Clarkston Capital Partners’s Caterpillar CAT Stock Holding History

Clarkston Capital Partners’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	–	Sell	-350	Closed	-$201K	–	116
2025 Q4	$201K	Buy	+350	New	+$195K	﹤0.01%	176
2017 Q1	–	Sell	-20,900	Closed	-$1.94M	–	103
2016 Q4	$1.94M	Hold	20,900	–	–	0.09%	58
2016 Q3	$1.85M	Buy	20,900 +500	+2%	+$40.9K	0.09%	59
2016 Q2	$1.55M	Sell	20,400 -195	-0.9%	-$14.6K	0.08%	61
2016 Q1	$1.58M	Buy	20,595 +11,645	+130%	+$781K	0.09%	63
2015 Q4	$608K	Sell	8,950 -540	-6%	-$37.8K	0.04%	88
2015 Q3	$620K	Buy	+9,490	New	+$726K	0.06%	93
2015 Q1	–	Sell	-3,254	Closed	-$298K	–	141
2014 Q4	$298K	Sell	3,254 -2,350	-42%	-$229K	0.05%	164
2014 Q3	$555K	Buy	5,604 +196	+4%	+$20.8K	0.1%	103
2014 Q2	$588K	Buy	5,408 +275	+5%	+$28.9K	0.11%	101
2014 Q1	$510K	Buy	5,133 +1,365	+36%	+$129K	0.1%	107
2013 Q4	$342K	Buy	+3,768	New	+$322K	0.13%	86
2013 Q3	–	Sell	-5,258	Closed	-$434K	–	97
2013 Q2	$434K	Buy	+5,258	New	+$447K	0.24%	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

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

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return