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Edgemoor Investment Advisors’s Caterpillar CAT Stock Holding History

Edgemoor Investment Advisors’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 		$314K Hold
443
– – 0.02% 142
2025
Q4 		$254K Sell
443
-100
-18% -$55.6K 0.02% 157
2025
Q3 		$259K Buy
+543
New +$232K 0.02% 165

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

Edgemoor Investment Advisors's CAT Position: Q1 2026 in Review

Edgemoor Investment Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 443 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #142.

Edgemoor Investment Advisors first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Edgemoor Investment Advisors held 443 shares of Caterpillar worth $314K as of Q1 2026.
  • Edgemoor Investment Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #142 holding.
  • Edgemoor Investment Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.