Connors Investor Services’s Caterpillar CAT Stock Holding History

Connors Investor 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	$11.4M	Sell	16,151 -9,307	-37%	-$6.45M	1.06%	40
2025 Q4	$14.6M	Sell	25,458 -2,239	-8%	-$1.24M	1.26%	33
2025 Q3	$13.2M	Buy	+27,697	New	+$11.8M	1.13%	40
2015 Q3	–	Sell	-28,775	Closed	-$2.44M	–	157
2015 Q2	$2.44M	Buy	28,775 +2,910	+11%	+$250K	0.51%	67
2015 Q1	$2.07M	Buy	25,865 +2,355	+10%	+$196K	0.45%	71
2014 Q4	$2.15M	Buy	23,510 +1,160	+5%	+$113K	0.49%	72
2014 Q3	$2.21M	Buy	22,350 +4,060	+22%	+$430K	0.54%	66
2014 Q2	$1.99M	Sell	18,290 -9,180	-33%	-$964K	0.47%	78
2014 Q1	$2.73M	Buy	27,470 +960	+4%	+$90.5K	0.66%	58
2013 Q4	$2.41M	Buy	26,510 +2,365	+10%	+$202K	0.6%	64
2013 Q3	$2.01M	Buy	24,145 +6,460	+37%	+$546K	0.57%	71
2013 Q2	$1.46M	Buy	+17,685	New	+$1.5M	0.47%	82

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connors Investor Services's CAT Position: Q1 2026 in Review

Connors Investor Services reduced its Caterpillar (CAT) stake by 37% in Q1 2026, selling an estimated $6.45M and leaving 16,151 shares worth $11.4M. The position accounts for 1.06% of the portfolio, ranked #40.

Connors Investor Services first reported a position in CAT in Q2 2013 and has held it in 12 quarters since. The position peaked at $14.6M in Q4 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Connors Investor Services held 16,151 shares of Caterpillar worth $11.4M as of Q1 2026.
Connors Investor Services sold 9,307 Caterpillar shares in Q1 2026, an estimated $6.45M.
Caterpillar made up 1.06% of Connors Investor Services's portfolio in Q1 2026, its #40 holding.
Connors Investor Services first reported a position in Caterpillar in Q2 2013 and has held it in 12 quarters since.
Connors Investor Services's Caterpillar position peaked at $14.6M in Q4 2025.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.