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Leibman Financial Services’s Caterpillar CAT Stock Holding History

Leibman Financial Services’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
-610
Closed -$349K – 51
2025
Q4 		$349K Buy
+610
New +$339K 0.25% 46
2025
Q2 		– Sell
-751
Closed -$248K – 51
2025
Q1 		$248K Sell
751
-19
-2% -$6.77K 0.19% 49
2024
Q4 		$279K Buy
770
+26
+3% +$10.1K 0.2% 49
2024
Q3 		$291K Hold
744
– – 0.21% 50
2024
Q2 		$248K Hold
744
– – 0.18% 48
2024
Q1 		$273K Hold
744
– – 0.21% 47
2023
Q4 		$220K Buy
+744
New +$193K 0.18% 48

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leibman Financial Services's CAT Position: Q1 2026 in Review

Leibman Financial Services sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 610 shares — an estimated $349K sold.

Leibman Financial Services first reported a position in CAT in Q4 2023 and held it in 7 quarters. The position peaked at $349K in Q4 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Leibman Financial Services reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Leibman Financial Services sold 610 Caterpillar shares in Q1 2026, an estimated $349K.
  • Leibman Financial Services first reported a position in Caterpillar in Q4 2023 and held it in 7 quarters.
  • Leibman Financial Services's Caterpillar position peaked at $349K in Q4 2025.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Leibman Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.