CFS
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Coordinated Financial Services’s Caterpillar CAT Stock Holding History

Coordinated 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 		$303K Sell
428
-22
-5% -$15.2K 0.17% 143
2025
Q4 		$258K Sell
450
-15
-3% -$8.34K 0.15% 150
2025
Q3 		$222K Buy
+465
New +$199K 0.14% 145
2025
Q2 		– Sell
-646
Closed -$213K – 150
2025
Q1 		$213K Buy
646
+1
+0.2% +$356 0.16% 133
2024
Q4 		$234K Buy
+645
New +$250K 0.18% 124
2024
Q2 		$219K Hold
657
– – 0.19% 123
2024
Q1 		$241K Buy
+657
New +$210K 0.21% 111

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

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

Coordinated Financial Services reduced its Caterpillar (CAT) stake by 4.9% in Q1 2026, selling an estimated $15.2K and leaving 428 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #143.

Coordinated Financial Services first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Coordinated Financial Services held 428 shares of Caterpillar worth $303K as of Q1 2026.
  • Coordinated Financial Services sold 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.17% of Coordinated Financial Services's portfolio in Q1 2026, its #143 holding.
  • Coordinated Financial Services first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.