Fairview Capital Investment Management’s Caterpillar CAT Stock Holding History

Fairview Capital 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	$2.52M	Hold	3,563	–	–	0.14%	80
2025 Q4	$2.04M	Sell	3,563 -72	-2%	-$40K	0.1%	77
2025 Q3	$1.73M	Hold	3,635	–	–	0.09%	80
2025 Q2	$1.41M	Sell	3,635 -25	-0.7%	-$8.33K	0.07%	83
2025 Q1	$1.21M	Buy	3,660 +400	+12%	+$142K	0.06%	85
2024 Q4	$1.18M	Sell	3,260 -138	-4%	-$53.5K	0.06%	84
2024 Q3	$1.33M	Sell	3,398 -30	-0.9%	-$10.4K	0.07%	84
2024 Q2	$1.14M	Sell	3,428 -100	-3%	-$34.7K	0.06%	86
2024 Q1	$1.29M	Sell	3,528 -100	-3%	-$32K	0.07%	88
2023 Q4	$1.07M	Sell	3,628 -40	-1%	-$10.4K	0.06%	85
2023 Q3	$1M	Hold	3,668	–	–	0.06%	86
2023 Q2	$903K	Hold	3,668	–	–	0.06%	88
2023 Q1	$839K	Sell	3,668 -400	-10%	-$96.7K	0.05%	90
2022 Q4	$975K	Sell	4,068 -44	-1%	-$9.58K	0.07%	88
2022 Q3	$674K	Hold	4,112	–	–	0.05%	86
2022 Q2	$735K	Hold	4,112	–	–	0.05%	86
2022 Q1	$916K	Hold	4,112	–	–	0.06%	79
2021 Q4	$850K	Sell	4,112 -80	-2%	-$16.1K	0.05%	82
2021 Q3	$804K	Buy	4,192 +28	+0.7%	+$5.83K	0.05%	81
2021 Q2	$906K	Hold	4,164	–	–	0.06%	78
2021 Q1	$965K	Sell	4,164 -771	-16%	-$160K	0.03%	108
2020 Q4	$898K	Sell	4,935 -456	-8%	-$77.3K	0.04%	97
2020 Q3	$804K	Hold	5,391	–	–	0.04%	95
2020 Q2	$681K	Hold	5,391	–	–	0.03%	94
2020 Q1	$625K	Hold	5,391	–	–	0.04%	94
2019 Q4	$796K	Sell	5,391 -69	-1%	-$9.63K	0.04%	95
2019 Q3	$689K	Hold	5,460	–	–	0.03%	100
2019 Q2	$744K	Hold	5,460	–	–	0.04%	98
2019 Q1	$739K	Sell	5,460 -100	-2%	-$13.3K	0.04%	97
2018 Q4	$706K	Sell	5,560 -80	-1%	-$10.4K	0.04%	93
2018 Q3	$860K	Hold	5,640	–	–	0.05%	80
2018 Q2	$765K	Hold	5,640	–	–	0.04%	75
2018 Q1	$831K	Sell	5,640 -300	-5%	-$47.4K	0.05%	74
2017 Q4	$936K	Sell	5,940 -194	-3%	-$26.9K	0.06%	70
2017 Q3	$765K	Buy	6,134 +900	+17%	+$104K	0.05%	72
2017 Q2	$562K	Hold	5,234	–	–	0.04%	77
2017 Q1	$486K	Hold	5,234	–	–	0.03%	70
2016 Q4	$485K	Hold	5,234	–	–	0.04%	70
2016 Q3	$465K	Hold	5,234	–	–	0.04%	65
2016 Q2	$397K	Hold	5,234	–	–	0.03%	64
2016 Q1	$401K	Hold	5,234	–	–	0.03%	65
2015 Q4	$356K	Hold	5,234	–	–	0.03%	63
2015 Q3	$342K	Sell	5,234 -1,100	-17%	-$84.1K	0.03%	59
2015 Q2	$537K	Hold	6,334	–	–	0.04%	56
2015 Q1	$507K	Hold	6,334	–	–	0.04%	60
2014 Q4	$580K	Sell	6,334 -107	-2%	-$10.4K	0.05%	62
2014 Q3	$638K	Hold	6,441	–	–	0.05%	59
2014 Q2	$700K	Hold	6,441	–	–	0.06%	62
2014 Q1	$640K	Hold	6,441	–	–	0.05%	60
2013 Q4	$585K	Sell	6,441 -112	-2%	-$9.56K	0.05%	60
2013 Q3	$547K	Hold	6,553	–	–	0.05%	58
2013 Q2	$541K	Buy	+6,553	New	+$557K	0.06%	58

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

Fairview Capital Investment Management's CAT Position: Q1 2026 in Review

Fairview Capital Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 3,563 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #80.

Fairview Capital Investment Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Fairview Capital Investment Management held 3,563 shares of Caterpillar worth $2.52M as of Q1 2026.
Fairview Capital Investment Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.14% of Fairview Capital Investment Management's portfolio in Q1 2026, its #80 holding.
Fairview Capital Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.