F/M Investments’s Caterpillar CAT Stock Holding History

F/M Investments’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	$11.9M	Sell	16,856 -3,311	-16%	-$2.29M	0.79%	32
2025 Q4	$11.6M	Sell	20,167 -1,553	-7%	-$863K	0.44%	46
2025 Q3	$10.4M	Sell	21,720 -173	-0.8%	-$73.9K	0.4%	57
2025 Q2	$8.5M	Sell	21,893 -15,592	-42%	-$5.2M	0.31%	69
2025 Q1	$12.4M	Sell	37,485 -1,674	-4%	-$596K	0.49%	43
2024 Q4	$14.2M	Buy	39,159 +7,595	+24%	+$2.95M	0.52%	36
2024 Q3	$12.3M	Sell	31,564 -1,344	-4%	-$464K	0.39%	74
2024 Q2	$11M	Buy	+32,908	New	+$11.4M	0.4%	78
2021 Q2	–	Sell	-9,647	Closed	-$2.24M	–	71
2021 Q1	$2.24M	Buy	+9,647	New	+$2M	1.77%	17

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

F/M Investments's CAT Position: Q1 2026 in Review

F/M Investments reduced its Caterpillar (CAT) stake by 16% in Q1 2026, selling an estimated $2.29M and leaving 16,856 shares worth $11.9M. The position accounts for 0.79% of the portfolio, ranked #32.

F/M Investments first reported a position in CAT in Q1 2021 and has held it in 9 quarters since. The position peaked at $14.2M in Q4 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

F/M Investments held 16,856 shares of Caterpillar worth $11.9M as of Q1 2026.
F/M Investments sold 3,311 Caterpillar shares in Q1 2026, an estimated $2.29M.
Caterpillar made up 0.79% of F/M Investments's portfolio in Q1 2026, its #32 holding.
F/M Investments first reported a position in Caterpillar in Q1 2021 and has held it in 9 quarters since.
F/M Investments's Caterpillar position peaked at $14.2M in Q4 2024.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.