MCM
CAT icon

M1 Capital Management’s Caterpillar CAT Stock Holding History

M1 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 		$519K Sell
732
-112
-13% -$77.6K 0.24% 62
2025
Q4 		$484K Hold
844
– – 0.2% 65
2025
Q3 		$403K Sell
844
-356
-30% -$152K 0.17% 72
2025
Q2 		$466K Sell
1,200
-161
-12% -$53.7K 0.23% 58
2025
Q1 		$449K Sell
1,361
-144
-10% -$51.3K 0.28% 49
2024
Q4 		$546K Buy
+1,505
New +$584K 0.29% 44

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

M1 Capital Management's CAT Position: Q1 2026 in Review

M1 Capital Management reduced its Caterpillar (CAT) stake by 13% in Q1 2026, selling an estimated $77.6K and leaving 732 shares worth $519K. The position accounts for 0.24% of the portfolio, ranked #62.

M1 Capital Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $546K in Q4 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • M1 Capital Management held 732 shares of Caterpillar worth $519K as of Q1 2026.
  • M1 Capital Management sold 112 Caterpillar shares in Q1 2026, an estimated $77.6K.
  • Caterpillar made up 0.24% of M1 Capital Management's portfolio in Q1 2026, its #62 holding.
  • M1 Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • M1 Capital Management's Caterpillar position peaked at $546K in Q4 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.