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Moors & Cabot’s Caterpillar CAT Stock Holding History

Moors & Cabot’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
2023
Q1 		– Sell
-100
Closed -$1.98K – 886
2022
Q4 		$1.98K Buy
+100
New +$21.8K ﹤0.01% 845
2021
Q3 		– Sell
-1,000
Closed -$16K – 872
2021
Q2 		$16K Buy
+1,000
New +$231K ﹤0.01% 803

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

Moors & Cabot's CAT Position: Q1 2026 in Review

Moors & Cabot increased its Caterpillar (CAT) stake by 1.4% in Q1 2026, buying an estimated $166K and bringing the position to 16,857 shares worth $11.9M. The position accounts for 0.51% of the portfolio, ranked #42.

Moors & Cabot first reported a position in CAT in Q1 2014 and has held it in 49 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Moors & Cabot held 16,857 shares of Caterpillar worth $11.9M as of Q1 2026.
  • Moors & Cabot bought 239 Caterpillar shares in Q1 2026, an estimated $166K.
  • Caterpillar made up 0.51% of Moors & Cabot's portfolio in Q1 2026, its #42 holding.
  • Moors & Cabot first reported a position in Caterpillar in Q1 2014 and has held it in 49 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.