Highview Capital Management’s Caterpillar CAT Stock Holding History

Highview Capital Management’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	$2.46M	Sell	3,466 -1,074	-24%	-$744K	0.89%	30
2025 Q4	$2.6M	Buy	4,540 +15	+0.3%	+$8.34K	0.92%	29
2025 Q3	$2.16M	Buy	4,525 +3,505	+344%	+$1.5M	0.79%	39
2025 Q2	$396K	Hold	1,020	–	–	0.15%	86
2025 Q1	$336K	Sell	1,020 -300	-23%	-$107K	0.14%	81
2024 Q4	$479K	Buy	1,320 +300	+29%	+$116K	0.18%	88
2024 Q3	$399K	Hold	1,020	–	–	0.16%	89
2024 Q2	$340K	Hold	1,020	–	–	0.14%	97
2024 Q1	$374K	Sell	1,020 -240	-19%	-$76.7K	0.17%	93
2023 Q4	$373K	Buy	1,260 +300	+31%	+$77.8K	0.2%	81
2023 Q3	$262K	Hold	960	–	–	0.15%	92
2023 Q2	$236K	Hold	960	–	–	0.13%	89
2023 Q1	$220K	Sell	960 -530	-36%	-$128K	0.13%	92
2022 Q4	$357K	Hold	1,490	–	–	0.22%	83
2022 Q3	$244K	Hold	1,490	–	–	0.18%	90
2022 Q2	$266K	Hold	1,490	–	–	0.2%	87
2022 Q1	$332K	Buy	1,490 +330	+28%	+$69.2K	0.21%	91
2021 Q4	$240K	Buy	+1,160	New	+$234K	0.16%	99

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

Highview Capital Management's CAT Position: Q1 2026 in Review

Highview Capital Management reduced its Caterpillar (CAT) stake by 24% in Q1 2026, selling an estimated $744K and leaving 3,466 shares worth $2.46M. The position accounts for 0.89% of the portfolio, ranked #30.

Highview Capital Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Highview Capital Management held 3,466 shares of Caterpillar worth $2.46M as of Q1 2026.
Highview Capital Management sold 1,074 Caterpillar shares in Q1 2026, an estimated $744K.
Caterpillar made up 0.89% of Highview Capital Management's portfolio in Q1 2026, its #30 holding.
Highview Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
Highview Capital Management's Caterpillar position peaked at $2.6M in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.