Houlihan Financial Resource Group’s Caterpillar CAT Stock Holding History

Houlihan Financial Resource Group’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	$446K	Hold	629	–	–	0.17%	79
2025 Q4	$394K	Buy	+629	New	+$350K	0.15%	85
2025 Q3	–	Sell	-629	Closed	-$264K	–	75
2025 Q2	$264K	Sell	629 -150	-19%	-$50K	0.11%	98
2025 Q1	$257K	Hold	779	–	–	0.12%	96
2024 Q4	$283K	Buy	779 +25	+3%	+$9.7K	0.12%	92
2024 Q3	$295K	Buy	+754	New	+$260K	0.12%	93
2024 Q2	–	Sell	-754	Closed	-$276K	–	65
2024 Q1	$276K	Hold	754	–	–	0.12%	89
2023 Q4	$223K	Buy	+754	New	+$196K	0.11%	95
2020 Q3	$172K	Buy	+1,015	New	+$143K	0.1%	104

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

Houlihan Financial Resource Group's CAT Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Caterpillar (CAT) position steady in Q1 2026 at 629 shares worth $446K. The position accounts for 0.17% of the portfolio, ranked #79.

Houlihan Financial Resource Group first reported a position in CAT in Q3 2020 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Houlihan Financial Resource Group held 629 shares of Caterpillar worth $446K as of Q1 2026.
Houlihan Financial Resource Group left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.17% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #79 holding.
Houlihan Financial Resource Group first reported a position in Caterpillar in Q3 2020 and has held it in 9 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.