CFS
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Compass Financial Services’s Caterpillar CAT Stock Holding History

Compass Financial Services’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
-95
Closed -$54.3K – 82
2025
Q4 		$54.3K Hold
95
– – 0.02% 91
2025
Q3 		$45.1K Buy
95
+1
+1% +$427 0.02% 108
2025
Q2 		$36.6K Hold
94
– – 0.02% 114
2025
Q1 		$31K Buy
94
+31
+49% +$11K 0.02% 112
2024
Q4 		$22.8K Buy
+63
New +$24.4K 0.01% 99

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

Compass Financial Services's CAT Position: Q1 2026 in Review

Compass Financial Services sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 95 shares — an estimated $54.3K sold.

Compass Financial Services first reported a position in CAT in Q4 2024 and held it in 5 quarters. The position peaked at $54.3K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Compass Financial Services reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 95 Caterpillar shares in Q1 2026, an estimated $54.3K.
  • Compass Financial Services first reported a position in Caterpillar in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Caterpillar position peaked at $54.3K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.