CIM
CAT icon

CIM Investment Management’s Caterpillar CAT Stock Holding History

CIM Investment 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 		$2.67M Sell
3,766
-17
-0.4% -$11.8K 0.71% 20
2025
Q4 		$2.17M Hold
3,783
– – 0.57% 24
2025
Q3 		$1.81M Sell
3,783
-3,879
-51% -$1.66M 0.49% 29
2025
Q2 		$2.88M Buy
7,662
+3,825
+100% +$1.27M 0.55% 32
2025
Q1 		$1.27M Sell
3,837
-4
-0.1% -$1.43K 0.29% 43
2024
Q4 		$1.39M Sell
3,841
-7
-0.2% -$2.71K 0.41% 37
2024
Q3 		$1.51M Sell
3,848
-98
-2% -$33.8K 0.44% 37
2024
Q2 		$1.31M Sell
3,946
-32
-0.8% -$11.1K 0.41% 39
2024
Q1 		$1.46M Hold
3,978
– – 0.43% 33
2023
Q4 		$1.18M Hold
3,978
– – 0.38% 45
2023
Q3 		$1.09M Sell
3,978
-92
-2% -$25K 0.4% 39
2023
Q2 		$1M Buy
4,070
+10
+0.2% +$2.23K 0.34% 57
2023
Q1 		$929K Buy
4,060
+188
+5% +$45.5K 0.34% 57
2022
Q4 		$928K Sell
3,872
-104
-3% -$22.6K 0.37% 44
2022
Q3 		$652K Hold
3,976
– – 0.29% 68
2022
Q2 		$711K Sell
3,976
-21
-0.5% -$4.42K 0.3% 70
2022
Q1 		$891K Sell
3,997
-5
-0.1% -$1.05K 0.3% 75
2021
Q4 		$827K Sell
4,002
-74
-2% -$14.9K 0.25% 83
2021
Q3 		$782K Sell
4,076
-23
-0.6% -$4.79K 0.25% 84
2021
Q2 		$892K Sell
4,099
-71
-2% -$16.4K 0.28% 74
2021
Q1 		$967K Buy
4,170
+1,703
+69% +$353K 0.3% 58
2020
Q4 		$449K Sell
2,467
-38
-2% -$6.44K 0.15% 144
2020
Q3 		$374K Sell
2,505
-26
-1% -$3.65K 0.14% 137
2020
Q2 		$320K Hold
2,531
– – 0.13% 157
2020
Q1 		$294K Buy
2,531
+87
+4% +$11.1K 0.14% 134
2019
Q4 		$361K Hold
2,444
– – 0.14% 144
2019
Q3 		$309K Sell
2,444
-258
-10% -$32.8K 0.12% 224
2019
Q2 		$368K Buy
2,702
+102
+4% +$13.5K 0.13% 188
2019
Q1 		$352K Hold
2,600
– – 0.14% 199
2018
Q4 		$330K Sell
2,600
-108
-4% -$14.1K 0.14% 188
2018
Q3 		$413K Sell
2,708
-1
-0% -$141 0.15% 192
2018
Q2 		$368K Buy
+2,709
New +$405K 0.13% 234
2015
Q1 		– Sell
-10,084
Closed -$923K – 264
2014
Q4 		$923K Hold
10,084
– – 0.42% 85
2014
Q3 		$999K Sell
10,084
-457
-4% -$48.4K 0.51% 72
2014
Q2 		$1.15M Sell
10,541
-289
-3% -$30.3K 0.58% 59
2014
Q1 		$1.08M Sell
10,830
-247
-2% -$23.3K 0.5% 64
2013
Q4 		$1.01M Buy
11,077
+800
+8% +$68.3K 0.51% 73
2013
Q3 		$857K Hold
10,277
– – 0.51% 76
2013
Q2 		$848K Buy
+10,277
New +$874K 0.5% 73

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

CIM Investment Management's CAT Position: Q1 2026 in Review

CIM Investment Management reduced its Caterpillar (CAT) stake by 0.45% in Q1 2026, selling an estimated $11.8K and leaving 3,766 shares worth $2.67M. The position accounts for 0.71% of the portfolio, ranked #20.

CIM Investment Management first reported a position in CAT in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.88M in Q2 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • CIM Investment Management held 3,766 shares of Caterpillar worth $2.67M as of Q1 2026.
  • CIM Investment Management sold 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
  • Caterpillar made up 0.71% of CIM Investment Management's portfolio in Q1 2026, its #20 holding.
  • CIM Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 39 quarters since.
  • CIM Investment Management's Caterpillar position peaked at $2.88M in Q2 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.