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Edgestream Partners’s Caterpillar CAT Stock Holding History

Edgestream 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 		$1.67M Sell
2,360
-167
-7% -$116K 0.05% 540
2025
Q4 		$1.45M Sell
2,527
-5,919
-70% -$3.29M 0.04% 606
2025
Q3 		$4.03M Sell
8,446
-3,284
-28% -$1.4M 0.12% 329
2025
Q2 		$4.55M Sell
11,730
-6,866
-37% -$2.29M 0.13% 317
2025
Q1 		$6.13M Buy
18,596
+15,864
+581% +$5.65M 0.21% 172
2024
Q4 		$991K Sell
2,732
-1,484
-35% -$576K 0.04% 572
2024
Q3 		$1.65M Sell
4,216
-2,204
-34% -$761K 0.07% 455
2024
Q2 		$2.14M Sell
6,420
-15,492
-71% -$5.37M 0.1% 313
2024
Q1 		$8.03M Buy
21,912
+20,253
+1,221% +$6.47M 0.4% 22
2023
Q4 		$491K Sell
1,659
-439
-21% -$114K 0.04% 621
2023
Q3 		$573K Sell
2,098
-2,078
-50% -$564K 0.05% 562
2023
Q2 		$1.03M Sell
4,176
-7,660
-65% -$1.71M 0.09% 350
2023
Q1 		$2.71M Buy
11,836
+10,011
+549% +$2.42M 0.3% 82
2022
Q4 		$437K Sell
1,825
-1,172
-39% -$255K 0.05% 383
2022
Q3 		$492K Sell
2,997
-218
-7% -$39.8K 0.04% 343
2022
Q2 		$575K Sell
3,215
-2,110
-40% -$445K 0.05% 396
2022
Q1 		$1.19M Buy
5,325
+3,443
+183% +$722K 0.09% 304
2021
Q4 		$389K Sell
1,882
-13,361
-88% -$2.69M 0.02% 411
2021
Q3 		$2.93M Buy
15,243
+13,390
+723% +$2.79M 0.18% 190
2021
Q2 		$403K Sell
1,853
-31,373
-94% -$7.25M 0.02% 369
2021
Q1 		$7.7M Sell
33,226
-49,581
-60% -$10.3M 0.43% 66
2020
Q4 		$15.1M Buy
82,807
+78,704
+1,918% +$13.3M 0.76% 30
2020
Q3 		$612K Buy
+4,103
New +$576K 0.04% 250
2020
Q2 		– Sell
-14,483
Closed -$1.68M – 299
2020
Q1 		$1.68M Buy
14,483
+12,673
+700% +$1.62M 0.16% 156
2019
Q4 		$267K Sell
1,810
-40,908
-96% -$5.71M 0.01% 296
2019
Q3 		$5.4M Buy
42,718
+18,767
+78% +$2.38M 0.52% 68
2019
Q2 		$3.26M Buy
23,951
+10,542
+79% +$1.39M 0.37% 91
2019
Q1 		$1.82M Buy
+13,409
New +$1.78M 0.27% 101

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

Edgestream Partners's CAT Position: Q1 2026 in Review

Edgestream Partners reduced its Caterpillar (CAT) stake by 6.6% in Q1 2026, selling an estimated $116K and leaving 2,360 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #540.

Edgestream Partners first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. The position peaked at $15.1M in Q4 2020. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Edgestream Partners held 2,360 shares of Caterpillar worth $1.67M as of Q1 2026.
  • Edgestream Partners sold 167 Caterpillar shares in Q1 2026, an estimated $116K.
  • Caterpillar made up 0.05% of Edgestream Partners's portfolio in Q1 2026, its #540 holding.
  • Edgestream Partners first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • Edgestream Partners's Caterpillar position peaked at $15.1M in Q4 2020.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.