Gabelli Funds’s Caterpillar CAT Stock Holding History

Gabelli Funds’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	$74.8M	Buy	105,532 +7,392	+8%	+$5.12M	0.51%	42
2025 Q4	$56.2M	Sell	98,140 -3,012	-3%	-$1.67M	0.38%	55
2025 Q3	$48.3M	Sell	101,152 -2,840	-3%	-$1.21M	0.33%	70
2025 Q2	$40.4M	Sell	103,992 -2,498	-2%	-$833K	0.29%	83
2025 Q1	$35.1M	Sell	106,490 -3,165	-3%	-$1.13M	0.27%	93
2024 Q4	$39.8M	Sell	109,655 -3,120	-3%	-$1.21M	0.3%	82
2024 Q3	$44.1M	Sell	112,775 -1,502	-1%	-$519K	0.32%	76
2024 Q2	$38.1M	Sell	114,277 -683	-0.6%	-$237K	0.29%	87
2024 Q1	$42.1M	Sell	114,960 -2,290	-2%	-$732K	0.31%	84
2023 Q4	$34.7M	Sell	117,250 -1,505	-1%	-$390K	0.27%	100
2023 Q3	$32.4M	Sell	118,755 -1,720	-1%	-$467K	0.26%	106
2023 Q2	$29.6M	Sell	120,475 -995	-0.8%	-$222K	0.22%	120
2023 Q1	$27.8M	Sell	121,470 -1,670	-1%	-$404K	0.21%	129
2022 Q4	$29.5M	Sell	123,140 -350	-0.3%	-$76.2K	0.23%	120
2022 Q3	$20.3M	Sell	123,490 -775	-0.6%	-$142K	0.17%	164
2022 Q2	$22.2M	Sell	124,265 -4,000	-3%	-$843K	0.17%	165
2022 Q1	$28.6M	Sell	128,265 -370	-0.3%	-$77.6K	0.19%	141
2021 Q4	$26.6M	Sell	128,635 -5	-0%	-$1.01K	0.17%	159
2021 Q3	$24.7M	Sell	128,640 -1,025	-0.8%	-$213K	0.16%	168
2021 Q2	$28.2M	Sell	129,665 -485	-0.4%	-$112K	0.18%	151
2021 Q1	$30.2M	Sell	130,150 -265	-0.2%	-$54.9K	0.2%	130
2020 Q4	$23.7M	Sell	130,415 -2,135	-2%	-$362K	0.17%	158
2020 Q3	$19.8M	Sell	132,550 -6,250	-5%	-$878K	0.15%	172
2020 Q2	$17.6M	Hold	138,800	–	–	0.14%	186
2020 Q1	$16.1M	Hold	138,800	–	–	0.14%	185
2019 Q4	$20.5M	Hold	138,800	–	–	0.13%	213
2019 Q3	$17.5M	Hold	138,800	–	–	0.12%	238
2019 Q2	$18.9M	Hold	138,800	–	–	0.12%	226
2019 Q1	$18.8M	Hold	138,800	–	–	0.12%	242
2018 Q4	$17.6M	Hold	138,800	–	–	0.12%	236
2018 Q3	$21.2M	Hold	138,800	–	–	0.12%	243
2018 Q2	$18.8M	Hold	138,800	–	–	0.11%	260
2018 Q1	$20.5M	Sell	138,800 -1,000	-0.7%	-$158K	0.12%	244
2017 Q4	$22M	Hold	139,800	–	–	0.13%	235
2017 Q3	$17.4M	Hold	139,800	–	–	0.1%	281
2017 Q2	$15M	Sell	139,800 -500	-0.4%	-$50.8K	0.09%	305
2017 Q1	$13M	Hold	140,300	–	–	0.08%	335
2016 Q4	$13M	Hold	140,300	–	–	0.08%	328
2016 Q3	$12.5M	Hold	140,300	–	–	0.07%	338
2016 Q2	$10.6M	Hold	140,300	–	–	0.06%	365
2016 Q1	$10.7M	Hold	140,300	–	–	0.06%	361
2015 Q4	$9.54M	Hold	140,300	–	–	0.06%	399
2015 Q3	$9.17M	Hold	140,300	–	–	0.05%	414
2015 Q2	$11.9M	Hold	140,300	–	–	0.06%	391
2015 Q1	$11.2M	Hold	140,300	–	–	0.06%	404
2014 Q4	$12.8M	Hold	140,300	–	–	0.06%	378
2014 Q3	$13.9M	Hold	140,300	–	–	0.07%	346
2014 Q2	$15.2M	Hold	140,300	–	–	0.08%	328
2014 Q1	$13.9M	Hold	140,300	–	–	0.07%	345
2013 Q4	$12.7M	Hold	140,300	–	–	0.07%	366
2013 Q3	$11.7M	Sell	140,300 -52,700	-27%	-$4.46M	0.07%	373
2013 Q2	$15.9M	Buy	+193,000	New	+$16.4M	0.1%	295

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

Gabelli Funds's CAT Position: Q1 2026 in Review

Gabelli Funds increased its Caterpillar (CAT) stake by 7.5% in Q1 2026, buying an estimated $5.12M and bringing the position to 105,532 shares worth $74.8M. The position accounts for 0.51% of the portfolio, ranked #42.

Gabelli Funds first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Gabelli Funds held 105,532 shares of Caterpillar worth $74.8M as of Q1 2026.
Gabelli Funds bought 7,392 Caterpillar shares in Q1 2026, an estimated $5.12M.
Caterpillar made up 0.51% of Gabelli Funds's portfolio in Q1 2026, its #42 holding.
Gabelli Funds first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gabelli Funds's 13F filing for Q1 2026, filed 14 May 2026.