CFG
CAT icon

Compton Financial Group’s Caterpillar CAT Stock Holding History

Compton Financial Group’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 		$281K Buy
397
+11
+3% +$7.62K 0.06% 57
2025
Q4 		$221K Buy
+386
New +$215K 0.05% 56

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

Compton Financial Group's CAT Position: Q1 2026 in Review

Compton Financial Group increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $7.62K and bringing the position to 397 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #57.

Compton Financial Group first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Compton Financial Group held 397 shares of Caterpillar worth $281K as of Q1 2026.
  • Compton Financial Group bought 11 Caterpillar shares in Q1 2026, an estimated $7.62K.
  • Caterpillar made up 0.06% of Compton Financial Group's portfolio in Q1 2026, its #57 holding.
  • Compton Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.