MPMG
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Minneapolis Portfolio Management Group’s Caterpillar CAT Stock Holding History

Minneapolis Portfolio Management Group’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 		$35.2M Sell
49,754
-19,462
-28% -$13.5M 3.74% 10
2025
Q4 		$39.7M Sell
69,216
-22,076
-24% -$12.3M 4.52% 4
2025
Q3 		$43.6M Sell
91,292
-751
-0.8% -$321K 5% 3
2025
Q2 		$35.7M Sell
92,043
-1,020
-1% -$340K 4.42% 7
2025
Q1 		$30.7M Sell
93,063
-1,180
-1% -$420K 4.26% 8
2024
Q4 		$34.2M Sell
94,243
-1,645
-2% -$638K 4.51% 6
2024
Q3 		$37.5M Sell
95,888
-2,863
-3% -$989K 4.86% 5
2024
Q2 		$32.9M Sell
98,751
-1,334
-1% -$463K 4.45% 6
2024
Q1 		$36.7M Sell
100,085
-7,981
-7% -$2.55M 5.01% 3
2023
Q4 		$32M Sell
108,066
-3,520
-3% -$913K 4.19% 10
2023
Q3 		$30.5M Sell
111,586
-28,495
-20% -$7.73M 4.51% 6
2023
Q2 		$34.5M Sell
140,081
-5,851
-4% -$1.3M 4.56% 5
2023
Q1 		$33.4M Sell
145,932
-2,424
-2% -$586K 4.36% 9
2022
Q4 		$35.5M Sell
148,356
-5,509
-4% -$1.2M 5.06% 5
2022
Q3 		$25.2M Sell
153,865
-2,966
-2% -$542K 4.21% 12
2022
Q2 		$28M Sell
156,831
-4,499
-3% -$948K 4.03% 12
2022
Q1 		$35.9M Sell
161,330
-2,847
-2% -$597K 4.08% 8
2021
Q4 		$33.9M Sell
164,177
-3,571
-2% -$719K 3.61% 14
2021
Q3 		$32.2M Sell
167,748
-1,765
-1% -$368K 3.6% 12
2021
Q2 		$36.9M Buy
169,513
+1,509
+0.9% +$349K 3.84% 14
2021
Q1 		$39M Buy
168,004
+507
+0.3% +$105K 4.37% 9
2020
Q4 		$30.5M Sell
167,497
-1,944
-1% -$330K 3.86% 10
2020
Q3 		$25.3M Sell
169,441
-12,017
-7% -$1.69M 3.84% 11
2020
Q2 		$23M Sell
181,458
-13,223
-7% -$1.57M 3.61% 14
2020
Q1 		$22.6M Sell
194,681
-17,549
-8% -$2.24M 3.83% 11
2019
Q4 		$31.3M Sell
212,230
-3,262
-2% -$455K 3.61% 18
2019
Q3 		$27.2M Sell
215,492
-4,255
-2% -$541K 3.41% 19
2019
Q2 		$29.9M Buy
219,747
+24,353
+12% +$3.22M 3.55% 16
2019
Q1 		$26.5M Sell
195,394
-14,769
-7% -$1.96M 3.68% 11
2018
Q4 		$26.7M Buy
210,163
+12,280
+6% +$1.6M 3.66% 11
2018
Q3 		$30.2M Buy
197,883
+3,780
+2% +$535K 3.6% 13
2018
Q2 		$26.3M Sell
194,103
-636
-0.3% -$95K 3.47% 14
2018
Q1 		$28.7M Sell
194,739
-4,362
-2% -$689K 3.89% 13
2017
Q4 		$31.4M Buy
199,101
+1,464
+0.7% +$203K 4.27% 13
2017
Q3 		$24.6M Buy
197,637
+4,265
+2% +$491K 3.61% 16
2017
Q2 		$20.8M Buy
193,372
+4,499
+2% +$457K 3.36% 16
2017
Q1 		$17.5M Buy
188,873
+8,542
+5% +$809K 2.92% 21
2016
Q4 		$16.7M Buy
+180,331
New +$16.3M 2.9% 21

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

Minneapolis Portfolio Management Group's CAT Position: Q1 2026 in Review

Minneapolis Portfolio Management Group reduced its Caterpillar (CAT) stake by 28% in Q1 2026, selling an estimated $13.5M and leaving 49,754 shares worth $35.2M. The position accounts for 3.74% of the portfolio, ranked #10.

Minneapolis Portfolio Management Group first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. The position peaked at $43.6M in Q3 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Minneapolis Portfolio Management Group held 49,754 shares of Caterpillar worth $35.2M as of Q1 2026.
  • Minneapolis Portfolio Management Group sold 19,462 Caterpillar shares in Q1 2026, an estimated $13.5M.
  • Caterpillar made up 3.74% of Minneapolis Portfolio Management Group's portfolio in Q1 2026, its #10 holding.
  • Minneapolis Portfolio Management Group first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
  • Minneapolis Portfolio Management Group's Caterpillar position peaked at $43.6M in Q3 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Minneapolis Portfolio Management Group's 13F filing for Q1 2026, filed 5 May 2026.