FC
CAT icon

Fairscale Capital’s Caterpillar CAT Stock Holding History

Fairscale Capital’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 		$179K Hold
253
– – 0.12% 104
2025
Q4 		$145K Hold
253
– – 0.1% 115
2025
Q3 		$121K Hold
253
– – 0.08% 129
2025
Q2 		$111K Buy
253
+154
+156% +$51.3K 0.08% 130
2025
Q1 		$32.6K Hold
99
– – 0.03% 180
2024
Q4 		$35.9K Hold
99
– – 0.03% 172
2024
Q3 		$38.7K Hold
99
– – 0.03% 172
2024
Q2 		$35.7K Buy
+99
New +$34.3K 0.03% 177

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

Fairscale Capital's CAT Position: Q1 2026 in Review

Fairscale Capital held its Caterpillar (CAT) position steady in Q1 2026 at 253 shares worth $179K. The position accounts for 0.12% of the portfolio, ranked #104.

Fairscale Capital first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fairscale Capital held 253 shares of Caterpillar worth $179K as of Q1 2026.
  • Fairscale Capital left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.12% of Fairscale Capital's portfolio in Q1 2026, its #104 holding.
  • Fairscale Capital first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.