Coyle Financial Counsel’s Caterpillar CAT Stock Holding History

Coyle Financial Counsel’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	$988K	Buy	1,394 +25	+2%	+$17.3K	0.21%	45
2025 Q4	$784K	Buy	1,369 +13	+1%	+$7.22K	0.17%	52
2025 Q3	$647K	Buy	1,356 +9	+0.7%	+$3.84K	0.15%	56
2025 Q2	$523K	Sell	1,347 -2	-0.1%	-$667	0.14%	57
2025 Q1	$445K	Buy	1,349 +1	+0.1%	+$356	0.14%	56
2024 Q4	$489K	Buy	1,348 +1	+0.1%	+$388	0.15%	55
2024 Q3	$449K	Hold	1,347	–	–	0.16%	52
2024 Q2	$494K	Hold	1,347	–	–	0.18%	50
2024 Q1	$494K	Hold	1,347	–	–	0.18%	50
2023 Q4	$398K	Buy	1,347 +7	+0.5%	+$1.82K	0.15%	51
2023 Q3	$366K	Hold	1,340	–	–	0.15%	50
2023 Q2	$330K	Hold	1,340	–	–	0.15%	51
2023 Q1	$307K	Hold	1,340	–	–	0.14%	50
2022 Q4	$321K	Hold	1,340	–	–	0.15%	50
2022 Q3	$220K	Hold	1,340	–	–	0.15%	56
2022 Q2	$240K	Hold	1,340	–	–	0.13%	58
2022 Q1	$299K	Hold	1,340	–	–	0.16%	60
2021 Q4	$277K	Hold	1,340	–	–	0.16%	62
2021 Q3	$257K	Hold	1,340	–	–	0.15%	60
2021 Q2	$292K	Hold	1,340	–	–	0.18%	50
2021 Q1	$311K	Hold	1,340	–	–	0.22%	47
2020 Q4	$244K	Buy	+1,340	New	+$227K	0.18%	53
2019 Q4	–	Sell	-1,831	Closed	-$231K	–	57
2019 Q3	$231K	Buy	1,831 +5	+0.3%	+$635	0.23%	52
2019 Q2	$249K	Buy	+1,826	New	+$241K	0.22%	52
2018 Q3	–	Sell	-66	Closed	-$9K	–	73
2018 Q2	$9K	Buy	+66	New	+$9.86K	0.01%	111

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

Coyle Financial Counsel's CAT Position: Q1 2026 in Review

Coyle Financial Counsel increased its Caterpillar (CAT) stake by 1.8% in Q1 2026, buying an estimated $17.3K and bringing the position to 1,394 shares worth $988K. The position accounts for 0.21% of the portfolio, ranked #45.

Coyle Financial Counsel first reported a position in CAT in Q2 2018 and has held it in 25 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Coyle Financial Counsel held 1,394 shares of Caterpillar worth $988K as of Q1 2026.
Coyle Financial Counsel bought 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
Caterpillar made up 0.21% of Coyle Financial Counsel's portfolio in Q1 2026, its #45 holding.
Coyle Financial Counsel first reported a position in Caterpillar in Q2 2018 and has held it in 25 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.