BFG
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Berger Financial Group’s Caterpillar CAT Stock Holding History

Berger Financial Group’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 		$2.1M Sell
2,965
-133
-4% -$92.1K 0.12% 140
2025
Q4 		$1.77M Sell
3,098
-37
-1% -$20.6K 0.1% 151
2025
Q3 		$1.5M Sell
3,135
-146
-4% -$62.3K 0.09% 172
2025
Q2 		$1.27M Sell
3,281
-256
-7% -$85.3K 0.08% 170
2025
Q1 		$1.17M Sell
3,537
-354
-9% -$126K 0.08% 171
2024
Q4 		$1.41M Buy
3,891
+43
+1% +$16.7K 0.1% 152
2024
Q3 		$1.5M Sell
3,848
-59
-2% -$20.4K 0.11% 139
2024
Q2 		$1.3M Buy
3,907
+221
+6% +$76.6K 0.1% 135
2024
Q1 		$1.35M Buy
3,686
+1,734
+89% +$554K 0.11% 128
2023
Q4 		$577K Sell
1,952
-98
-5% -$25.4K 0.06% 156
2023
Q3 		$560K Sell
2,050
-36
-2% -$9.77K 0.06% 149
2023
Q2 		$513K Sell
2,086
-59
-3% -$13.2K 0.06% 154
2023
Q1 		$491K Buy
2,145
+4
+0.2% +$967 0.06% 152
2022
Q4 		$513K Sell
2,141
-38
-2% -$8.27K 0.07% 148
2022
Q3 		$357K Sell
2,179
-94
-4% -$17.2K 0.05% 165
2022
Q2 		$406K Buy
2,273
+187
+9% +$39.4K 0.06% 152
2022
Q1 		$465K Buy
2,086
+217
+12% +$45.5K 0.06% 154
2021
Q4 		$386K Buy
1,869
+543
+41% +$109K 0.05% 179
2021
Q3 		$255K Hold
1,326
– – 0.05% 176
2021
Q2 		$289K Buy
1,326
+15
+1% +$3.46K 0.05% 161
2021
Q1 		$304K Buy
1,311
+105
+9% +$21.7K 0.07% 147
2020
Q4 		$220K Buy
+1,206
New +$205K 0.04% 193

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

Berger Financial Group's CAT Position: Q1 2026 in Review

Berger Financial Group reduced its Caterpillar (CAT) stake by 4.3% in Q1 2026, selling an estimated $92.1K and leaving 2,965 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #140.

Berger Financial Group first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Berger Financial Group held 2,965 shares of Caterpillar worth $2.1M as of Q1 2026.
  • Berger Financial Group sold 133 Caterpillar shares in Q1 2026, an estimated $92.1K.
  • Caterpillar made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #140 holding.
  • Berger Financial Group first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.