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Cannell & Spears’s Caterpillar CAT Stock Holding History

Cannell & Spears’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 		$13.4M Buy
18,885
+28
+0.1% +$19.4K 0.26% 86
2025
Q4 		$10.8M Buy
18,857
+4
+0% +$2.22K 0.2% 93
2025
Q3 		$9M Sell
18,853
-87
-0.5% -$37.1K 0.17% 106
2025
Q2 		$7.35M Sell
18,940
-69
-0.4% -$23K 0.15% 113
2025
Q1 		$6.27M Sell
19,009
-216
-1% -$76.9K 0.14% 116
2024
Q4 		$6.97M Buy
19,225
+109
+0.6% +$42.3K 0.14% 113
2024
Q3 		$7.48M Buy
19,116
+465
+2% +$161K 0.15% 113
2024
Q2 		$6.21M Sell
18,651
-4,839
-21% -$1.68M 0.13% 116
2024
Q1 		$8.61M Buy
+23,490
New +$7.51M 0.18% 103

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

Cannell & Spears's CAT Position: Q1 2026 in Review

Cannell & Spears increased its Caterpillar (CAT) stake by 0.15% in Q1 2026, buying an estimated $19.4K and bringing the position to 18,885 shares worth $13.4M. The position accounts for 0.26% of the portfolio, ranked #86.

Cannell & Spears first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cannell & Spears held 18,885 shares of Caterpillar worth $13.4M as of Q1 2026.
  • Cannell & Spears bought 28 Caterpillar shares in Q1 2026, an estimated $19.4K.
  • Caterpillar made up 0.26% of Cannell & Spears's portfolio in Q1 2026, its #86 holding.
  • Cannell & Spears first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.