BRA
CAT icon

Bender Robert & Associates’s Caterpillar CAT Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-1,139
Closed -$379K – 50
2024
Q2 		$379K Buy
+1,139
New +$395K 0.08% 37

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

Bender Robert & Associates's CAT Position: Q1 2026 in Review

Bender Robert & Associates reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $17.3K and leaving 924 shares worth $655K. The position accounts for 0.16% of the portfolio, ranked #29.

Bender Robert & Associates first reported a position in CAT in Q1 2014 and has held it in 38 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bender Robert & Associates held 924 shares of Caterpillar worth $655K as of Q1 2026.
  • Bender Robert & Associates sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
  • Caterpillar made up 0.16% of Bender Robert & Associates's portfolio in Q1 2026, its #29 holding.
  • Bender Robert & Associates first reported a position in Caterpillar in Q1 2014 and has held it in 38 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.