CCM
CAT icon

CFO Capital Management’s Caterpillar CAT Stock Holding History

CFO Capital 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 		$3.23M Buy
4,588
+2,373
+107% +$1.64M 2.66% 7
2025
Q4 		$1.27M Buy
+2,215
New +$1.23M 0.95% 26

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return

CFO Capital Management's CAT Position: Q1 2026 in Review

CFO Capital Management increased its Caterpillar (CAT) stake by 107% in Q1 2026, buying an estimated $1.64M and bringing the position to 4,588 shares worth $3.23M. The position accounts for 2.66% of the portfolio, ranked #7.

CFO Capital Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,749 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • CFO Capital Management held 4,588 shares of Caterpillar worth $3.23M as of Q1 2026.
  • CFO Capital Management bought 2,373 Caterpillar shares in Q1 2026, an estimated $1.64M.
  • Caterpillar made up 2.66% of CFO Capital Management's portfolio in Q1 2026, its #7 holding.
  • CFO Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,749 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.