Carmel Capital Partners’s Caterpillar CAT Stock Holding History

Carmel Capital Partners’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	$227K	Buy	+320	New	+$222K	0.08%	108
2025 Q3	–	Sell	-917	Closed	-$356K	–	117
2025 Q2	$356K	Sell	917 -121	-12%	-$40.3K	0.12%	107
2025 Q1	$342K	Buy	1,038 +4	+0.4%	+$1.43K	0.13%	114
2024 Q4	$375K	Buy	1,034 +2	+0.2%	+$776	0.15%	102
2024 Q3	$404K	Buy	1,032 +63	+7%	+$21.8K	0.16%	105
2024 Q2	$323K	Buy	969 +81	+9%	+$28.1K	0.14%	112
2024 Q1	$325K	Buy	888 +15	+2%	+$4.79K	0.13%	111
2023 Q4	$258K	Buy	873 +8	+0.9%	+$2.08K	0.13%	123
2023 Q3	$236K	Buy	865 +18	+2%	+$4.88K	0.11%	134
2023 Q2	$208K	Buy	847 +52	+7%	+$11.6K	0.11%	113
2023 Q1	$182K	Buy	+795	New	+$192K	0.11%	134

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

Carmel Capital Partners's CAT Position: Q1 2026 in Review

Carmel Capital Partners opened a new position in Caterpillar (CAT) in Q1 2026: 320 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in CAT as recently as Q2 2025.

Carmel Capital Partners first reported a position in CAT in Q1 2023 and has held it in 11 quarters since. The position peaked at $404K in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Carmel Capital Partners held 320 shares of Caterpillar worth $227K as of Q1 2026.
Caterpillar was a new Carmel Capital Partners position in Q1 2026.
Caterpillar made up 0.08% of Carmel Capital Partners's portfolio in Q1 2026, its #108 holding.
Carmel Capital Partners first reported a position in Caterpillar in Q1 2023 and has held it in 11 quarters since.
Carmel Capital Partners's Caterpillar position peaked at $404K in Q3 2024.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.