Berkshire Money Management’s Caterpillar CAT Stock Holding History

Berkshire Money 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	–	Sell	-434	Closed	-$249K	–	65
2025 Q4	$249K	Buy	+434	New	+$241K	0.02%	112

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berkshire Money Management's CAT Position: Q1 2026 in Review

Berkshire Money Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 434 shares — an estimated $249K sold.

Berkshire Money Management first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 3,772 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Berkshire Money Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 434 Caterpillar shares in Q1 2026, an estimated $249K.
Berkshire Money Management first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
Berkshire Money Management's Caterpillar position peaked at $249K in Q4 2025.
3,772 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.