BCM
CAT icon

Buckhead Capital Management’s Caterpillar CAT Stock Holding History

Buckhead Capital Management’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 		$677K Sell
956
-208
-18% -$144K 0.26% 74
2025
Q4 		$667K Sell
1,164
-76
-6% -$42.2K 0.24% 73
2025
Q3 		$592K Buy
+1,240
New +$529K 0.22% 74
2017
Q4 		– Sell
-6,125
Closed -$764K – 179
2017
Q3 		$764K Hold
6,125
– – 0.16% 110
2017
Q2 		$658K Sell
6,125
-18,200
-75% -$1.85M 0.12% 120
2017
Q1 		$2.26M Sell
24,325
-53,770
-69% -$5.09M 0.42% 75
2016
Q4 		$7.24M Sell
78,095
-12,627
-14% -$1.14M 1.37% 25
2016
Q3 		$8.05M Sell
90,722
-2,773
-3% -$227K 1.53% 21
2016
Q2 		$7.09M Buy
93,495
+5,525
+6% +$414K 1.29% 25
2016
Q1 		$6.73M Sell
87,970
-768
-0.9% -$51.5K 1.25% 21
2015
Q4 		$6.03M Buy
88,738
+1,090
+1% +$76.2K 1.12% 30
2015
Q3 		$5.73M Sell
87,648
-850
-1% -$65K 1.12% 29
2015
Q2 		$7.51M Buy
88,498
+85
+0.1% +$7.31K 1.37% 20
2015
Q1 		$7.08M Buy
88,413
+10,143
+13% +$843K 1.25% 26
2014
Q4 		$7.16M Sell
78,270
-2,660
-3% -$259K 1.26% 24
2014
Q3 		$8.01M Sell
80,930
-8,589
-10% -$910K 1.39% 21
2014
Q2 		$9.73M Sell
89,519
-915
-1% -$96K 1.38% 19
2014
Q1 		$8.99M Sell
90,434
-2,005
-2% -$189K 1.14% 25
2013
Q4 		$8.39M Sell
92,439
-4,552
-5% -$389K 1.09% 30
2013
Q3 		$8.09M Buy
96,991
+8,262
+9% +$699K 1.11% 30
2013
Q2 		$7.32M Buy
+88,729
New +$7.55M 0.93% 38

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

Buckhead Capital Management's CAT Position: Q1 2026 in Review

Buckhead Capital Management reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $144K and leaving 956 shares worth $677K. The position accounts for 0.26% of the portfolio, ranked #74.

Buckhead Capital Management first reported a position in CAT in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.73M in Q2 2014. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Buckhead Capital Management held 956 shares of Caterpillar worth $677K as of Q1 2026.
  • Buckhead Capital Management sold 208 Caterpillar shares in Q1 2026, an estimated $144K.
  • Caterpillar made up 0.26% of Buckhead Capital Management's portfolio in Q1 2026, its #74 holding.
  • Buckhead Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 21 quarters since.
  • Buckhead Capital Management's Caterpillar position peaked at $9.73M in Q2 2014.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.