GP
CAT icon

Gallo Partners’s Caterpillar CAT Stock Holding History

Gallo Partners’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 		$2.18M Sell
3,074
-3,066
-50% -$2.12M 4.16% 7
2025
Q4 		$3.52M Sell
6,140
-4,686
-43% -$2.6M 3.1% 16
2025
Q3 		$5.17M Buy
+10,826
New +$4.62M 3.85% 1

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

Gallo Partners's CAT Position: Q1 2026 in Review

Gallo Partners reduced its Caterpillar (CAT) stake by 50% in Q1 2026, selling an estimated $2.12M and leaving 3,074 shares worth $2.18M. The position accounts for 4.16% of the portfolio, ranked #7.

Gallo Partners first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.17M in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gallo Partners held 3,074 shares of Caterpillar worth $2.18M as of Q1 2026.
  • Gallo Partners sold 3,066 Caterpillar shares in Q1 2026, an estimated $2.12M.
  • Caterpillar made up 4.16% of Gallo Partners's portfolio in Q1 2026, its #7 holding.
  • Gallo Partners first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • Gallo Partners's Caterpillar position peaked at $5.17M in Q3 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gallo Partners's 13F filing for Q1 2026, filed 15 May 2026.