Cerity Partners’s Caterpillar CAT Stock Holding History

Cerity 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	$708K	Buy	+1,000	New	+$693K	﹤0.01%	2070

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

Cerity Partners's CAT Position: Q1 2026 in Review

Cerity Partners increased its Caterpillar (CAT) stake by 1.7% in Q1 2026, buying an estimated $3.11M and bringing the position to 275,414 shares worth $195M. The position accounts for 0.28% of the portfolio, ranked #72.

Cerity Partners first reported a position in CAT in Q1 2017 and has held it in 37 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Cerity Partners held 275,414 shares of Caterpillar worth $195M as of Q1 2026.
Cerity Partners bought 4,488 Caterpillar shares in Q1 2026, an estimated $3.11M.
Caterpillar made up 0.28% of Cerity Partners's portfolio in Q1 2026, its #72 holding.
Cerity Partners first reported a position in Caterpillar in Q1 2017 and has held it in 37 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.