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F.L. Putnam Investment Management’s Caterpillar CAT Stock Holding History

F.L. Putnam Investment 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 		$13.4M Buy
18,894
+648
+4% +$449K 0.2% 95
2025
Q4 		$10.5M Buy
18,246
+1,665
+10% +$925K 0.15% 117
2025
Q3 		$7.91M Buy
16,581
+328
+2% +$140K 0.12% 135
2025
Q2 		$6.31M Sell
16,253
-270
-2% -$90K 0.11% 146
2025
Q1 		$5.45M Buy
16,523
+195
+1% +$69.5K 0.1% 147
2024
Q4 		$5.92M Buy
16,328
+600
+4% +$233K 0.11% 146
2024
Q3 		$6.15M Buy
15,728
+505
+3% +$174K 0.11% 150
2024
Q2 		$5.07M Buy
15,223
+10,717
+238% +$3.72M 0.1% 157
2024
Q1 		$1.65M Buy
4,506
+401
+10% +$128K 0.04% 219
2023
Q4 		$1.21M Sell
4,105
-508
-11% -$132K 0.03% 242
2023
Q3 		$1.26M Buy
4,613
+17
+0.4% +$4.61K 0.03% 247
2023
Q2 		$1.13M Buy
4,596
+254
+6% +$56.6K 0.03% 263
2023
Q1 		$994K Buy
4,342
+84
+2% +$20.3K 0.03% 233
2022
Q4 		$1.02M Buy
4,258
+16
+0.4% +$3.48K 0.04% 224
2022
Q3 		$696K Sell
4,242
-1,459
-26% -$267K 0.03% 243
2022
Q2 		$1.02M Buy
5,701
+1,978
+53% +$417K 0.04% 229
2022
Q1 		$829K Buy
3,723
+107
+3% +$22.4K 0.03% 238
2021
Q4 		$747K Sell
3,616
-58
-2% -$11.7K 0.02% 256
2021
Q3 		$705K Sell
3,674
-829
-18% -$173K 0.02% 246
2021
Q2 		$980K Buy
4,503
+200
+5% +$46.2K 0.03% 221
2021
Q1 		$998K Buy
4,303
+307
+8% +$63.6K 0.04% 192
2020
Q4 		$727K Buy
3,996
+1,000
+33% +$170K 0.03% 201
2020
Q3 		$447K Buy
2,996
+550
+22% +$77.3K 0.02% 214
2020
Q2 		$309K Sell
2,446
-147
-6% -$17.4K 0.02% 246
2020
Q1 		$301K Buy
2,593
+205
+9% +$26.2K 0.02% 233
2019
Q4 		$353K Buy
2,388
+267
+13% +$37.3K 0.02% 248
2019
Q3 		$268K Buy
2,121
+1,101
+108% +$140K 0.02% 252
2019
Q2 		$139K Buy
+1,020
New +$135K 0.01% 236
2018
Q3 		– Sell
-10,976
Closed -$1.49M – 221
2018
Q2 		$1.49M Buy
+10,976
New +$1.64M 0.14% 122

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

F.L. Putnam Investment Management's CAT Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its Caterpillar (CAT) stake by 3.6% in Q1 2026, buying an estimated $449K and bringing the position to 18,894 shares worth $13.4M. The position accounts for 0.2% of the portfolio, ranked #95.

F.L. Putnam Investment Management first reported a position in CAT in Q2 2018 and has held it in 29 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • F.L. Putnam Investment Management held 18,894 shares of Caterpillar worth $13.4M as of Q1 2026.
  • F.L. Putnam Investment Management bought 648 Caterpillar shares in Q1 2026, an estimated $449K.
  • Caterpillar made up 0.2% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #95 holding.
  • F.L. Putnam Investment Management first reported a position in Caterpillar in Q2 2018 and has held it in 29 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.