Cullen Capital Management’s Caterpillar CAT Stock Holding History

Cullen Capital 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	–	Sell	-869	Closed	-$498K	–	217
2025 Q4	$498K	Hold	869	–	–	0.01%	172
2025 Q3	$415K	Hold	869	–	–	﹤0.01%	175
2025 Q2	$337K	Hold	869	–	–	﹤0.01%	180
2025 Q1	$287K	Hold	869	–	–	﹤0.01%	184
2024 Q4	$315K	Sell	869 -31	-3%	-$12K	﹤0.01%	193
2024 Q3	$352K	Hold	900	–	–	﹤0.01%	184
2024 Q2	$300K	Hold	900	–	–	﹤0.01%	187
2024 Q1	$330K	Hold	900	–	–	﹤0.01%	172
2023 Q4	$266K	Hold	900	–	–	﹤0.01%	193
2023 Q3	$246K	Hold	900	–	–	﹤0.01%	188
2023 Q2	$221K	Hold	900	–	–	﹤0.01%	273
2023 Q1	$206K	Hold	900	–	–	﹤0.01%	256
2022 Q4	$216K	Buy	+900	New	+$196K	﹤0.01%	192
2022 Q2	–	Sell	-900	Closed	-$201K	–	282
2022 Q1	$201K	Buy	+900	New	+$189K	﹤0.01%	259
2021 Q2	–	Sell	-900	Closed	-$209K	–	276
2021 Q1	$209K	Buy	+900	New	+$186K	﹤0.01%	251

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cullen Capital Management's CAT Position: Q1 2026 in Review

Cullen Capital Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 869 shares — an estimated $498K sold.

Cullen Capital Management first reported a position in CAT in Q1 2021 and held it in 15 quarters. The position peaked at $498K in Q4 2025. 3,767 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Cullen Capital Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Cullen Capital Management sold 869 Caterpillar shares in Q1 2026, an estimated $498K.
Cullen Capital Management first reported a position in Caterpillar in Q1 2021 and held it in 15 quarters.
Cullen Capital Management's Caterpillar position peaked at $498K in Q4 2025.
3,767 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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