Estabrook Capital Management’s Caterpillar CAT Stock Holding History

Estabrook Capital 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	$14.2K	Hold	20	–	–	﹤0.01%	268
2025 Q4	$11.5K	Sell	20 -60	-75%	-$33.3K	﹤0.01%	266
2025 Q3	$38.2K	Sell	80 -30	-27%	-$12.8K	0.01%	202
2025 Q2	$42.7K	Sell	110 -90	-45%	-$30K	0.01%	193
2025 Q1	$66K	Hold	200	–	–	0.01%	172
2024 Q4	$72.6K	Hold	200	–	–	0.01%	167
2024 Q3	$78.2K	Hold	200	–	–	0.01%	173
2024 Q2	$66.6K	Hold	200	–	–	0.01%	182
2024 Q1	$73.3K	Hold	200	–	–	0.01%	183
2023 Q4	$59.1K	Hold	200	–	–	0.01%	191
2023 Q3	$54.6K	Sell	200 -100	-33%	-$27.1K	0.01%	190
2023 Q2	$73.8K	Hold	300	–	–	0.01%	179
2023 Q1	$68.7K	Hold	300	–	–	0.01%	189
2022 Q4	$71.9K	Hold	300	–	–	0.01%	189
2022 Q3	$49.2K	Hold	300	–	–	0.01%	204
2022 Q2	$53.6K	Hold	300	–	–	0.01%	205
2022 Q1	$66.8K	Hold	300	–	–	0.01%	206
2021 Q4	$62K	Hold	300	–	–	0.01%	218
2021 Q3	$57.6K	Hold	300	–	–	0.01%	187
2021 Q2	$65.3K	Sell	300 -200	-40%	-$46.2K	0.01%	190
2021 Q1	$116K	Hold	500	–	–	0.02%	161
2020 Q4	$91K	Hold	500	–	–	0.02%	165
2020 Q3	$74.6K	Hold	500	–	–	0.01%	165
2020 Q2	$63.3K	Hold	500	–	–	0.01%	175
2020 Q1	$58K	Hold	500	–	–	0.01%	173
2019 Q4	$73.8K	Hold	500	–	–	0.01%	183
2019 Q3	$63.2K	Hold	500	–	–	0.01%	187
2019 Q2	$68.1K	Hold	500	–	–	0.01%	183
2019 Q1	$67.7K	Hold	500	–	–	0.01%	179
2018 Q4	$63.5K	Hold	500	–	–	0.01%	180
2018 Q3	$76.2K	Hold	500	–	–	0.01%	183
2018 Q2	$67.8K	Sell	500 -1,400	-74%	-$209K	0.01%	190
2018 Q1	$280K	Hold	1,900	–	–	0.04%	117
2017 Q4	$299K	Hold	1,900	–	–	0.05%	118
2017 Q3	$237K	Hold	1,900	–	–	0.04%	129
2017 Q2	$204K	Sell	1,900 -450	-19%	-$45.7K	0.03%	137
2017 Q1	$218K	Hold	2,350	–	–	0.03%	134
2016 Q4	$218K	Sell	2,350 -200	-8%	-$18.1K	0.03%	135
2016 Q3	$226K	Hold	2,550	–	–	0.03%	135
2016 Q2	$193K	Hold	2,550	–	–	0.03%	134
2016 Q1	$195K	Hold	2,550	–	–	0.03%	133
2015 Q4	$173K	Sell	2,550 -400	-14%	-$28K	0.03%	143
2015 Q3	$193K	Sell	2,950 -1,960	-40%	-$150K	0.03%	147
2015 Q2	$416K	Sell	4,910 -7,930	-62%	-$682K	0.05%	111
2015 Q1	$1.03M	Sell	12,840 -6,670	-34%	-$554K	0.12%	88
2014 Q4	$1.79M	Sell	19,510 -810	-4%	-$78.8K	0.2%	65
2014 Q3	$2.01M	Sell	20,320 -792	-4%	-$84K	0.22%	62
2014 Q2	$2.29M	Sell	21,112 -11,070	-34%	-$1.16M	0.24%	63
2014 Q1	$3.2M	Sell	32,182 -610	-2%	-$57.5K	0.33%	56
2013 Q4	$2.98M	Sell	32,792 -930	-3%	-$79.4K	0.31%	58
2013 Q3	$2.81M	Sell	33,722 -5,636	-14%	-$477K	0.31%	59
2013 Q2	$3.25M	Buy	+39,358	New	+$3.35M	0.34%	57

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estabrook Capital Management's CAT Position: Q1 2026 in Review

Estabrook Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 20 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Estabrook Capital Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.25M in Q2 2013. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Estabrook Capital Management held 20 shares of Caterpillar worth $14.2K as of Q1 2026.
Estabrook Capital Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up ﹤0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #268 holding.
Estabrook Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's Caterpillar position peaked at $3.25M in Q2 2013.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.