
-0.9% -$3.32K 0.08% 120
2018
Q4 		$372K Hold
2,924
– – 0.08% 116
2018
Q3 		$446K Buy
2,924
+100
+4% +$14.1K 0.09% 115
2018
Q2 		$383K Hold
2,824
– – 0.08% 121
2018
Q1 		$416K Hold
2,824
– – 0.09% 115
2017
Q4 		$445K Hold
2,824
– – 0.1% 116
2017
Q3 		$352K Buy
2,824
+125
+5% +$14.4K 0.08% 122
2017
Q2 		$290K Hold
2,699
– – 0.07% 136
2017
Q1 		$250K Hold
2,699
– – 0.06% 149
2016
Q4 		$250K Sell
2,699
-300
-10% -$27.2K 0.06% 141
2016
Q3 		$266K Buy
+2,999
New +$245K 0.07% 133
2015
Q1 		– Sell
-2,909
Closed -$266K – 137
2014
Q4 		$266K Hold
2,909
– – 0.08% 127
2014
Q3 		$288K Hold
2,909
– – 0.09% 128
2014
Q2 		$316K Hold
2,909
– – 0.1% 124
2014
Q1 		$289K Sell
2,909
-50
-2% -$4.71K 0.1% 123
2013
Q4 		$269K Buy
2,959
+284
+11% +$24.2K 0.1% 126
2013
Q3 		$223K Buy
+2,675
New +$226K 0.09% 130

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

Beese Fulmer Investment Management's CAT Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Caterpillar (CAT) stake by 1.5% in Q1 2026, selling an estimated $166K and leaving 16,237 shares worth $11.5M. The position accounts for 0.74% of the portfolio, ranked #43.

Beese Fulmer Investment Management first reported a position in CAT in Q3 2013 and has held it in 45 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Beese Fulmer Investment Management held 16,237 shares of Caterpillar worth $11.5M as of Q1 2026.
  • Beese Fulmer Investment Management sold 240 Caterpillar shares in Q1 2026, an estimated $166K.
  • Caterpillar made up 0.74% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #43 holding.
  • Beese Fulmer Investment Management first reported a position in Caterpillar in Q3 2013 and has held it in 45 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.