EIG
CAT icon

Ellenbecker Investment Group’s Caterpillar CAT Stock Holding History

Ellenbecker Investment Group’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 		$3.56M Sell
5,030
-462
-8% -$320K 0.48% 22
2025
Q4 		$3.15M Buy
5,492
+4,689
+584% +$2.61M 0.44% 21
2025
Q3 		$383K Buy
803
+12
+2% +$5.12K 0.06% 84
2025
Q2 		$307K Sell
791
-51
-6% -$17K 0.05% 92
2025
Q1 		$278K Buy
842
+2
+0.2% +$712 0.05% 96
2024
Q4 		$305K Buy
840
+1
+0.1% +$388 0.05% 88
2024
Q3 		$328K Sell
839
-73
-8% -$25.2K 0.06% 82
2024
Q2 		$304K Sell
912
-51
-5% -$17.7K 0.06% 91
2024
Q1 		$353K Buy
963
+62
+7% +$19.8K 0.07% 78
2023
Q4 		$266K Buy
+901
New +$234K 0.06% 87

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

Ellenbecker Investment Group's CAT Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its Caterpillar (CAT) stake by 8.4% in Q1 2026, selling an estimated $320K and leaving 5,030 shares worth $3.56M. The position accounts for 0.48% of the portfolio, ranked #22.

Ellenbecker Investment Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ellenbecker Investment Group held 5,030 shares of Caterpillar worth $3.56M as of Q1 2026.
  • Ellenbecker Investment Group sold 462 Caterpillar shares in Q1 2026, an estimated $320K.
  • Caterpillar made up 0.48% of Ellenbecker Investment Group's portfolio in Q1 2026, its #22 holding.
  • Ellenbecker Investment Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.