Boit C.F. David’s Caterpillar CAT Stock Holding History

Boit C.F. David’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	$11.7M	Sell	16,500 -2,300	-12%	-$1.59M	5.19%	4
2025 Q4	$11.6M	Sell	18,800 -700	-4%	-$389K	5.02%	4
2025 Q3	$9.3M	Hold	19,500	–	–	4.21%	5
2025 Q2	$7.57M	Hold	19,500	–	–	3.64%	6
2025 Q1	$6.43M	Hold	19,500	–	–	3.23%	7
2024 Q4	$7.07M	Sell	19,500 -1,900	-9%	-$737K	2.88%	7
2024 Q3	$8.43M	Hold	21,400	–	–	4.18%	4
2024 Q2	$7.13M	Hold	21,400	–	–	3.71%	5
2024 Q1	$7.08M	Sell	21,400 -1,000	-4%	-$320K	3.87%	6
2023 Q4	$6.37M	Buy	22,400 +2,000	+10%	+$519K	3.6%	7
2023 Q3	$5.54M	Hold	20,400	–	–	3.79%	6
2023 Q2	$5.02M	Hold	20,400	–	–	3.33%	8
2023 Q1	$4.58M	Hold	20,400	–	–	3.13%	9
2022 Q4	$4.89M	Hold	20,400	–	–	3.48%	9
2022 Q3	$3.35M	Buy	+20,400	New	+$3.73M	2.72%	10
2022 Q1	$4.55M	Sell	20,400 -700	-3%	-$147K	2.99%	9
2021 Q4	$4.36M	Hold	21,100	–	–	2.77%	13
2021 Q3	$4.1M	Hold	21,100	–	–	2.81%	12
2021 Q2	$4.59M	Buy	+21,100	New	+$4.87M	3.5%	7

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

Boit C.F. David's CAT Position: Q1 2026 in Review

Boit C.F. David reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $1.59M and leaving 16,500 shares worth $11.7M. The position accounts for 5.19% of the portfolio, ranked #4.

Boit C.F. David first reported a position in CAT in Q2 2021 and has held it in 19 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Boit C.F. David held 16,500 shares of Caterpillar worth $11.7M as of Q1 2026.
Boit C.F. David sold 2,300 Caterpillar shares in Q1 2026, an estimated $1.59M.
Caterpillar made up 5.19% of Boit C.F. David's portfolio in Q1 2026, its #4 holding.
Boit C.F. David first reported a position in Caterpillar in Q2 2021 and has held it in 19 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.