FC
CAT icon

Financial Council’s Caterpillar CAT Stock Holding History

Financial Council’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 		$602K Hold
850
– – 0.23% 45
2025
Q4 		$487K Sell
850
-13
-2% -$7.22K 0.19% 51
2025
Q3 		$412K Buy
863
+13
+2% +$5.55K 0.18% 56
2025
Q2 		$330K Hold
850
– – 0.16% 61
2025
Q1 		$280K Hold
850
– – 0.15% 66
2024
Q4 		$308K Hold
850
– – 0.16% 62
2024
Q3 		$332K Hold
850
– – 0.17% 60
2024
Q2 		$283K Buy
850
+280
+49% +$97.1K 0.16% 66
2024
Q1 		$209K Buy
+570
New +$182K 0.12% 79

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

Financial Council's CAT Position: Q1 2026 in Review

Financial Council held its Caterpillar (CAT) position steady in Q1 2026 at 850 shares worth $602K. The position accounts for 0.23% of the portfolio, ranked #45.

Financial Council first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Council held 850 shares of Caterpillar worth $602K as of Q1 2026.
  • Financial Council left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.23% of Financial Council's portfolio in Q1 2026, its #45 holding.
  • Financial Council first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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