BFG
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Bleakley Financial Group’s Caterpillar CAT Stock Holding History

Bleakley 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 		$17.3M Buy
24,417
+993
+4% +$688K 0.27% 68
2025
Q4 		$13.4M Buy
23,424
+2,131
+10% +$1.18M 0.23% 75
2025
Q3 		$10.2M Buy
21,293
+145
+0.7% +$61.9K 0.24% 79
2025
Q2 		$8.21M Buy
21,148
+1,400
+7% +$467K 0.21% 91
2025
Q1 		$6.51M Buy
19,748
+388
+2% +$138K 0.21% 93
2024
Q4 		$7.02M Buy
19,360
+136
+0.7% +$52.7K 0.21% 77
2024
Q3 		$7.52M Buy
19,224
+281
+1% +$97K 0.23% 70
2024
Q2 		$6.31M Buy
18,943
+160
+0.9% +$55.5K 0.18% 110
2024
Q1 		$6.88M Buy
18,783
+282
+2% +$90.1K 0.2% 97
2023
Q4 		$5.47M Buy
18,501
+103
+0.6% +$26.7K 0.17% 111
2023
Q3 		$5.02M Sell
18,398
-1,701
-8% -$461K 0.18% 112
2023
Q2 		$4.95M Buy
20,099
+93
+0.5% +$20.7K 0.15% 121
2023
Q1 		$4.58M Buy
20,006
+743
+4% +$180K 0.15% 120
2022
Q4 		$4.61M Buy
+19,263
New +$4.19M 0.17% 113

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

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

Bleakley Financial Group increased its Caterpillar (CAT) stake by 4.2% in Q1 2026, buying an estimated $688K and bringing the position to 24,417 shares worth $17.3M. The position accounts for 0.27% of the portfolio, ranked #68.

Bleakley Financial Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bleakley Financial Group held 24,417 shares of Caterpillar worth $17.3M as of Q1 2026.
  • Bleakley Financial Group bought 993 Caterpillar shares in Q1 2026, an estimated $688K.
  • Caterpillar made up 0.27% of Bleakley Financial Group's portfolio in Q1 2026, its #68 holding.
  • Bleakley Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.