CPM
CAT icon

Connective Portfolio Management’s Caterpillar CAT Stock Holding History

Connective Portfolio Management’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
-1,000
Closed -$573K – 29
2025
Q4 		$573K Sell
1,000
-1,000
-50% -$556K 1.03% 32
2025
Q3 		$943K Buy
+2,000
New +$854K 1.67% 26

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

Connective Portfolio Management's CAT Position: Q1 2026 in Review

Connective Portfolio Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,000 shares — an estimated $573K sold.

Connective Portfolio Management first reported a position in CAT in Q3 2025 and held it in 2 quarters. The position peaked at $943K in Q3 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Connective Portfolio Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Connective Portfolio Management sold 1,000 Caterpillar shares in Q1 2026, an estimated $573K.
  • Connective Portfolio Management first reported a position in Caterpillar in Q3 2025 and held it in 2 quarters.
  • Connective Portfolio Management's Caterpillar position peaked at $943K in Q3 2025.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Connective Portfolio Management's 13F filing for Q1 2026, filed 16 Apr 2026.