CIM
CAT icon

Cambria Investment Management’s Caterpillar CAT Stock Holding History

Cambria Investment 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 		$675K Sell
953
-261
-21% -$181K 0.04% 330
2025
Q4 		$695K Buy
1,214
+529
+77% +$294K 0.04% 290
2025
Q3 		$327K Buy
+685
New +$292K 0.02% 426

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

Cambria Investment Management's CAT Position: Q1 2026 in Review

Cambria Investment Management reduced its Caterpillar (CAT) stake by 21% in Q1 2026, selling an estimated $181K and leaving 953 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #330.

Cambria Investment Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $695K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cambria Investment Management held 953 shares of Caterpillar worth $675K as of Q1 2026.
  • Cambria Investment Management sold 261 Caterpillar shares in Q1 2026, an estimated $181K.
  • Caterpillar made up 0.04% of Cambria Investment Management's portfolio in Q1 2026, its #330 holding.
  • Cambria Investment Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • Cambria Investment Management's Caterpillar position peaked at $695K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.