FP
CAT icon

Financial Perspectives’s Caterpillar CAT Stock Holding History

Financial Perspectives’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 		$459K Hold
648
– – 0.13% 102
2025
Q4 		$371K Sell
648
-500
-44% -$278K 0.1% 115
2025
Q3 		$548K Buy
1,148
+100
+10% +$42.7K 0.15% 84
2025
Q2 		$407K Hold
1,048
– – 0.12% 103
2025
Q1 		$346K Hold
1,048
– – 0.12% 101
2024
Q4 		$380K Hold
1,048
– – 0.13% 95
2024
Q3 		$410K Hold
1,048
– – 0.14% 92
2024
Q2 		$349K Hold
1,048
– – 0.13% 95
2024
Q1 		$384K Hold
1,048
– – 0.15% 86
2023
Q4 		$310K Buy
1,048
+43
+4% +$11.2K 0.13% 103
2023
Q3 		$274K Buy
1,005
+25
+3% +$6.78K 0.13% 97
2023
Q2 		$241K Hold
980
– – 0.11% 114
2023
Q1 		$224K Hold
980
– – 0.11% 109
2022
Q4 		$235K Hold
980
– – 0.12% 106
2022
Q3 		$161K Hold
980
– – 0.09% 132
2022
Q2 		$175K Hold
980
– – 0.1% 124
2022
Q1 		$218K Hold
980
– – 0.1% 122
2021
Q4 		$203K Hold
980
– – 0.1% 125
2021
Q3 		$188K Hold
980
– – 0.09% 125
2021
Q2 		$213K Sell
980
-226,253
-100% -$52.3M 0.1% 122
2021
Q1 		$980K Buy
227,233
+226,253
+23,087% +$46.8M 0.05% 213
2020
Q4 		$178K Buy
980
+77
+9% +$13.1K 0.1% 124
2020
Q3 		$135K Hold
903
– – 0.09% 132
2020
Q2 		$114K Sell
903
-74
-8% -$8.77K 0.08% 129
2020
Q1 		$113K Buy
977
+177
+22% +$22.6K 0.09% 107
2019
Q4 		$118K Buy
+800
New +$112K 0.08% 113

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 Perspectives's CAT Position: Q1 2026 in Review

Financial Perspectives held its Caterpillar (CAT) position steady in Q1 2026 at 648 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #102.

Financial Perspectives first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $980K in Q1 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Perspectives held 648 shares of Caterpillar worth $459K as of Q1 2026.
  • Financial Perspectives left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.13% of Financial Perspectives's portfolio in Q1 2026, its #102 holding.
  • Financial Perspectives first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Caterpillar position peaked at $980K in Q1 2021.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.