Longbow Finance’s Caterpillar CAT Stock Holding History

Longbow Finance’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	$6.71M	Sell	9,475 -4,678	-33%	-$3.24M	1.22%	35
2025 Q4	$8.11M	Sell	14,153 -14,040	-50%	-$7.8M	1.37%	21
2025 Q3	$13.5M	Sell	28,193 -4,494	-14%	-$1.92M	1.33%	19
2025 Q2	$12.7M	Buy	+32,687	New	+$10.9M	1.35%	19
2024 Q1	–	Sell	-16,500	Closed	-$4.88M	–	87
2023 Q4	$4.88M	Buy	16,500 +764	+5%	+$198K	0.5%	56
2023 Q3	$4.3M	Sell	15,736 -15,859	-50%	-$4.3M	0.52%	55
2023 Q2	$7.77M	Sell	31,595 -20	-0.1%	-$4.46K	0.91%	44
2023 Q1	$7.23M	Buy	31,615 +320	+1%	+$77.4K	0.91%	45
2022 Q4	$7.5M	Buy	+31,295	New	+$6.81M	1.01%	44

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

Longbow Finance's CAT Position: Q1 2026 in Review

Longbow Finance reduced its Caterpillar (CAT) stake by 33% in Q1 2026, selling an estimated $3.24M and leaving 9,475 shares worth $6.71M. The position accounts for 1.22% of the portfolio, ranked #35.

Longbow Finance first reported a position in CAT in Q4 2022 and has held it in 9 quarters since. The position peaked at $13.5M in Q3 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Longbow Finance held 9,475 shares of Caterpillar worth $6.71M as of Q1 2026.
Longbow Finance sold 4,678 Caterpillar shares in Q1 2026, an estimated $3.24M.
Caterpillar made up 1.22% of Longbow Finance's portfolio in Q1 2026, its #35 holding.
Longbow Finance first reported a position in Caterpillar in Q4 2022 and has held it in 9 quarters since.
Longbow Finance's Caterpillar position peaked at $13.5M in Q3 2025.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.