Guardian Partners’s Caterpillar CAT Stock Holding History

Guardian 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	–	Sell	-1,000	Closed	-$692K	–	195
2025 Q4	$692K	Buy	+1,000	New	+$556K	0.06%	147

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

Guardian Partners's CAT Position: Q1 2026 in Review

Guardian Partners sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,000 shares — an estimated $692K sold.

Guardian Partners first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $692K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Guardian Partners reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Guardian Partners sold 1,000 Caterpillar shares in Q1 2026, an estimated $692K.
Guardian Partners first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
Guardian Partners's Caterpillar position peaked at $692K in Q4 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.