CCP
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarkston Capital Partners's CAT Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 350 shares — an estimated $201K sold.

Clarkston Capital Partners first reported a position in CAT in Q2 2013 and held it in 13 quarters. The position peaked at $1.94M in Q4 2016. 3,767 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Clarkston Capital Partners reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Clarkston Capital Partners sold 350 Caterpillar shares in Q1 2026, an estimated $201K.
  • Clarkston Capital Partners first reported a position in Caterpillar in Q2 2013 and held it in 13 quarters.
  • Clarkston Capital Partners's Caterpillar position peaked at $1.94M in Q4 2016.
  • 3,767 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.