M
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MOTCO’s Caterpillar CAT Stock Holding History

MOTCO’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 		$156K Hold
220
– – 0.01% 228
2025
Q4 		$126K Hold
220
– – 0.01% 247
2025
Q3 		$105K Hold
220
– – 0.01% 270
2025
Q2 		$96.4K Sell
220
-154
-41% -$51.3K 0.01% 261
2025
Q1 		$123K Sell
374
-8
-2% -$2.85K 0.01% 219
2024
Q4 		$139K Sell
382
-25
-6% -$9.7K 0.01% 211
2024
Q3 		$159K Buy
407
+25
+7% +$8.63K 0.02% 220
2024
Q2 		$127K Hold
382
– – 0.01% 314
2024
Q1 		$140K Hold
382
– – 0.01% 304
2023
Q4 		$113K Hold
382
– – 0.01% 289
2023
Q3 		$104K Hold
382
– – 0.01% 287
2023
Q2 		$94K Buy
382
+262
+218% +$58.4K 0.01% 287
2023
Q1 		$27.5K Hold
120
– – ﹤0.01% 392
2022
Q4 		$28.7K Sell
120
-231
-66% -$50.3K ﹤0.01% 394
2022
Q3 		$58K Buy
351
+43
+14% +$7.86K ﹤0.01% 340
2022
Q2 		$55K Hold
308
– – ﹤0.01% 350
2022
Q1 		$69K Buy
308
+251
+440% +$52.6K ﹤0.01% 325
2021
Q4 		$12K Hold
57
– – ﹤0.01% 462
2021
Q3 		$11K Hold
57
– – ﹤0.01% 494
2021
Q2 		$12K Sell
57
-77
-57% -$17.8K ﹤0.01% 476
2021
Q1 		$31K Sell
134
-250
-65% -$51.8K ﹤0.01% 374
2020
Q4 		$70K Hold
384
– – 0.01% 329
2020
Q3 		$57K Hold
384
– – ﹤0.01% 328
2020
Q2 		$49K Hold
384
– – ﹤0.01% 322
2020
Q1 		$45K Buy
384
+50
+15% +$6.39K ﹤0.01% 308
2019
Q4 		$49K Buy
334
+71
+27% +$9.91K ﹤0.01% 318
2019
Q3 		$33K Sell
263
-158
-38% -$20.1K ﹤0.01% 348
2019
Q2 		$57K Buy
421
+158
+60% +$20.9K 0.01% 349
2019
Q1 		$36K Sell
263
-242
-48% -$32.1K ﹤0.01% 348
2018
Q4 		$64K Hold
505
– – 0.01% 292
2018
Q3 		$77K Hold
505
– – 0.01% 290
2018
Q2 		$69K Hold
505
– – 0.01% 288
2018
Q1 		$74K Sell
505
-150
-23% -$23.7K 0.01% 291
2017
Q4 		$103K Sell
655
-100
-13% -$13.9K 0.01% 243
2017
Q3 		$94K Sell
755
-234
-24% -$26.9K 0.01% 249
2017
Q2 		$106K Buy
989
+718
+265% +$72.9K 0.01% 244
2017
Q1 		$25K Sell
271
-97
-26% -$9.18K ﹤0.01% 384
2016
Q4 		$34K Hold
368
– – ﹤0.01% 352
2016
Q3 		$33K Hold
368
– – ﹤0.01% 341
2016
Q2 		$28K Hold
368
– – ﹤0.01% 314
2016
Q1 		$28K Hold
368
– – ﹤0.01% 313
2015
Q4 		$25K Sell
368
-97
-21% -$6.78K ﹤0.01% 318
2015
Q3 		$30K Sell
465
-79,734
-99% -$6.1M ﹤0.01% 324
2015
Q2 		$6.8M Buy
80,199
+3,564
+5% +$306K 0.78% 37
2015
Q1 		$6.13M Sell
76,635
-6,407
-8% -$532K 0.69% 50
2014
Q4 		$7.6M Sell
83,042
-147
-0.2% -$14.3K 0.81% 37
2014
Q3 		$8.24M Buy
83,189
+6,776
+9% +$718K 0.87% 33
2014
Q2 		$8.3M Buy
76,413
+2,256
+3% +$237K 0.91% 29
2014
Q1 		$7.37M Buy
74,157
+504
+0.7% +$47.5K 0.84% 29
2013
Q4 		$6.69M Buy
73,653
+3,010
+4% +$257K 0.77% 36
2013
Q3 		$5.89M Buy
70,643
+2,689
+4% +$227K 0.72% 38
2013
Q2 		$5.61M Buy
+67,954
New +$5.78M 0.71% 37

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

MOTCO's CAT Position: Q1 2026 in Review

MOTCO held its Caterpillar (CAT) position steady in Q1 2026 at 220 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #228.

MOTCO first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.3M in Q2 2014. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MOTCO held 220 shares of Caterpillar worth $156K as of Q1 2026.
  • MOTCO left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.01% of MOTCO's portfolio in Q1 2026, its #228 holding.
  • MOTCO first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's Caterpillar position peaked at $8.3M in Q2 2014.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.