EI
CAT icon

Ethic Inc’s Caterpillar CAT Stock Holding History

Ethic Inc’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 		$39.8M Sell
56,155
-3,051
-5% -$2.11M 0.62% 16
2025
Q4 		$33.9M Buy
59,206
+1,382
+2% +$768K 0.52% 21
2025
Q3 		$27.6M Sell
57,824
-432
-0.7% -$184K 0.45% 24
2025
Q2 		$22.4M Buy
58,256
+2,152
+4% +$717K 0.4% 34
2025
Q1 		$18.5M Sell
56,104
-995
-2% -$354K 0.38% 41
2024
Q4 		$20.7M Buy
57,099
+12,388
+28% +$4.8M 0.42% 34
2024
Q3 		$16.4M Sell
44,711
-4,567
-9% -$1.58M 0.41% 34
2024
Q2 		$16.4M Buy
49,278
+4,567
+10% +$1.58M 0.38% 40
2024
Q1 		$16.4M Buy
44,711
+1,196
+3% +$382K 0.41% 34
2023
Q4 		$12.9M Buy
43,515
+2,204
+5% +$572K 0.38% 38
2023
Q3 		$11.3M Buy
41,311
+3,524
+9% +$956K 0.4% 36
2023
Q2 		$9.3M Sell
37,787
-290
-0.8% -$64.7K 0.34% 47
2023
Q1 		$8.71M Buy
38,077
+9,806
+35% +$2.37M 0.35% 50
2022
Q4 		$6.77M Buy
28,271
+13,845
+96% +$3.01M 0.37% 51
2022
Q3 		$2.37M Buy
14,426
+2,942
+26% +$537K 0.16% 165
2022
Q2 		$2.05M Sell
11,484
-9,744
-46% -$2.05M 0.14% 177
2022
Q1 		$4.73M Buy
21,228
+3,991
+23% +$837K 0.33% 69
2021
Q4 		$3.56M Buy
17,237
+7,415
+75% +$1.49M 0.27% 83
2021
Q3 		$1.89M Buy
9,822
+5,179
+112% +$1.08M 0.19% 133
2021
Q2 		$1.01M Sell
4,643
-1,116
-19% -$258K 0.12% 206
2021
Q1 		$1.33M Buy
5,759
+856
+17% +$177K 0.24% 104
2020
Q4 		$892K Buy
4,903
+1,502
+44% +$255K 0.24% 105
2020
Q3 		$507K Buy
3,401
+685
+25% +$96.2K 0.19% 129
2020
Q2 		$344K Buy
2,716
+220
+9% +$26.1K 0.2% 148
2020
Q1 		$290K Buy
2,496
+525
+27% +$67.1K 0.24% 134
2019
Q4 		$291K Buy
+1,971
New +$275K 0.21% 159

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

Ethic Inc's CAT Position: Q1 2026 in Review

Ethic Inc reduced its Caterpillar (CAT) stake by 5.2% in Q1 2026, selling an estimated $2.11M and leaving 56,155 shares worth $39.8M. The position accounts for 0.62% of the portfolio, ranked #16.

Ethic Inc first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ethic Inc held 56,155 shares of Caterpillar worth $39.8M as of Q1 2026.
  • Ethic Inc sold 3,051 Caterpillar shares in Q1 2026, an estimated $2.11M.
  • Caterpillar made up 0.62% of Ethic Inc's portfolio in Q1 2026, its #16 holding.
  • Ethic Inc first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.