Catalyst Financial Partners’s Caterpillar CAT Stock Holding History

Catalyst Financial 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	$3.57M	Buy	5,039 +145	+3%	+$100K	0.42%	35
2025 Q4	$2.8M	Buy	4,894 +203	+4%	+$113K	0.31%	37
2025 Q3	$2.24M	Buy	4,691 +55	+1%	+$23.5K	0.27%	40
2025 Q2	$1.8M	Sell	4,636 -113	-2%	-$37.7K	0.2%	42
2025 Q1	$1.57M	Buy	4,749 +85	+2%	+$30.3K	0.29%	44
2024 Q4	$1.69M	Buy	4,664 +41	+0.9%	+$15.9K	0.32%	41
2024 Q3	$1.81M	Buy	4,623 +272	+6%	+$93.9K	0.35%	39
2024 Q2	$1.45M	Buy	4,351 +19	+0.4%	+$6.59K	0.32%	41
2024 Q1	$1.55M	Buy	4,332 +37	+0.9%	+$11.8K	0.4%	32
2023 Q4	$1.27M	Buy	4,295 +63	+1%	+$16.3K	0.36%	38
2023 Q3	$1.16M	Buy	4,232 +359	+9%	+$97.4K	0.37%	39
2023 Q2	$953K	Buy	3,873 +294	+8%	+$65.5K	0.34%	42
2023 Q1	$819K	Buy	3,579 +222	+7%	+$53.7K	0.35%	45
2022 Q4	$804K	Buy	+3,357	New	+$731K	0.41%	41

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

Catalyst Financial Partners's CAT Position: Q1 2026 in Review

Catalyst Financial Partners increased its Caterpillar (CAT) stake by 3% in Q1 2026, buying an estimated $100K and bringing the position to 5,039 shares worth $3.57M. The position accounts for 0.42% of the portfolio, ranked #35.

Catalyst Financial Partners first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Catalyst Financial Partners held 5,039 shares of Caterpillar worth $3.57M as of Q1 2026.
Catalyst Financial Partners bought 145 Caterpillar shares in Q1 2026, an estimated $100K.
Caterpillar made up 0.42% of Catalyst Financial Partners's portfolio in Q1 2026, its #35 holding.
Catalyst Financial Partners first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.