EPM
CAT icon

Elm Partners Management’s Caterpillar CAT Stock Holding History

Elm Partners 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 		$503K Buy
754
+31
+4% +$21.5K 0.02% 98
2025
Q4 		$414K Buy
723
+30
+4% +$16.7K 0.02% 107
2025
Q3 		$331K Buy
+693
New +$296K 0.02% 115

Other funds holding CAT

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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

Elm Partners Management's CAT Position: Q1 2026 in Review

Elm Partners Management increased its Caterpillar (CAT) stake by 4.3% in Q1 2026, buying an estimated $21.5K and bringing the position to 754 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #98.

Elm Partners Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Elm Partners Management held 754 shares of Caterpillar worth $503K as of Q1 2026.
  • Elm Partners Management bought 31 Caterpillar shares in Q1 2026, an estimated $21.5K.
  • Caterpillar made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #98 holding.
  • Elm Partners Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.