FMN
CAT icon

Financial Management Network’s Caterpillar CAT Stock Holding History

Financial Management Network’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 		$3.13M Buy
3,972
+35
+0.9% +$24.2K 0.48% 45
2025
Q4 		$2.36M Buy
3,937
+5
+0.1% +$2.78K 0.37% 54
2025
Q3 		$1.95M Buy
3,932
+643
+20% +$275K 0.32% 59
2025
Q2 		$1.31M Buy
3,289
+346
+12% +$115K 0.23% 67
2025
Q1 		$824K Buy
2,943
+2
+0.1% +$712 0.19% 76
2024
Q4 		$1.07M Buy
2,941
+2
+0.1% +$776 0.22% 68
2024
Q3 		$1.17M Buy
2,939
+2
+0.1% +$691 0.24% 72
2024
Q2 		$964K Buy
2,937
+201
+7% +$69.7K 0.23% 71
2024
Q1 		$1.01M Sell
2,736
-131
-5% -$41.9K 0.26% 64
2023
Q4 		$828K Buy
2,867
+3
+0.1% +$778 0.24% 64
2023
Q3 		$759K Sell
2,864
-63
-2% -$17.1K 0.25% 65
2023
Q2 		$724K Buy
2,927
+3
+0.1% +$669 0.25% 71
2023
Q1 		$636K Sell
2,924
-32
-1% -$7.74K 0.26% 64
2022
Q4 		$713K Buy
2,956
+3
+0.1% +$653 0.32% 63
2022
Q3 		$530K Buy
2,953
+37
+1% +$6.76K 0.26% 76
2022
Q2 		$520K Sell
2,916
-263
-8% -$55.4K 0.28% 72
2022
Q1 		$702K Buy
3,179
+3
+0.1% +$629 0.36% 54
2021
Q4 		$693K Buy
3,176
+2
+0.1% +$403 0.32% 66
2021
Q3 		$613K Sell
3,174
-44
-1% -$9.16K 0.31% 66
2021
Q2 		$701K Sell
3,218
-33
-1% -$7.62K 0.36% 61
2021
Q1 		$742K Buy
3,251
+97
+3% +$20.1K 0.38% 55
2020
Q4 		$607K Buy
+3,154
New +$535K 0.37% 56

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 Management Network's CAT Position: Q1 2026 in Review

Financial Management Network increased its Caterpillar (CAT) stake by 0.89% in Q1 2026, buying an estimated $24.2K and bringing the position to 3,972 shares worth $3.13M. The position accounts for 0.48% of the portfolio, ranked #45.

Financial Management Network first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Management Network held 3,972 shares of Caterpillar worth $3.13M as of Q1 2026.
  • Financial Management Network bought 35 Caterpillar shares in Q1 2026, an estimated $24.2K.
  • Caterpillar made up 0.48% of Financial Management Network's portfolio in Q1 2026, its #45 holding.
  • Financial Management Network first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.