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
2025 Q1	–	Sell	-300	Closed	-$38	–	351
2024 Q4	$38	Buy	+300	New	+$116K	﹤0.01%	354

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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. 3,732 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.
3,732 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.