MAM
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Madison Asset Management’s Caterpillar CAT Stock Holding History

Madison Asset 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 		$1.27M Sell
1,799
-6,567
-78% -$4.55M 0.02% 288
2025
Q4 		$4.79M Sell
8,366
-10,851
-56% -$6.03M 0.06% 173
2025
Q3 		$9.17M Sell
19,217
-791
-4% -$338K 0.1% 138
2025
Q2 		$7.77M Sell
20,008
-2,168
-10% -$723K 0.08% 146
2025
Q1 		$7.31M Sell
22,176
-1,300
-6% -$463K 0.08% 145
2024
Q4 		$8.52M Sell
23,476
-1,290
-5% -$500K 0.1% 141
2024
Q3 		$9.69M Sell
24,766
-2,411
-9% -$833K 0.11% 136
2024
Q2 		$9.05M Sell
27,177
-3,899
-13% -$1.35M 0.11% 134
2024
Q1 		$11.4M Sell
31,076
-31,769
-51% -$10.2M 0.14% 123
2023
Q4 		$18.6M Sell
62,845
-30,650
-33% -$7.95M 0.25% 103
2023
Q3 		$25.5M Sell
93,495
-43,129
-32% -$11.7M 0.37% 85
2023
Q2 		$33.6M Sell
136,624
-8,738
-6% -$1.95M 0.49% 71
2023
Q1 		$33.3M Sell
145,362
-7,837
-5% -$1.89M 0.51% 68
2022
Q4 		$36.7M Buy
153,199
+65,618
+75% +$14.3M 0.58% 60
2022
Q3 		$14.4M Buy
87,581
+29,623
+51% +$5.41M 0.24% 110
2022
Q2 		$10.4M Buy
57,958
+48,005
+482% +$10.1M 0.16% 123
2022
Q1 		$2.22M Sell
9,953
-795
-7% -$167K 0.03% 235
2021
Q4 		$2.22M Buy
10,748
+5
+0% +$1.01K 0.03% 250
2021
Q3 		$2.06M Sell
10,743
-81,053
-88% -$16.9M 0.03% 251
2021
Q2 		$20M Sell
91,796
-72,710
-44% -$16.8M 0.27% 105
2021
Q1 		$38.1M Sell
164,506
-58,807
-26% -$12.2M 0.53% 78
2020
Q4 		$40.6M Buy
223,313
+2,352
+1% +$399K 0.6% 66
2020
Q3 		$33M Sell
220,961
-4,258
-2% -$598K 0.55% 65
2020
Q2 		$28.5M Sell
225,219
-5,388
-2% -$639K 0.5% 74
2020
Q1 		$26.8M Buy
230,607
+15,386
+7% +$1.97M 0.55% 68
2019
Q4 		$31.8M Buy
+215,221
New +$30M 0.49% 65

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

Madison Asset Management's CAT Position: Q1 2026 in Review

Madison Asset Management reduced its Caterpillar (CAT) stake by 78% in Q1 2026, selling an estimated $4.55M and leaving 1,799 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #288.

Madison Asset Management first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $40.6M in Q4 2020. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Madison Asset Management held 1,799 shares of Caterpillar worth $1.27M as of Q1 2026.
  • Madison Asset Management sold 6,567 Caterpillar shares in Q1 2026, an estimated $4.55M.
  • Caterpillar made up 0.02% of Madison Asset Management's portfolio in Q1 2026, its #288 holding.
  • Madison Asset Management first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Madison Asset Management's Caterpillar position peaked at $40.6M in Q4 2020.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.