MPA
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Marvin & Palmer Associates’s Caterpillar CAT Stock Holding History

Marvin & Palmer Associates’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 		$3.73M Sell
5,270
-1,215
-19% -$842K 4.47% 8
2025
Q4 		$3.72M Sell
6,485
-548
-8% -$305K 2.62% 16
2025
Q3 		$4.06M Buy
+7,033
New +$3M 3.02% 14
2024
Q3 		– Sell
-7,185
Closed -$2.39M – 36
2024
Q2 		$2.39M Sell
7,185
-4,049
-36% -$1.4M 2.45% 24
2024
Q1 		$4.12M Buy
+11,234
New +$3.59M 4.08% 11
2023
Q2 		– Sell
-40,427
Closed -$9.25M – 36
2023
Q1 		$9.25M Buy
+40,427
New +$9.77M 4.66% 11

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

Marvin & Palmer Associates's CAT Position: Q1 2026 in Review

Marvin & Palmer Associates reduced its Caterpillar (CAT) stake by 19% in Q1 2026, selling an estimated $842K and leaving 5,270 shares worth $3.73M. The position accounts for 4.47% of the portfolio, ranked #8.

Marvin & Palmer Associates first reported a position in CAT in Q1 2023 and has held it in 6 quarters since. The position peaked at $9.25M in Q1 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Marvin & Palmer Associates held 5,270 shares of Caterpillar worth $3.73M as of Q1 2026.
  • Marvin & Palmer Associates sold 1,215 Caterpillar shares in Q1 2026, an estimated $842K.
  • Caterpillar made up 4.47% of Marvin & Palmer Associates's portfolio in Q1 2026, its #8 holding.
  • Marvin & Palmer Associates first reported a position in Caterpillar in Q1 2023 and has held it in 6 quarters since.
  • Marvin & Palmer Associates's Caterpillar position peaked at $9.25M in Q1 2023.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.