Family Capital Management’s Caterpillar CAT Stock Holding History

Family Capital 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	$782K	Sell	1,104 -383	-26%	-$265K	0.35%	49
2025 Q4	$852K	Buy	1,487 +335	+29%	+$186K	0.38%	50
2025 Q3	$550K	Buy	1,152 +144	+14%	+$61.5K	0.26%	59
2025 Q2	$391K	Buy	1,008 +192	+24%	+$64K	0.21%	67
2025 Q1	$269K	Buy	816 +102	+14%	+$36.3K	0.17%	62
2024 Q4	$259K	Buy	714 +168	+31%	+$65.2K	0.16%	61
2024 Q3	$214K	Buy	+546	New	+$189K	0.14%	65
2024 Q2	–	Sell	-561	Closed	-$206K	–	69
2024 Q1	$206K	Buy	+561	New	+$179K	0.14%	69

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

Family Capital Management's CAT Position: Q1 2026 in Review

Family Capital Management reduced its Caterpillar (CAT) stake by 26% in Q1 2026, selling an estimated $265K and leaving 1,104 shares worth $782K. The position accounts for 0.35% of the portfolio, ranked #49.

Family Capital Management first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $852K in Q4 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Family Capital Management held 1,104 shares of Caterpillar worth $782K as of Q1 2026.
Family Capital Management sold 383 Caterpillar shares in Q1 2026, an estimated $265K.
Caterpillar made up 0.35% of Family Capital Management's portfolio in Q1 2026, its #49 holding.
Family Capital Management first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
Family Capital Management's Caterpillar position peaked at $852K in Q4 2025.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.