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Caldwell Sutter Capital’s Caterpillar CAT Stock Holding History

Caldwell Sutter Capital’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 		$5.8M Sell
8,180
-419
-5% -$290K 2.36% 3
2025
Q4 		$4.93M Sell
8,599
-137
-2% -$76.1K 2.09% 4
2025
Q3 		$4.17M Sell
8,736
-470
-5% -$201K 1.78% 7
2025
Q2 		$3.57M Sell
9,206
-56
-0.6% -$18.7K 1.64% 8
2025
Q1 		$3.05M Buy
9,262
+4
+0% +$1.43K 1.45% 9
2024
Q4 		$3.36M Sell
9,258
-109
-1% -$42.3K 1.56% 8
2024
Q3 		$3.66M Sell
9,367
-751
-7% -$259K 1.71% 6
2024
Q2 		$3.37M Sell
10,118
-776
-7% -$269K 1.67% 7
2024
Q1 		$3.99M Sell
10,894
-1,236
-10% -$395K 1.92% 5
2023
Q4 		$3.59M Buy
12,130
+46
+0.4% +$11.9K 1.82% 5
2023
Q3 		$3.3M Sell
12,084
-506
-4% -$137K 1.83% 6
2023
Q2 		$3.1M Buy
12,590
+2,963
+31% +$661K 1.62% 9
2023
Q1 		$2.2M Buy
9,627
+1,402
+17% +$339K 1.61% 16
2022
Q4 		$1.97M Buy
+8,225
New +$1.79M 1.74% 14

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

Caldwell Sutter Capital's CAT Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Caterpillar (CAT) stake by 4.9% in Q1 2026, selling an estimated $290K and leaving 8,180 shares worth $5.8M. The position accounts for 2.36% of the portfolio, ranked #3.

Caldwell Sutter Capital first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Caldwell Sutter Capital held 8,180 shares of Caterpillar worth $5.8M as of Q1 2026.
  • Caldwell Sutter Capital sold 419 Caterpillar shares in Q1 2026, an estimated $290K.
  • Caterpillar made up 2.36% of Caldwell Sutter Capital's portfolio in Q1 2026, its #3 holding.
  • Caldwell Sutter Capital first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.