BDF
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Black Diamond Financial’s Caterpillar CAT Stock Holding History

Black Diamond Financial’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 		$852K Buy
1,202
+291
+32% +$202K 0.09% 82
2025
Q4 		$522K Hold
911
– – 0.06% 101
2025
Q3 		$435K Buy
911
+200
+28% +$85.4K 0.05% 106
2025
Q2 		$276K Sell
711
-148
-17% -$49.3K 0.04% 111
2025
Q1 		$283K Buy
859
+1
+0.1% +$356 0.04% 121
2024
Q4 		$311K Sell
858
-97
-10% -$37.6K 0.05% 110
2024
Q3 		$373K Buy
955
+263
+38% +$90.8K 0.06% 97
2024
Q2 		$231K Buy
+692
New +$240K 0.04% 124

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

Black Diamond Financial's CAT Position: Q1 2026 in Review

Black Diamond Financial increased its Caterpillar (CAT) stake by 32% in Q1 2026, buying an estimated $202K and bringing the position to 1,202 shares worth $852K. The position accounts for 0.09% of the portfolio, ranked #82.

Black Diamond Financial first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Black Diamond Financial held 1,202 shares of Caterpillar worth $852K as of Q1 2026.
  • Black Diamond Financial bought 291 Caterpillar shares in Q1 2026, an estimated $202K.
  • Caterpillar made up 0.09% of Black Diamond Financial's portfolio in Q1 2026, its #82 holding.
  • Black Diamond Financial first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.