CAM
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Cresset Asset Management’s Caterpillar CAT Stock Holding History

Cresset Asset 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
2023
Q3 		– Sell
-150,000
Closed -$36.9M – 1832
2023
Q2 		$36.9M Buy
+150,000
New +$33.4M 0.05% 120

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

Cresset Asset Management's CAT Position: Q1 2026 in Review

Cresset Asset Management increased its Caterpillar (CAT) stake by 0.76% in Q1 2026, buying an estimated $501K and bringing the position to 95,768 shares worth $67.8M. The position accounts for 0.29% of the portfolio, ranked #60.

Cresset Asset Management first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $69.4M in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cresset Asset Management held 95,768 shares of Caterpillar worth $67.8M as of Q1 2026.
  • Cresset Asset Management bought 724 Caterpillar shares in Q1 2026, an estimated $501K.
  • Caterpillar made up 0.29% of Cresset Asset Management's portfolio in Q1 2026, its #60 holding.
  • Cresset Asset Management first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Caterpillar position peaked at $69.4M in Q3 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.