CF
CAT icon

Claris Financial’s Caterpillar CAT Stock Holding History

Claris Financial’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 		$1.42M Sell
2,000
-9
-0.4% -$6.23K 0.78% 27
2025
Q4 		$1.15M Buy
2,009
+47
+2% +$26.1K 0.61% 42
2025
Q3 		$936K Buy
1,962
+308
+19% +$131K 0.53% 47
2025
Q2 		$642K Buy
1,654
+492
+42% +$164K 0.48% 61
2025
Q1 		$422K Hold
1,162
– – 0.28% 82
2024
Q4 		$422K Buy
+1,162
New +$451K 0.28% 82

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

Claris Financial's CAT Position: Q1 2026 in Review

Claris Financial reduced its Caterpillar (CAT) stake by 0.45% in Q1 2026, selling an estimated $6.23K and leaving 2,000 shares worth $1.42M. The position accounts for 0.78% of the portfolio, ranked #27.

Claris Financial first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Claris Financial held 2,000 shares of Caterpillar worth $1.42M as of Q1 2026.
  • Claris Financial sold 9 Caterpillar shares in Q1 2026, an estimated $6.23K.
  • Caterpillar made up 0.78% of Claris Financial's portfolio in Q1 2026, its #27 holding.
  • Claris Financial first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.