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Howe & Rusling’s Caterpillar CAT Stock Holding History

Howe & Rusling’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 		$14.6M Buy
20,560
+72
+0.4% +$49.9K 0.95% 30
2025
Q4 		$11.7M Sell
20,488
-475
-2% -$264K 0.78% 33
2025
Q3 		$10M Buy
20,963
+210
+1% +$89.7K 0.69% 45
2025
Q2 		$8.06M Buy
20,753
+285
+1% +$95K 0.6% 50
2025
Q1 		$6.75M Sell
20,468
-614
-3% -$219K 0.57% 55
2024
Q4 		$7.65M Sell
21,082
-118
-0.6% -$45.8K 0.66% 50
2024
Q3 		$8.29M Sell
21,200
-2,386
-10% -$824K 0.71% 45
2024
Q2 		$7.86M Sell
23,586
-22,762
-49% -$7.89M 0.72% 39
2024
Q1 		$17M Sell
46,348
-4,255
-8% -$1.36M 1.63% 14
2023
Q4 		$15M Sell
50,603
-282
-0.6% -$73.2K 1.59% 15
2023
Q3 		$13.9M Buy
50,885
+329
+0.7% +$89.3K 1.64% 15
2023
Q2 		$12.4M Sell
50,556
-8
-0% -$1.78K 1.39% 21
2023
Q1 		$11.6M Sell
50,564
-16
-0% -$3.87K 1.38% 20
2022
Q4 		$12.1M Buy
50,580
+511
+1% +$111K 1.52% 21
2022
Q3 		$8.21M Buy
50,069
+932
+2% +$170K 1.09% 30
2022
Q2 		$8.78M Buy
49,137
+610
+1% +$129K 1.11% 31
2022
Q1 		$10.8M Buy
48,527
+49
+0.1% +$10.3K 1.25% 24
2021
Q4 		$10M Buy
48,478
+70
+0.1% +$14.1K 1.18% 26
2021
Q3 		$9.29M Buy
48,408
+1,119
+2% +$233K 1.17% 27
2021
Q2 		$10.3M Sell
47,289
-121
-0.3% -$27.9K 1.3% 27
2021
Q1 		$11M Sell
47,410
-80
-0.2% -$16.6K 1.49% 19
2020
Q4 		$8.64M Buy
47,490
+46,661
+5,629% +$7.91M 1.31% 21
2020
Q3 		$124K Hold
829
– – 0.02% 190
2020
Q2 		$105K Buy
829
+502
+154% +$59.5K 0.02% 184
2020
Q1 		$38K Buy
327
+22
+7% +$2.81K 0.01% 275
2019
Q4 		$45K Sell
305
-3,050
-91% -$426K 0.01% 299
2019
Q3 		$424K Hold
3,355
– – 0.07% 142
2019
Q2 		$457K Sell
3,355
-1,164
-26% -$154K 0.08% 137
2019
Q1 		$612K Sell
4,519
-961
-18% -$128K 0.11% 123
2018
Q4 		$696K Buy
5,480
+7
+0.1% +$911 0.15% 100
2018
Q3 		$835K Hold
5,473
– – 0.14% 87
2018
Q2 		$743K Buy
5,473
+3,668
+203% +$548K 0.13% 86
2018
Q1 		$266K Sell
1,805
-443
-20% -$70K 0.05% 148
2017
Q4 		$354K Buy
2,248
+58
+3% +$8.04K 0.06% 149
2017
Q3 		$273K Buy
2,190
+1,300
+146% +$150K 0.05% 160
2017
Q2 		$96K Sell
890
-197
-18% -$20K 0.02% 205
2017
Q1 		$101K Buy
1,087
+372
+52% +$35.2K 0.02% 197
2016
Q4 		$66K Hold
715
– – 0.01% 238
2016
Q3 		$63K Buy
715
+385
+117% +$31.5K 0.01% 235
2016
Q2 		$25K Sell
330
-34
-9% -$2.55K 0.01% 308
2016
Q1 		$28K Hold
364
– – 0.01% 350
2015
Q4 		$25K Sell
364
-1,000
-73% -$69.9K 0.01% 348
2015
Q3 		$89K Hold
1,364
– – 0.02% 210
2015
Q2 		$116K Hold
1,364
– – 0.03% 203
2015
Q1 		$109K Hold
1,364
– – 0.02% 198
2014
Q4 		$125K Hold
1,364
– – 0.03% 178
2014
Q3 		$135K Sell
1,364
-130
-9% -$13.8K 0.03% 175
2014
Q2 		$162K Sell
1,494
-268
-15% -$28.1K 0.04% 164
2014
Q1 		$175K Buy
1,762
+352
+25% +$33.2K 0.04% 149
2013
Q4 		$128K Sell
1,410
-100
-7% -$8.54K 0.03% 178
2013
Q3 		$127K Hold
1,510
– – 0.05% 174
2013
Q2 		$125K Buy
+1,510
New +$128K 0.03% 194

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

Howe & Rusling's CAT Position: Q1 2026 in Review

Howe & Rusling increased its Caterpillar (CAT) stake by 0.35% in Q1 2026, buying an estimated $49.9K and bringing the position to 20,560 shares worth $14.6M. The position accounts for 0.95% of the portfolio, ranked #30.

Howe & Rusling first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Howe & Rusling held 20,560 shares of Caterpillar worth $14.6M as of Q1 2026.
  • Howe & Rusling bought 72 Caterpillar shares in Q1 2026, an estimated $49.9K.
  • Caterpillar made up 0.95% of Howe & Rusling's portfolio in Q1 2026, its #30 holding.
  • Howe & Rusling first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Caterpillar position peaked at $17M in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.