FFA
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Founders Financial Alliance’s Caterpillar CAT Stock Holding History

Founders Financial Alliance’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 		$2.38M Buy
3,354
+227
+7% +$157K 0.43% 52
2025
Q4 		$1.79M Sell
3,127
-50
-2% -$27.8K 0.34% 68
2025
Q3 		$1.52M Sell
3,177
-71
-2% -$30.3K 0.29% 80
2025
Q2 		$1.26M Sell
3,248
-17
-0.5% -$5.67K 0.29% 88
2025
Q1 		$1.08M Buy
3,265
+263
+9% +$93.7K 0.26% 89
2024
Q4 		$1.09M Sell
3,002
-34
-1% -$13.2K 0.3% 75
2024
Q3 		$1.19M Sell
3,036
-252
-8% -$87K 0.33% 72
2024
Q2 		$1.1M Sell
3,288
-111
-3% -$38.5K 0.32% 73
2024
Q1 		$1.25M Buy
3,399
+1,407
+71% +$450K 0.37% 65
2023
Q4 		$589K Sell
1,992
-381
-16% -$98.8K 0.23% 96
2023
Q3 		$648K Sell
2,373
-917
-28% -$249K 0.28% 81
2023
Q2 		$810K Buy
3,290
+853
+35% +$190K 0.32% 74
2023
Q1 		$556K Sell
2,437
-835
-26% -$202K 0.28% 85
2022
Q4 		$784K Buy
3,272
+88
+3% +$19.2K 0.36% 68
2022
Q3 		$522K Sell
3,184
-2,569
-45% -$469K 0.27% 88
2022
Q2 		$1.03M Buy
5,753
+2,622
+84% +$553K 0.52% 43
2022
Q1 		$698K Buy
3,131
+22
+0.7% +$4.61K 0.31% 75
2021
Q4 		$643K Sell
3,109
-23
-0.7% -$4.63K 0.26% 89
2021
Q3 		$601K Buy
3,132
+32
+1% +$6.66K 0.28% 84
2021
Q2 		$676K Sell
3,100
-180
-5% -$41.6K 0.31% 78
2021
Q1 		$784K Buy
3,280
+311
+10% +$64.4K 0.39% 65
2020
Q4 		$539K Sell
2,969
-26
-0.9% -$4.41K 0.3% 76
2020
Q3 		$459K Buy
+2,995
New +$421K 0.27% 77

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

Founders Financial Alliance's CAT Position: Q1 2026 in Review

Founders Financial Alliance increased its Caterpillar (CAT) stake by 7.3% in Q1 2026, buying an estimated $157K and bringing the position to 3,354 shares worth $2.38M. The position accounts for 0.43% of the portfolio, ranked #52.

Founders Financial Alliance first reported a position in CAT in Q3 2020 and has held it in 23 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Founders Financial Alliance held 3,354 shares of Caterpillar worth $2.38M as of Q1 2026.
  • Founders Financial Alliance bought 227 Caterpillar shares in Q1 2026, an estimated $157K.
  • Caterpillar made up 0.43% of Founders Financial Alliance's portfolio in Q1 2026, its #52 holding.
  • Founders Financial Alliance first reported a position in Caterpillar in Q3 2020 and has held it in 23 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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