GC
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Gould Capital’s Caterpillar CAT Stock Holding History

Gould Capital’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 		$3.48M Sell
4,919
-2,972
-38% -$2.06M 2.11% 13
2025
Q4 		$4.52M Sell
7,891
-465
-6% -$258K 2.79% 10
2025
Q3 		$3.99M Sell
8,356
-186
-2% -$79.4K 2.47% 9
2025
Q2 		$3.32M Buy
8,542
+142
+2% +$47.3K 2.22% 13
2025
Q1 		$2.77M Sell
8,400
-121
-1% -$43.1K 1.94% 20
2024
Q4 		$3.09M Sell
8,521
-156
-2% -$60.5K 2.15% 13
2024
Q3 		$3.39M Sell
8,677
-158
-2% -$54.6K 2.23% 16
2024
Q2 		$2.94M Sell
8,835
-1,732
-16% -$601K 2.08% 21
2024
Q1 		$3.87M Sell
10,567
-454
-4% -$145K 2.73% 9
2023
Q4 		$3.26M Buy
11,021
+71
+0.6% +$18.4K 2.38% 12
2023
Q3 		$2.98M Sell
10,950
-240
-2% -$65.1K 2.4% 15
2023
Q2 		$2.75M Buy
11,190
+21
+0.2% +$4.68K 2.11% 17
2023
Q1 		$2.56M Sell
11,169
-2,837
-20% -$686K 1.97% 22
2022
Q4 		$3.36M Sell
14,006
-253
-2% -$55.1K 2.68% 12
2022
Q3 		$2.34M Buy
14,259
+246
+2% +$44.9K 2.02% 18
2022
Q2 		$2.5M Sell
14,013
-19
-0.1% -$4K 2.02% 20
2022
Q1 		$3.13M Sell
14,032
-1,347
-9% -$283K 2.25% 14
2021
Q4 		$3.18M Buy
+15,379
New +$3.1M 2.22% 18

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

Gould Capital's CAT Position: Q1 2026 in Review

Gould Capital reduced its Caterpillar (CAT) stake by 38% in Q1 2026, selling an estimated $2.06M and leaving 4,919 shares worth $3.48M. The position accounts for 2.11% of the portfolio, ranked #13.

Gould Capital first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.52M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gould Capital held 4,919 shares of Caterpillar worth $3.48M as of Q1 2026.
  • Gould Capital sold 2,972 Caterpillar shares in Q1 2026, an estimated $2.06M.
  • Caterpillar made up 2.11% of Gould Capital's portfolio in Q1 2026, its #13 holding.
  • Gould Capital first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's Caterpillar position peaked at $4.52M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.