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McAdam LLC’s Caterpillar CAT Stock Holding History

McAdam LLC’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 		$1.81M Buy
2,553
+430
+20% +$298K 0.08% 114
2025
Q4 		$1.22M Buy
2,123
+52
+3% +$28.9K 0.06% 140
2025
Q3 		$988K Buy
2,071
+199
+11% +$85K 0.05% 146
2025
Q2 		$727K Buy
1,872
+29
+2% +$9.67K 0.04% 161
2025
Q1 		$608K Buy
1,843
+111
+6% +$39.5K 0.04% 166
2024
Q4 		$628K Buy
1,732
+876
+102% +$340K 0.03% 171
2024
Q3 		$335K Buy
856
+186
+28% +$64.2K 0.02% 240
2024
Q2 		$223K Buy
670
+37
+6% +$12.8K 0.01% 287
2024
Q1 		$232K Buy
+633
New +$202K 0.01% 265
2018
Q4 		– Sell
-469
Closed -$73K – 136
2018
Q3 		$73K Buy
469
+8
+2% +$1.13K 0.03% 137
2018
Q2 		$63K Hold
461
– – 0.03% 131
2018
Q1 		$68K Buy
+461
New +$72.8K 0.03% 130

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

McAdam LLC's CAT Position: Q1 2026 in Review

McAdam LLC increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $298K and bringing the position to 2,553 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #114.

McAdam LLC first reported a position in CAT in Q1 2018 and has held it in 12 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • McAdam LLC held 2,553 shares of Caterpillar worth $1.81M as of Q1 2026.
  • McAdam LLC bought 430 Caterpillar shares in Q1 2026, an estimated $298K.
  • Caterpillar made up 0.08% of McAdam LLC's portfolio in Q1 2026, its #114 holding.
  • McAdam LLC first reported a position in Caterpillar in Q1 2018 and has held it in 12 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.