Goepper Burkhardt’s Caterpillar CAT Stock Holding History

Goepper Burkhardt’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	$1.04M	Sell	1,467 -800	-35%	-$554K	0.35%	35
2025 Q4	$1.3M	Hold	2,267	–	–	0.42%	29
2025 Q3	$1.08M	Hold	2,267	–	–	0.37%	35
2025 Q2	$880K	Buy	2,267 +107	+5%	+$35.7K	0.32%	34
2025 Q1	$712K	Hold	2,160	–	–	0.28%	42
2024 Q4	$784K	Sell	2,160 -10	-0.5%	-$3.88K	0.32%	36
2024 Q3	$849K	Hold	2,170	–	–	0.35%	37
2024 Q2	$723K	Hold	2,170	–	–	0.33%	38
2024 Q1	$770K	Hold	2,170	–	–	0.36%	36
2023 Q4	$688K	Buy	2,170 +10	+0.5%	+$2.59K	0.34%	34
2023 Q3	$590K	Hold	2,160	–	–	0.36%	29
2023 Q2	$531K	Hold	2,160	–	–	0.32%	31
2023 Q1	$494K	Hold	2,160	–	–	0.32%	32
2022 Q4	$517K	Hold	2,160	–	–	0.36%	30
2022 Q3	$354K	Sell	2,160 -100	-4%	-$18.3K	0.26%	38
2022 Q2	$404K	Hold	2,260	–	–	0.28%	35
2022 Q1	$504K	Hold	2,260	–	–	0.31%	36
2021 Q4	$467K	Hold	2,260	–	–	0.28%	38
2021 Q3	$434K	Hold	2,260	–	–	0.28%	37
2021 Q2	$492K	Hold	2,260	–	–	0.31%	35
2021 Q1	$524K	Hold	2,260	–	–	0.36%	33
2020 Q4	$411K	Buy	+2,260	New	+$383K	0.3%	39

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

Goepper Burkhardt's CAT Position: Q1 2026 in Review

Goepper Burkhardt reduced its Caterpillar (CAT) stake by 35% in Q1 2026, selling an estimated $554K and leaving 1,467 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #35.

Goepper Burkhardt first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Goepper Burkhardt held 1,467 shares of Caterpillar worth $1.04M as of Q1 2026.
Goepper Burkhardt sold 800 Caterpillar shares in Q1 2026, an estimated $554K.
Caterpillar made up 0.35% of Goepper Burkhardt's portfolio in Q1 2026, its #35 holding.
Goepper Burkhardt first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's Caterpillar position peaked at $1.3M in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.