Founders Capital Management (Connecticut)’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$249K Hold
352
0.04% 70
2025
Q4
$202K Buy
+352
New +$196K 0.03% 79

Other funds holding CAT

Founders Capital Management (Connecticut)'s CAT Position: Q1 2026 in Review

Founders Capital Management (Connecticut) held its Caterpillar (CAT) position steady in Q1 2026 at 352 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #70.

Founders Capital Management (Connecticut) first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,731 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Founders Capital Management (Connecticut) held 352 shares of Caterpillar worth $249K as of Q1 2026.
  • Founders Capital Management (Connecticut) left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.04% of Founders Capital Management (Connecticut)'s portfolio in Q1 2026, its #70 holding.
  • Founders Capital Management (Connecticut) first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,731 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q1 2026, filed 23 Apr 2026.