MRP Capital Investments’s Caterpillar CAT Stock Holding History

MRP Capital Investments’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	$563K	Sell	795 -110	-12%	-$76.2K	0.49%	52
2025 Q4	$518K	Sell	905 -195	-18%	-$108K	0.43%	61
2025 Q3	$427K	Hold	1,100	–	–	0.37%	70
2025 Q2	$427K	Sell	1,100 -325	-23%	-$108K	0.29%	65
2025 Q1	$470K	Hold	1,425	–	–	0.44%	69
2024 Q4	$517K	Buy	1,425 +10	+0.7%	+$3.88K	0.47%	65
2024 Q3	$553K	Sell	1,415 -645	-31%	-$223K	0.53%	58
2024 Q2	$686K	Sell	2,060 -70	-3%	-$24.3K	0.64%	58
2024 Q1	$781K	Buy	2,130 +845	+66%	+$270K	0.78%	47
2023 Q4	$380K	Buy	+1,285	New	+$333K	0.41%	73
2023 Q3	–	Sell	-510	Closed	-$125K	–	109
2023 Q2	$125K	Buy	510 +10	+2%	+$2.23K	0.12%	115
2023 Q1	$114K	Hold	500	–	–	0.13%	101
2022 Q4	$120K	Buy	+500	New	+$109K	0.13%	96

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

MRP Capital Investments's CAT Position: Q1 2026 in Review

MRP Capital Investments reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $76.2K and leaving 795 shares worth $563K. The position accounts for 0.49% of the portfolio, ranked #52.

MRP Capital Investments first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. The position peaked at $781K in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

MRP Capital Investments held 795 shares of Caterpillar worth $563K as of Q1 2026.
MRP Capital Investments sold 110 Caterpillar shares in Q1 2026, an estimated $76.2K.
Caterpillar made up 0.49% of MRP Capital Investments's portfolio in Q1 2026, its #52 holding.
MRP Capital Investments first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
MRP Capital Investments's Caterpillar position peaked at $781K in Q1 2024.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MRP Capital Investments's 13F filing for Q1 2026, filed 14 May 2026.