Biltmore Family Office’s Caterpillar CAT Stock Holding History

Biltmore Family Office’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	$4.24M	Sell	5,986 -25	-0.4%	-$17.3K	0.59%	35
2025 Q4	$3.44M	Buy	6,011 +36	+0.6%	+$20K	0.48%	44
2025 Q3	$2.85M	Sell	5,975 -65	-1%	-$27.7K	0.41%	52
2025 Q2	$2.34M	Hold	6,040	–	–	0.4%	50
2025 Q1	$1.99M	Hold	6,040	–	–	0.34%	56
2024 Q4	$2.19M	Sell	6,040 -75	-1%	-$29.1K	0.37%	49
2024 Q3	$2.39M	Buy	6,115 +87	+1%	+$30K	0.41%	50
2024 Q2	$2.01M	Buy	6,028 +1,630	+37%	+$565K	0.37%	52
2024 Q1	$1.61M	Hold	4,398	–	–	0.32%	57
2023 Q4	$1.3M	Hold	4,398	–	–	0.27%	64
2023 Q3	$1.2M	Sell	4,398 -14	-0.3%	-$3.8K	0.27%	62
2023 Q2	$1.09M	Sell	4,412 -437	-9%	-$97.4K	0.23%	65
2023 Q1	$1.11M	Sell	4,849 -5	-0.1%	-$1.21K	0.23%	67
2022 Q4	$1.16M	Buy	4,854 +442	+10%	+$96.2K	0.24%	61
2022 Q3	$724K	Hold	4,412	–	–	0.17%	79
2022 Q2	$789K	Sell	4,412 -250	-5%	-$52.7K	0.2%	79
2022 Q1	$1.04M	Sell	4,662 -250	-5%	-$52.4K	0.22%	71
2021 Q4	$1.02M	Buy	4,912 +500	+11%	+$101K	0.19%	80
2021 Q3	$847K	Hold	4,412	–	–	0.2%	76
2021 Q2	$960K	Hold	4,412	–	–	0.27%	63
2021 Q1	$1.02M	Hold	4,412	–	–	0.32%	51
2020 Q4	$803K	Sell	4,412 -302	-6%	-$51.2K	0.24%	63
2020 Q3	$703K	Hold	4,714	–	–	0.39%	60
2020 Q2	$596K	Hold	4,714	–	–	0.36%	71
2020 Q1	$547K	Buy	4,714 +414	+10%	+$52.9K	0.36%	74
2019 Q4	$635K	Sell	4,300 -700	-14%	-$97.7K	0.26%	82
2019 Q3	$632K	Sell	5,000 -10	-0.2%	-$1.27K	0.27%	84
2019 Q2	$683K	Hold	5,010	–	–	0.37%	68
2019 Q1	$679K	Hold	5,010	–	–	0.34%	76
2018 Q4	$637K	Buy	5,010 +10	+0.2%	+$1.3K	0.36%	76
2018 Q3	$762K	Hold	5,000	–	–	0.36%	73
2018 Q2	$678K	Sell	5,000 -1,000	-17%	-$149K	0.34%	74
2018 Q1	$884K	Buy	6,000 +1,000	+20%	+$158K	0.39%	70
2017 Q4	$788K	Buy	+5,000	New	+$694K	0.36%	74

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

Biltmore Family Office's CAT Position: Q1 2026 in Review

Biltmore Family Office reduced its Caterpillar (CAT) stake by 0.42% in Q1 2026, selling an estimated $17.3K and leaving 5,986 shares worth $4.24M. The position accounts for 0.59% of the portfolio, ranked #35.

Biltmore Family Office first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Biltmore Family Office held 5,986 shares of Caterpillar worth $4.24M as of Q1 2026.
Biltmore Family Office sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
Caterpillar made up 0.59% of Biltmore Family Office's portfolio in Q1 2026, its #35 holding.
Biltmore Family Office first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.