Center For Asset Management’s Caterpillar CAT Stock Holding History

Center For Asset Management’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	$952K	Sell	1,344 -5	-0.4%	-$3.46K	0.47%	56
2025 Q4	$773K	Sell	1,349 -150	-10%	-$83.4K	0.4%	64
2025 Q3	$715K	Buy	1,499 +2	+0.1%	+$854	0.38%	58
2025 Q2	$543K	Sell	1,497 -1	-0.1%	-$333	0.34%	65
2025 Q1	$494K	Buy	1,498 +1	+0.1%	+$356	0.3%	72
2024 Q4	$543K	Buy	1,497 +1	+0.1%	+$388	0.35%	62
2024 Q3	$585K	Buy	1,496 +1	+0.1%	+$345	0.35%	66
2024 Q2	$498K	Hold	1,495	–	–	0.33%	68
2024 Q1	$548K	Buy	1,495 +1	+0.1%	+$320	0.45%	52
2023 Q4	$442K	Buy	1,494 +1	+0.1%	+$259	0.4%	58
2023 Q3	$408K	Buy	1,493 +1	+0.1%	+$271	0.41%	59
2023 Q2	$367K	Buy	1,492 +1	+0.1%	+$223	0.35%	70
2023 Q1	$341K	Buy	1,491 +1	+0.1%	+$242	0.33%	76
2022 Q4	$357K	Buy	1,490 +1	+0.1%	+$218	0.33%	80
2022 Q3	$244K	Buy	1,489 +1	+0.1%	+$183	0.24%	94
2022 Q2	$266K	Buy	1,488 +296	+25%	+$62.4K	0.25%	91
2022 Q1	$266K	Buy	1,192 +1	+0.1%	+$210	0.21%	96
2021 Q4	$246K	Buy	1,191 +1	+0.1%	+$201	0.18%	101
2021 Q3	$228K	Buy	1,190 +1	+0.1%	+$208	0.19%	93
2021 Q2	$259K	Buy	1,189 +1	+0.1%	+$231	0.22%	78
2021 Q1	$275K	Sell	1,188 -9	-0.8%	-$1.86K	0.26%	68
2020 Q4	$218K	Buy	+1,197	New	+$203K	0.22%	79

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

Center For Asset Management's CAT Position: Q1 2026 in Review

Center For Asset Management reduced its Caterpillar (CAT) stake by 0.37% in Q1 2026, selling an estimated $3.46K and leaving 1,344 shares worth $952K. The position accounts for 0.47% of the portfolio, ranked #56.

Center For Asset Management first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Center For Asset Management held 1,344 shares of Caterpillar worth $952K as of Q1 2026.
Center For Asset Management sold 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
Caterpillar made up 0.47% of Center For Asset Management's portfolio in Q1 2026, its #56 holding.
Center For Asset Management first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.