Capital Group Private Client Services’s Caterpillar CAT Stock Holding History

Capital Group Private Client Services’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	$4.72M	Buy	6,668 +156	+2%	+$108K	0.08%	105
2025 Q4	$3.73M	Buy	+6,512	New	+$3.62M	0.06%	141
2023 Q1	–	Sell	-995	Closed	-$238K	–	238
2022 Q4	$238K	Buy	+995	New	+$217K	﹤0.01%	231
2022 Q2	–	Sell	-995	Closed	-$222K	–	232
2022 Q1	$222K	Buy	+995	New	+$209K	﹤0.01%	228

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 Group Private Client Services's CAT Position: Q1 2026 in Review

Capital Group Private Client Services increased its Caterpillar (CAT) stake by 2.4% in Q1 2026, buying an estimated $108K and bringing the position to 6,668 shares worth $4.72M. The position accounts for 0.08% of the portfolio, ranked #105.

Capital Group Private Client Services first reported a position in CAT in Q1 2022 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Capital Group Private Client Services held 6,668 shares of Caterpillar worth $4.72M as of Q1 2026.
Capital Group Private Client Services bought 156 Caterpillar shares in Q1 2026, an estimated $108K.
Caterpillar made up 0.08% of Capital Group Private Client Services's portfolio in Q1 2026, its #105 holding.
Capital Group Private Client Services first reported a position in Caterpillar in Q1 2022 and has held it in 4 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.