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
2026 Q1	$131K	Hold	5,500	–	–	﹤0.01%	1518
2025 Q4	$3.15M	Buy	+5,500	New	+$3.06M	0.01%	462
2024 Q4	–	Sell	-9,800	Closed	-$3.83M	–	1828
2024 Q3	$3.83M	Sell	9,800 -1,000	-9%	-$345K	0.01%	525
2024 Q2	$3.6M	Hold	10,800	–	–	0.02%	504
2024 Q1	$3.96M	Hold	10,800	–	–	0.02%	421
2023 Q4	$3.19M	Sell	10,800 -1,765,200	-99%	-$458M	0.02%	425
2023 Q3	$485M	Buy	+1,776,000	New	+$482M	1.87%	6

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

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. 3,733 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.
3,733 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.