Financial Consulate’s Caterpillar CAT Stock Holding History

Financial Consulate’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	$1.6M	Buy	2,257 +44	+2%	+$30.5K	0.2%	35
2025 Q4	$1.27M	Buy	2,213 +22	+1%	+$12.2K	0.17%	40
2025 Q3	$1.05M	Buy	+2,191	New	+$935K	0.15%	50
2023 Q2	–	Sell	-2,100	Closed	-$481K	–	53
2023 Q1	$481K	Hold	2,100	–	–	0.17%	71
2022 Q4	$503K	Hold	2,100	–	–	0.18%	72
2022 Q3	$345K	Hold	2,100	–	–	0.15%	79
2022 Q2	$375K	Hold	2,100	–	–	0.18%	78
2022 Q1	$468K	Hold	2,100	–	–	0.18%	70
2021 Q4	$434K	Buy	2,100 +98	+5%	+$19.7K	0.15%	84
2021 Q3	$384K	Hold	2,002	–	–	0.14%	79
2021 Q2	$436K	Hold	2,002	–	–	0.16%	69
2021 Q1	$464K	Hold	2,002	–	–	0.19%	62
2020 Q4	$364K	Hold	2,002	–	–	0.16%	70
2020 Q3	$299K	Sell	2,002 -10	-0.5%	-$1.41K	0.14%	76
2020 Q2	$255K	Hold	2,012	–	–	0.13%	80
2020 Q1	$233K	Buy	+2,012	New	+$257K	0.14%	84

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

Financial Consulate's CAT Position: Q1 2026 in Review

Financial Consulate increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $30.5K and bringing the position to 2,257 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #35.

Financial Consulate first reported a position in CAT in Q1 2020 and has held it in 16 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Financial Consulate held 2,257 shares of Caterpillar worth $1.6M as of Q1 2026.
Financial Consulate bought 44 Caterpillar shares in Q1 2026, an estimated $30.5K.
Caterpillar made up 0.2% of Financial Consulate's portfolio in Q1 2026, its #35 holding.
Financial Consulate first reported a position in Caterpillar in Q1 2020 and has held it in 16 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.