Monetta Financial Services’s Caterpillar CAT Stock Holding History

Monetta Financial Services’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	$992K	Buy	+1,400	New	+$970K	0.77%	53
2025 Q1	–	Sell	-2,500	Closed	-$907K	–	56
2024 Q4	$907K	Hold	2,500	–	–	0.73%	39
2024 Q3	$978K	Hold	2,500	–	–	0.83%	30
2024 Q2	$833K	Buy	+2,500	New	+$867K	0.72%	42
2019 Q2	–	Sell	-10,000	Closed	-$1.35M	–	40
2019 Q1	$1.35M	Hold	10,000	–	–	0.98%	24
2018 Q4	$1.27M	Buy	+10,000	New	+$1.3M	0.99%	25
2014 Q4	–	Sell	-13,000	Closed	-$1.29M	–	59
2014 Q3	$1.29M	Hold	13,000	–	–	0.68%	43
2014 Q2	$1.41M	Hold	13,000	–	–	0.74%	51
2014 Q1	$1.29M	Buy	+13,000	New	+$1.23M	0.7%	50
2013 Q3	–	Sell	-18,500	Closed	-$1.53M	–	64
2013 Q2	$1.53M	Buy	+18,500	New	+$1.57M	1.36%	34

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

Monetta Financial Services's CAT Position: Q1 2026 in Review

Monetta Financial Services opened a new position in Caterpillar (CAT) in Q1 2026: 1,400 shares worth $992K. The stake represents 0.77% of the portfolio and ranks #53 among its holdings. This is a return to the name: Monetta Financial Services previously reported a position in CAT as recently as Q4 2024.

Monetta Financial Services first reported a position in CAT in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.53M in Q2 2013. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Monetta Financial Services held 1,400 shares of Caterpillar worth $992K as of Q1 2026.
Caterpillar was a new Monetta Financial Services position in Q1 2026.
Caterpillar made up 0.77% of Monetta Financial Services's portfolio in Q1 2026, its #53 holding.
Monetta Financial Services first reported a position in Caterpillar in Q2 2013 and has held it in 10 quarters since.
Monetta Financial Services's Caterpillar position peaked at $1.53M in Q2 2013.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.