MF
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Montis Financial’s Caterpillar CAT Stock Holding History

Montis Financial’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 		$2.43M Sell
3,436
-331
-9% -$229K 0.5% 35
2025
Q4 		$2.16M Buy
3,767
+99
+3% +$55K 0.43% 38
2025
Q3 		$1.75M Sell
3,668
-92
-2% -$39.3K 0.4% 44
2025
Q2 		$1.46M Sell
3,760
-18
-0.5% -$6K 0.41% 42
2025
Q1 		$1.25M Sell
3,778
-40
-1% -$14.2K 0.37% 47
2024
Q4 		$1.38M Buy
3,818
+421
+12% +$163K 0.43% 42
2024
Q3 		$1.33M Sell
3,397
-60
-2% -$20.7K 0.47% 34
2024
Q2 		$1.15M Sell
3,457
-64
-2% -$22.2K 0.53% 29
2024
Q1 		$1.29M Sell
3,521
-573
-14% -$183K 0.61% 24
2023
Q4 		$1.21M Hold
4,094
– – 0.72% 18
2023
Q3 		$1.12M Hold
4,094
– – 0.75% 17
2023
Q2 		$1.01M Buy
4,094
+1
+0% +$223 0.66% 18
2023
Q1 		$937K Buy
4,093
+90
+2% +$21.8K 0.72% 20
2022
Q4 		$959K Hold
4,003
– – 0.81% 18
2022
Q3 		$657K Sell
4,003
-8
-0.2% -$1.46K 0.63% 23
2022
Q2 		$717K Sell
4,011
-5
-0.1% -$1.05K 0.67% 21
2022
Q1 		$895K Sell
4,016
-14
-0.3% -$2.94K 0.7% 21
2021
Q4 		$833K Buy
4,030
+505
+14% +$102K 0.6% 23
2021
Q3 		$681K Buy
3,525
+5
+0.1% +$1.04K 0.58% 22
2021
Q2 		$766K Hold
3,520
– – 0.63% 24
2021
Q1 		$819K Hold
3,520
– – 0.76% 19
2020
Q4 		$636K Buy
+3,520
New +$597K 0.64% 26

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

Montis Financial's CAT Position: Q1 2026 in Review

Montis Financial reduced its Caterpillar (CAT) stake by 8.8% in Q1 2026, selling an estimated $229K and leaving 3,436 shares worth $2.43M. The position accounts for 0.5% of the portfolio, ranked #35.

Montis Financial first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Montis Financial held 3,436 shares of Caterpillar worth $2.43M as of Q1 2026.
  • Montis Financial sold 331 Caterpillar shares in Q1 2026, an estimated $229K.
  • Caterpillar made up 0.5% of Montis Financial's portfolio in Q1 2026, its #35 holding.
  • Montis Financial first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.