Glenview Trust’s Caterpillar CAT Stock Holding History

Glenview Trust’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	$48.1M	Sell	67,913 -1,402	-2%	-$971K	0.76%	32
2025 Q4	$39.7M	Buy	69,315 +815	+1%	+$453K	0.61%	34
2025 Q3	$32.7M	Sell	68,500 -625	-0.9%	-$267K	0.52%	34
2025 Q2	$26.8M	Buy	69,125 +663	+1%	+$221K	0.46%	48
2025 Q1	$22.6M	Sell	68,462 -1,938	-3%	-$690K	0.44%	55
2024 Q4	$25.5M	Buy	70,400 +1,825	+3%	+$708K	0.48%	50
2024 Q3	$26.8M	Buy	68,575 +1,517	+2%	+$524K	0.52%	45
2024 Q2	$22.3M	Sell	67,058 -2,584	-4%	-$896K	0.45%	51
2024 Q1	$25.5M	Sell	69,642 -1,660	-2%	-$531K	0.55%	46
2023 Q4	$21.1M	Sell	71,302 -2,873	-4%	-$745K	0.52%	53
2023 Q3	$20.2M	Sell	74,175 -5,031	-6%	-$1.36M	0.56%	50
2023 Q2	$19.5M	Sell	79,206 -6,990	-8%	-$1.56M	0.53%	54
2023 Q1	$19.7M	Sell	86,196 -5,371	-6%	-$1.3M	0.59%	48
2022 Q4	$21.9M	Sell	91,567 -69,925	-43%	-$15.2M	0.73%	41
2022 Q3	$26.5M	Buy	161,492 +4,725	+3%	+$863K	1%	25
2022 Q2	$28M	Buy	156,767 +5,666	+4%	+$1.19M	1.03%	23
2022 Q1	$33.7M	Buy	151,101 +10,151	+7%	+$2.13M	1.09%	20
2021 Q4	$29.1M	Buy	140,950 +4,202	+3%	+$846K	0.96%	26
2021 Q3	$26.3M	Buy	136,748 +2,345	+2%	+$488K	1.01%	27
2021 Q2	$29.3M	Buy	134,403 +1,195	+0.9%	+$276K	1.13%	23
2021 Q1	$30.9M	Buy	133,208 +1,218	+0.9%	+$252K	1.33%	17
2020 Q4	$24M	Buy	131,990 +2,438	+2%	+$413K	1.12%	22
2020 Q3	$19.3M	Buy	129,552 +8,369	+7%	+$1.18M	1%	30
2020 Q2	$15.3M	Buy	121,183 +38,748	+47%	+$4.59M	0.87%	35
2020 Q1	$9.57M	Buy	82,435 +76,021	+1,185%	+$9.71M	0.66%	47
2019 Q4	$948K	Sell	6,414 -8,484	-57%	-$1.18M	0.05%	185
2019 Q3	$1.88M	Sell	14,898 -412	-3%	-$52.3K	0.11%	133
2019 Q2	$2.09M	Sell	15,310 -766	-5%	-$101K	0.13%	125
2019 Q1	$2.18M	Sell	16,076 -37	-0.2%	-$4.92K	0.14%	131
2018 Q4	$2.05M	Hold	16,113	–	–	0.15%	129
2018 Q3	$2.46M	Buy	16,113 +1	+0%	+$141	0.15%	127
2018 Q2	$2.19M	Sell	16,112 -950	-6%	-$142K	0.16%	120
2018 Q1	$2.52M	Sell	17,062 -360	-2%	-$56.8K	0.17%	118
2017 Q4	$2.75M	Sell	17,422 -180	-1%	-$25K	0.19%	109
2017 Q3	$2.19M	Buy	17,602 +834	+5%	+$96K	0.16%	118
2017 Q2	$1.8M	Sell	16,768 -6	-0%	-$610	0.14%	120
2017 Q1	$1.55M	Sell	16,774 -8,942	-35%	-$846K	0.12%	128
2016 Q4	$2.38M	Buy	+25,716	New	+$2.33M	0.2%	108
2015 Q4	$1.28M	Buy	+18,769	New	+$1.31M	0.13%	124
2014 Q4	$2.06M	Buy	+22,489	New	+$2.19M	0.22%	84
2013 Q4	$6.75M	Buy	+74,340	New	+$6.35M	0.78%	45

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

Glenview Trust's CAT Position: Q1 2026 in Review

Glenview Trust reduced its Caterpillar (CAT) stake by 2% in Q1 2026, selling an estimated $971K and leaving 67,913 shares worth $48.1M. The position accounts for 0.76% of the portfolio, ranked #32.

Glenview Trust first reported a position in CAT in Q4 2013 and has held it in 41 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Glenview Trust held 67,913 shares of Caterpillar worth $48.1M as of Q1 2026.
Glenview Trust sold 1,402 Caterpillar shares in Q1 2026, an estimated $971K.
Caterpillar made up 0.76% of Glenview Trust's portfolio in Q1 2026, its #32 holding.
Glenview Trust first reported a position in Caterpillar in Q4 2013 and has held it in 41 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.