CCP
CAT icon

Cushing Capital Partners’s Caterpillar CAT Stock Holding History

Cushing Capital Partners’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 		$317K Buy
447
+1
+0.2% +$693 0.24% 82
2025
Q4 		$256K Sell
446
-152
-25% -$84.5K 0.19% 80
2025
Q3 		$285K Buy
598
+2
+0.3% +$854 0.22% 73
2025
Q2 		$231K Buy
+596
New +$199K 0.2% 80
2025
Q1 		– Sell
-591
Closed -$214K – 89
2024
Q4 		$214K Buy
+591
New +$229K 0.21% 71

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

Cushing Capital Partners's CAT Position: Q1 2026 in Review

Cushing Capital Partners increased its Caterpillar (CAT) stake by 0.22% in Q1 2026, buying an estimated $693 and bringing the position to 447 shares worth $317K. The position accounts for 0.24% of the portfolio, ranked #82.

Cushing Capital Partners first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cushing Capital Partners held 447 shares of Caterpillar worth $317K as of Q1 2026.
  • Cushing Capital Partners bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.24% of Cushing Capital Partners's portfolio in Q1 2026, its #82 holding.
  • Cushing Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cushing Capital Partners's 13F filing for Q1 2026, filed 20 Apr 2026.