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Madden Securities’s Caterpillar CAT Stock Holding History

Madden Securities’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 		$262K Buy
370
+10
+3% +$6.93K 0.08% 103
2025
Q4 		$206K Buy
+360
New +$200K 0.06% 112
2023
Q1 		– Sell
-390
Closed -$93.4K – 131
2022
Q4 		$93.4K Buy
+390
New +$84.9K 0.05% 140
2021
Q1 		– Sell
-1,177
Closed -$214K – 135
2020
Q4 		$214K Buy
+1,177
New +$200K 0.14% 121
2019
Q4 		$625K Buy
+4,250
New +$593K 0.63% 46

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

Madden Securities's CAT Position: Q1 2026 in Review

Madden Securities increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $6.93K and bringing the position to 370 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #103.

Madden Securities first reported a position in CAT in Q4 2019 and has held it in 5 quarters since. The position peaked at $625K in Q4 2019. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Madden Securities held 370 shares of Caterpillar worth $262K as of Q1 2026.
  • Madden Securities bought 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.08% of Madden Securities's portfolio in Q1 2026, its #103 holding.
  • Madden Securities first reported a position in Caterpillar in Q4 2019 and has held it in 5 quarters since.
  • Madden Securities's Caterpillar position peaked at $625K in Q4 2019.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.