Capital Counsel’s Caterpillar CAT Stock Holding History

Capital Counsel’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	$433K	Hold	611	–	–	0.02%	44
2025 Q4	$350K	Hold	611	–	–	0.01%	47
2025 Q3	$292K	Hold	611	–	–	0.01%	50
2025 Q2	$237K	Hold	611	–	–	0.01%	50
2025 Q1	$202K	Hold	611	–	–	0.01%	52
2024 Q4	$222K	Hold	611	–	–	0.01%	51
2024 Q3	$239K	Hold	611	–	–	0.01%	49
2024 Q2	$204K	Hold	611	–	–	0.01%	52
2024 Q1	$224K	Buy	+611	New	+$195K	0.01%	50

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Counsel's CAT Position: Q1 2026 in Review

Capital Counsel held its Caterpillar (CAT) position steady in Q1 2026 at 611 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #44.

Capital Counsel first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Capital Counsel held 611 shares of Caterpillar worth $433K as of Q1 2026.
Capital Counsel left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.02% of Capital Counsel's portfolio in Q1 2026, its #44 holding.
Capital Counsel first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Counsel's 13F filing for Q1 2026, filed 15 May 2026.