CIG
CAT icon

Cascade Investment Group’s Caterpillar CAT Stock Holding History

Cascade Investment Group’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 		$392K Sell
553
-8
-1% -$5.54K 0.26% 98
2025
Q4 		$321K Hold
561
– – 0.21% 106
2025
Q3 		$268K Hold
561
– – 0.18% 119
2025
Q2 		$218K Buy
+561
New +$187K 0.15% 129
2024
Q2 		– Sell
-774
Closed -$284K – 134
2024
Q1 		$284K Hold
774
– – 0.21% 109
2023
Q4 		$229K Hold
774
– – 0.18% 122
2023
Q3 		$211K Buy
+774
New +$210K 0.2% 111

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

Cascade Investment Group's CAT Position: Q1 2026 in Review

Cascade Investment Group reduced its Caterpillar (CAT) stake by 1.4% in Q1 2026, selling an estimated $5.54K and leaving 553 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #98.

Cascade Investment Group first reported a position in CAT in Q3 2023 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cascade Investment Group held 553 shares of Caterpillar worth $392K as of Q1 2026.
  • Cascade Investment Group sold 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #98 holding.
  • Cascade Investment Group first reported a position in Caterpillar in Q3 2023 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.