Clare Market Investments’s Caterpillar CAT Stock Holding History

Clare Market Investments’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	$1.92M	Buy	+2,705	New	+$1.87M	0.4%	42
2025 Q3	$846K	Buy	+1,773	New	+$757K	0.17%	76
2025 Q1	–	Sell	-728	Closed	-$264K	–	136
2024 Q4	$264K	Sell	728 -181	-20%	-$70.2K	0.06%	123
2024 Q3	$356K	Hold	909	–	–	0.09%	114
2024 Q2	$303K	Buy	+909	New	+$315K	0.08%	109
2019 Q3	–	Sell	-2,823	Closed	-$385K	–	78
2019 Q2	$385K	Buy	2,823 +165	+6%	+$21.8K	0.3%	64
2019 Q1	$360K	Buy	+2,658	New	+$353K	0.31%	69

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

Clare Market Investments's CAT Position: Q1 2026 in Review

Clare Market Investments opened a new position in Caterpillar (CAT) in Q1 2026: 2,705 shares worth $1.92M. The stake represents 0.4% of the portfolio and ranks #42 among its holdings. This is a return to the name: Clare Market Investments previously reported a position in CAT as recently as Q3 2025.

Clare Market Investments first reported a position in CAT in Q1 2019 and has held it in 7 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Clare Market Investments held 2,705 shares of Caterpillar worth $1.92M as of Q1 2026.
Caterpillar was a new Clare Market Investments position in Q1 2026.
Caterpillar made up 0.4% of Clare Market Investments's portfolio in Q1 2026, its #42 holding.
Clare Market Investments first reported a position in Caterpillar in Q1 2019 and has held it in 7 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Clare Market Investments's 13F filing for Q1 2026, filed 29 Apr 2026.