Berkeley Capital Partners’s Caterpillar CAT Stock Holding History

Berkeley Capital Partners’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	$567K	Buy	801 +91	+13%	+$63K	0.13%	124
2025 Q4	$407K	Buy	710 +169	+31%	+$93.9K	0.1%	143
2025 Q3	$258K	Buy	+541	New	+$231K	0.06%	158
2020 Q3	–	Sell	-1,896	Closed	-$240K	–	105
2020 Q2	$240K	Sell	1,896 -2,225	-54%	-$264K	0.15%	96
2020 Q1	$478K	Buy	+4,121	New	+$526K	0.32%	66

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkeley Capital Partners's CAT Position: Q1 2026 in Review

Berkeley Capital Partners increased its Caterpillar (CAT) stake by 13% in Q1 2026, buying an estimated $63K and bringing the position to 801 shares worth $567K. The position accounts for 0.13% of the portfolio, ranked #124.

Berkeley Capital Partners first reported a position in CAT in Q1 2020 and has held it in 5 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Berkeley Capital Partners held 801 shares of Caterpillar worth $567K as of Q1 2026.
Berkeley Capital Partners bought 91 Caterpillar shares in Q1 2026, an estimated $63K.
Caterpillar made up 0.13% of Berkeley Capital Partners's portfolio in Q1 2026, its #124 holding.
Berkeley Capital Partners first reported a position in Caterpillar in Q1 2020 and has held it in 5 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.