MT
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Midwest Trust’s Caterpillar CAT Stock Holding History

Midwest Trust’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 		$110M Sell
155,806
-6,553
-4% -$4.54M 1.38% 11
2025
Q4 		$93M Sell
162,359
-7,350
-4% -$4.09M 1.16% 17
2025
Q3 		$81M Sell
169,709
-2,420
-1% -$1.03M 1.05% 19
2025
Q2 		$66.8M Buy
+172,129
New +$57.4M 0.93% 24

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

Midwest Trust's CAT Position: Q1 2026 in Review

Midwest Trust reduced its Caterpillar (CAT) stake by 4% in Q1 2026, selling an estimated $4.54M and leaving 155,806 shares worth $110M. The position accounts for 1.38% of the portfolio, ranked #11.

Midwest Trust first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Midwest Trust held 155,806 shares of Caterpillar worth $110M as of Q1 2026.
  • Midwest Trust sold 6,553 Caterpillar shares in Q1 2026, an estimated $4.54M.
  • Caterpillar made up 1.38% of Midwest Trust's portfolio in Q1 2026, its #11 holding.
  • Midwest Trust first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.