Broadleaf Partners’s Caterpillar CAT Stock Holding History

Broadleaf Partners’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	$524K	Hold	740	–	–	0.12%	55
2025 Q4	$424K	Hold	740	–	–	0.09%	59
2025 Q3	$353K	Hold	740	–	–	0.07%	62
2025 Q2	$287K	Hold	740	–	–	0.06%	73
2025 Q1	$244K	Hold	740	–	–	0.06%	75
2024 Q4	$268K	Sell	740 -20	-3%	-$7.76K	0.06%	74
2024 Q3	$297K	Hold	760	–	–	0.07%	70
2024 Q2	$253K	Hold	760	–	–	0.06%	71
2024 Q1	$278K	Hold	760	–	–	0.07%	71
2023 Q4	$225K	Hold	760	–	–	0.07%	78
2023 Q3	$207K	Buy	+760	New	+$206K	0.07%	70
2018 Q4	–	Sell	-9,204	Closed	-$1.4M	–	52
2018 Q3	$1.4M	Sell	9,204 -12,329	-57%	-$1.74M	0.94%	37
2018 Q2	$2.92M	Buy	21,533 +4,385	+26%	+$655K	2.14%	21
2018 Q1	$2.53M	Buy	17,148 +125	+0.7%	+$19.7K	1.94%	27
2017 Q4	$2.68M	Buy	+17,023	New	+$2.36M	2.23%	20

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

Broadleaf Partners's CAT Position: Q1 2026 in Review

Broadleaf Partners held its Caterpillar (CAT) position steady in Q1 2026 at 740 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #55.

Broadleaf Partners first reported a position in CAT in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.92M in Q2 2018. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Broadleaf Partners held 740 shares of Caterpillar worth $524K as of Q1 2026.
Broadleaf Partners left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.12% of Broadleaf Partners's portfolio in Q1 2026, its #55 holding.
Broadleaf Partners first reported a position in Caterpillar in Q4 2017 and has held it in 15 quarters since.
Broadleaf Partners's Caterpillar position peaked at $2.92M in Q2 2018.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.