CT
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Clearstead Trust’s Caterpillar CAT Stock Holding History

Clearstead Trust’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 		$1.67M Buy
2,358
+944
+67% +$654K 0.27% 55
2025
Q4 		$810K Sell
1,414
-81
-5% -$45K 0.13% 89
2025
Q3 		$713K Hold
1,495
– – 0.12% 91
2025
Q2 		$580K Sell
1,495
-212
-12% -$70.7K 0.11% 95
2025
Q1 		$563K Sell
1,707
-100
-6% -$35.6K 0.13% 90
2024
Q4 		$656K Sell
1,807
-321
-15% -$124K 0.14% 79
2024
Q3 		$832K Sell
2,128
-40
-2% -$13.8K 0.2% 68
2024
Q2 		$722K Hold
2,168
– – 0.18% 68
2024
Q1 		$794K Buy
2,168
+70
+3% +$22.4K 0.21% 66
2023
Q4 		$620K Buy
2,098
+100
+5% +$25.9K 0.17% 81
2023
Q3 		$545K Buy
1,998
+80
+4% +$21.7K 0.18% 75
2023
Q2 		$439K Sell
1,918
-4,780
-71% -$1.07M 0.14% 79
2023
Q1 		$1.53M Sell
6,698
-428
-6% -$103K 0.49% 39
2022
Q4 		$1.71M Buy
7,126
+428
+6% +$93.2K 0.57% 35
2022
Q3 		$1.1M Hold
6,698
– – 0.38% 44
2022
Q2 		$1.2M Hold
6,698
– – 0.91% 26
2022
Q1 		$1.49M Hold
6,698
– – 0.97% 26
2021
Q4 		$1.39M Hold
6,698
– – 0.82% 31
2021
Q3 		$1.28M Buy
6,698
+2,262
+51% +$471K 0.81% 33
2021
Q2 		$1.46M Sell
4,436
-2,262
-34% -$522K 0.95% 29
2021
Q1 		$1.55M Sell
6,698
-1,918
-22% -$397K 1.15% 27
2020
Q4 		$1.57M Buy
8,616
+1,918
+29% +$325K 0.93% 36
2020
Q3 		$999K Hold
6,698
– – 0.79% 33
2020
Q2 		$847K Hold
6,698
– – 0.71% 36
2020
Q1 		$778K Hold
6,698
– – 0.7% 35
2019
Q4 		$989K Hold
6,698
– – 0.72% 39
2019
Q3 		$846K Hold
6,698
– – 0.66% 42
2019
Q2 		$913K Hold
6,698
– – 0.73% 39
2019
Q1 		$908K Hold
6,698
– – 0.76% 38
2018
Q4 		$851K Hold
6,698
– – 0.79% 34
2018
Q3 		$1.02M Hold
6,698
– – 0.78% 35
2018
Q2 		$909K Hold
6,698
– – 0.81% 30
2018
Q1 		$987K Sell
6,698
-592
-8% -$93.5K 0.85% 41
2017
Q4 		$1.15M Sell
7,290
-4,800
-40% -$666K 0.79% 44
2017
Q3 		$1.51M Hold
12,090
– – 1.12% 31
2017
Q2 		$1.13M Buy
12,090
+1,680
+16% +$171K 0.89% 40
2017
Q1 		$966K Buy
10,410
+2,510
+32% +$238K 0.8% 45
2016
Q4 		$747K Buy
+7,900
New +$716K 0.67% 44

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

Clearstead Trust's CAT Position: Q1 2026 in Review

Clearstead Trust increased its Caterpillar (CAT) stake by 67% in Q1 2026, buying an estimated $654K and bringing the position to 2,358 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #55.

Clearstead Trust first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.71M in Q4 2022. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Clearstead Trust held 2,358 shares of Caterpillar worth $1.67M as of Q1 2026.
  • Clearstead Trust bought 944 Caterpillar shares in Q1 2026, an estimated $654K.
  • Caterpillar made up 0.27% of Clearstead Trust's portfolio in Q1 2026, its #55 holding.
  • Clearstead Trust first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Trust's Caterpillar position peaked at $1.71M in Q4 2022.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.