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Citizens Financial Group’s Caterpillar CAT Stock Holding History

Citizens Financial Group’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 		$25.6M Buy
36,156
+2,477
+7% +$1.72M 0.36% 59
2025
Q4 		$19.3M Buy
33,679
+2,826
+9% +$1.57M 0.26% 78
2025
Q3 		$14.7M Buy
30,853
+1,707
+6% +$729K 0.2% 94
2025
Q2 		$11.3M Buy
29,146
+2,726
+10% +$909K 0.18% 106
2025
Q1 		$8.71M Buy
26,420
+7,323
+38% +$2.61M 0.17% 112
2024
Q4 		$6.93M Buy
19,097
+5,195
+37% +$2.01M 0.14% 128
2024
Q3 		$5.44M Buy
13,902
+4,181
+43% +$1.44M 0.11% 140
2024
Q2 		$3.24M Buy
9,721
+3,251
+50% +$1.13M 0.07% 163
2024
Q1 		$2.37M Sell
6,470
-1,729
-21% -$553K 0.08% 146
2023
Q4 		$2.42M Buy
8,199
+2,500
+44% +$649K 0.08% 155
2023
Q3 		$1.56M Sell
5,699
-1,006
-15% -$273K 0.06% 150
2023
Q2 		$1.65M Sell
6,705
-756
-10% -$169K 0.06% 177
2023
Q1 		$1.71M Buy
7,461
+1,508
+25% +$365K 0.06% 178
2022
Q4 		$1.43M Buy
5,953
+50
+0.8% +$10.9K 0.06% 169
2022
Q3 		$968K Buy
5,903
+11
+0.2% +$2.01K 0.04% 192
2022
Q2 		$1.05M Sell
5,892
-124
-2% -$26.1K 0.04% 190
2022
Q1 		$1.34M Sell
6,016
-1,297
-18% -$272K 0.05% 182
2021
Q4 		$1.49M Sell
7,313
-662
-8% -$133K 0.05% 181
2021
Q3 		$1.53M Buy
7,975
+801
+11% +$167K 0.06% 173
2021
Q2 		$1.56M Buy
7,174
+31
+0.4% +$7.16K 0.07% 148
2021
Q1 		$1.66M Buy
7,143
+1,433
+25% +$297K 0.09% 133
2020
Q4 		$1.04M Sell
5,710
-445
-7% -$75.5K 0.06% 149
2020
Q3 		$918K Sell
6,155
-1,948
-24% -$274K 0.06% 144
2020
Q2 		$1.02M Buy
8,103
+76
+0.9% +$9.01K 0.07% 137
2020
Q1 		$932K Sell
8,027
-667
-8% -$85.2K 0.08% 135
2019
Q4 		$1.28M Sell
8,694
-48,921
-85% -$6.83M 0.09% 127
2019
Q3 		$7.28M Sell
57,615
-573
-1% -$72.8K 0.52% 69
2019
Q2 		$7.93M Sell
58,188
-2,482
-4% -$328K 0.58% 65
2019
Q1 		$8.22M Buy
60,670
+974
+2% +$129K 0.61% 58
2018
Q4 		$7.59M Sell
59,696
-1,478
-2% -$192K 0.69% 58
2018
Q3 		$9.33M Sell
61,174
-1,281
-2% -$181K 0.74% 49
2018
Q2 		$8.47M Sell
62,455
-1,421
-2% -$212K 0.71% 51
2018
Q1 		$9.41M Sell
63,876
-19,722
-24% -$3.11M 0.79% 43
2017
Q4 		$13.2M Buy
83,598
+1,293
+2% +$179K 1.06% 32
2017
Q3 		$10.3M Buy
82,305
+24,907
+43% +$2.87M 0.88% 38
2017
Q2 		$6.17M Buy
57,398
+47,902
+504% +$4.87M 0.55% 71
2017
Q1 		$880K Sell
9,496
-2,573
-21% -$244K 0.08% 125
2016
Q4 		$1.12M Buy
12,069
+1,132
+10% +$103K 0.11% 111
2016
Q3 		$971K Buy
10,937
+1,506
+16% +$123K 0.09% 119
2016
Q2 		$715K Sell
9,431
-1,445
-13% -$108K 0.07% 139
2016
Q1 		$832K Sell
10,876
-800
-7% -$53.7K 0.08% 126
2015
Q4 		$800K Buy
+11,676
New +$816K 0.08% 130

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

Citizens Financial Group's CAT Position: Q1 2026 in Review

Citizens Financial Group increased its Caterpillar (CAT) stake by 7.4% in Q1 2026, buying an estimated $1.72M and bringing the position to 36,156 shares worth $25.6M. The position accounts for 0.36% of the portfolio, ranked #59.

Citizens Financial Group first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Citizens Financial Group held 36,156 shares of Caterpillar worth $25.6M as of Q1 2026.
  • Citizens Financial Group bought 2,477 Caterpillar shares in Q1 2026, an estimated $1.72M.
  • Caterpillar made up 0.36% of Citizens Financial Group's portfolio in Q1 2026, its #59 holding.
  • Citizens Financial Group first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.