CFO
CAT icon

Callan Family Office’s Caterpillar CAT Stock Holding History

Callan 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 		$13.6M Sell
19,259
-332
-2% -$230K 0.31% 63
2025
Q4 		$11.2M Buy
19,591
+4,371
+29% +$2.43M 0.24% 81
2025
Q3 		$7.26M Sell
15,220
-2,115
-12% -$903K 0.23% 95
2025
Q2 		$6.73M Buy
17,335
+12,765
+279% +$4.25M 0.21% 109
2025
Q1 		$1.51M Sell
4,570
-8,187
-64% -$2.92M 0.11% 160
2024
Q4 		$4.63M Buy
12,757
+10,613
+495% +$4.12M 0.29% 65
2024
Q3 		$839K Buy
2,144
+83
+4% +$28.7K 0.14% 77
2024
Q2 		$687K Buy
2,061
+1,191
+137% +$413K 0.13% 71
2024
Q1 		$319K Sell
870
-802
-48% -$256K 0.07% 75
2023
Q4 		$494K Buy
1,672
+122
+8% +$31.6K 0.12% 57
2023
Q3 		$423K Sell
1,550
-145
-9% -$39.3K 0.11% 59
2023
Q2 		$417K Sell
1,695
-30
-2% -$6.69K 0.11% 68
2023
Q1 		$395K Sell
1,725
-14,027
-89% -$3.39M 0.1% 112
2022
Q4 		$3.78M Buy
+15,752
New +$3.43M 1.22% 18

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

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

Callan Family Office reduced its Caterpillar (CAT) stake by 1.7% in Q1 2026, selling an estimated $230K and leaving 19,259 shares worth $13.6M. The position accounts for 0.31% of the portfolio, ranked #63.

Callan Family Office first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Callan Family Office held 19,259 shares of Caterpillar worth $13.6M as of Q1 2026.
  • Callan Family Office sold 332 Caterpillar shares in Q1 2026, an estimated $230K.
  • Caterpillar made up 0.31% of Callan Family Office's portfolio in Q1 2026, its #63 holding.
  • Callan Family Office first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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