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Financial Insights’s Caterpillar CAT Stock Holding History

Financial Insights’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 		$375K Buy
529
+1
+0.2% +$693 0.12% 95
2025
Q4 		$303K Buy
528
+11
+2% +$6.11K 0.1% 97
2025
Q3 		$247K Buy
517
+1
+0.2% +$427 0.08% 112
2025
Q2 		$200K Buy
+516
New +$172K 0.07% 125
2021
Q3 		– Sell
-389
Closed -$847K – 96
2021
Q2 		$847K Buy
+389
New +$89.8K 0.07% 123

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 Insights's CAT Position: Q1 2026 in Review

Financial Insights increased its Caterpillar (CAT) stake by 0.19% in Q1 2026, buying an estimated $693 and bringing the position to 529 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #95.

Financial Insights first reported a position in CAT in Q2 2021 and has held it in 5 quarters since. The position peaked at $847K in Q2 2021. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Insights held 529 shares of Caterpillar worth $375K as of Q1 2026.
  • Financial Insights bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.12% of Financial Insights's portfolio in Q1 2026, its #95 holding.
  • Financial Insights first reported a position in Caterpillar in Q2 2021 and has held it in 5 quarters since.
  • Financial Insights's Caterpillar position peaked at $847K in Q2 2021.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.