Boston Family Office’s Caterpillar CAT Stock Holding History

Boston 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	$3.23M	Sell	4,562 -1,421	-24%	-$984K	0.22%	95
2025 Q4	$3.43M	Buy	5,983 +2,269	+61%	+$1.26M	0.22%	89
2025 Q3	$1.77M	Buy	3,714 +470	+14%	+$201K	0.11%	131
2025 Q2	$1.26M	Sell	3,244 -58	-2%	-$19.3K	0.08%	148
2025 Q1	$1.09M	Buy	3,302 +1	+0%	+$356	0.08%	154
2024 Q4	$1.2M	Sell	3,301 -1,201	-27%	-$466K	0.08%	145
2024 Q3	$1.76M	Sell	4,502 -150	-3%	-$51.8K	0.12%	118
2024 Q2	$1.55M	Sell	4,652 -229	-5%	-$79.4K	0.11%	121
2024 Q1	$1.79M	Hold	4,881	–	–	0.13%	118
2023 Q4	$1.44M	Hold	4,881	–	–	0.11%	127
2023 Q3	$1.33M	Buy	4,881 +1,760	+56%	+$477K	0.11%	128
2023 Q2	$768K	Sell	3,121 -1	-0%	-$223	0.06%	165
2023 Q1	$714K	Buy	3,122 +2,050	+191%	+$496K	0.06%	170
2022 Q4	$257K	Buy	+1,072	New	+$233K	0.02%	246
2022 Q2	–	Sell	-1,072	Closed	-$239K	–	271
2022 Q1	$239K	Buy	+1,072	New	+$225K	0.02%	266
2021 Q3	–	Sell	-922	Closed	-$201K	–	282
2021 Q2	$201K	Buy	+922	New	+$213K	0.01%	275

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

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

Boston Family Office reduced its Caterpillar (CAT) stake by 24% in Q1 2026, selling an estimated $984K and leaving 4,562 shares worth $3.23M. The position accounts for 0.22% of the portfolio, ranked #95.

Boston Family Office first reported a position in CAT in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.43M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Boston Family Office held 4,562 shares of Caterpillar worth $3.23M as of Q1 2026.
Boston Family Office sold 1,421 Caterpillar shares in Q1 2026, an estimated $984K.
Caterpillar made up 0.22% of Boston Family Office's portfolio in Q1 2026, its #95 holding.
Boston Family Office first reported a position in Caterpillar in Q2 2021 and has held it in 16 quarters since.
Boston Family Office's Caterpillar position peaked at $3.43M in Q4 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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