Focused Alpha LLC’s Caterpillar CAT Stock Holding History

Focused Alpha LLC’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	$1.06M	Buy	1,493 +474	+47%	+$328K	0.33%	62
2025 Q4	$584K	Buy	+1,019	New	+$566K	0.17%	117

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

Focused Alpha LLC's CAT Position: Q1 2026 in Review

Focused Alpha LLC increased its Caterpillar (CAT) stake by 47% in Q1 2026, buying an estimated $328K and bringing the position to 1,493 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #62.

Focused Alpha LLC first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Focused Alpha LLC held 1,493 shares of Caterpillar worth $1.06M as of Q1 2026.
Focused Alpha LLC bought 474 Caterpillar shares in Q1 2026, an estimated $328K.
Caterpillar made up 0.33% of Focused Alpha LLC's portfolio in Q1 2026, its #62 holding.
Focused Alpha LLC first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.