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North Star Investment Management’s Caterpillar CAT Stock Holding History

North Star Investment Management’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 		$8.35M Buy
11,792
+37
+0.3% +$25.6K 0.51% 42
2025
Q4 		$6.73M Buy
11,755
+373
+3% +$207K 0.42% 50
2025
Q3 		$5.43M Buy
11,382
+9
+0.1% +$3.84K 0.35% 59
2025
Q2 		$4.42M Sell
11,373
-393
-3% -$131K 0.31% 71
2025
Q1 		$3.88M Sell
11,766
-547
-4% -$195K 0.28% 83
2024
Q4 		$4.47M Buy
12,313
+7
+0.1% +$2.71K 0.31% 75
2024
Q3 		$4.81M Buy
12,306
+8
+0.1% +$2.76K 0.33% 73
2024
Q2 		$4.1M Sell
12,298
-2,733
-18% -$948K 0.3% 78
2024
Q1 		$5.51M Buy
15,031
+229
+2% +$73.2K 0.39% 64
2023
Q4 		$4.38M Buy
14,802
+10
+0.1% +$2.59K 0.34% 77
2023
Q3 		$4.04M Sell
14,792
-771
-5% -$209K 0.34% 77
2023
Q2 		$3.83M Sell
15,563
-26
-0.2% -$5.8K 0.31% 81
2023
Q1 		$3.57M Sell
15,589
-38
-0.2% -$9.19K 0.29% 90
2022
Q4 		$3.74M Buy
15,627
+22
+0.1% +$4.79K 0.33% 76
2022
Q3 		$2.56M Buy
15,605
+11
+0.1% +$2.01K 0.25% 103
2022
Q2 		$2.79M Buy
15,594
+1,701
+12% +$358K 0.25% 96
2022
Q1 		$3.1M Sell
13,893
-322
-2% -$67.5K 0.24% 101
2021
Q4 		$2.94M Buy
14,215
+435
+3% +$87.6K 0.21% 110
2021
Q3 		$2.65M Buy
13,780
+29
+0.2% +$6.04K 0.21% 116
2021
Q2 		$2.99M Buy
13,751
+1
+0% +$231 0.24% 107
2021
Q1 		$3.19M Hold
13,750
– – 0.3% 92
2020
Q4 		$2.5M Buy
13,750
+1
+0% +$170 0.26% 97
2020
Q3 		$2.05M Sell
13,749
-36
-0.3% -$5.06K 0.24% 98
2020
Q2 		$1.74M Sell
13,785
-449
-3% -$53.2K 0.23% 108
2020
Q1 		$1.65M Sell
14,234
-8,543
-38% -$1.09M 0.24% 108
2019
Q4 		$3.36M Buy
22,777
+400
+2% +$55.8K 0.35% 76
2019
Q3 		$2.83M Buy
22,377
+601
+3% +$76.4K 0.31% 86
2019
Q2 		$2.97M Buy
21,776
+3,116
+17% +$412K 0.34% 84
2019
Q1 		$2.53M Buy
18,660
+9,011
+93% +$1.2M 0.3% 94
2018
Q4 		$1.23M Buy
9,649
+105
+1% +$13.7K 0.16% 168
2018
Q3 		$1.46M Hold
9,544
– – 0.16% 167
2018
Q2 		$1.29M Buy
9,544
+445
+5% +$66.5K 0.15% 179
2018
Q1 		$1.34M Hold
9,099
– – 0.16% 168
2017
Q4 		$1.43M Hold
9,099
– – 0.17% 154
2017
Q3 		$1.14M Buy
9,099
+1,474
+19% +$170K 0.14% 173
2017
Q2 		$819K Sell
7,625
-350
-4% -$35.6K 0.11% 203
2017
Q1 		$740K Buy
7,975
+240
+3% +$22.7K 0.1% 209
2016
Q4 		$717K Buy
7,735
+1,950
+34% +$177K 0.11% 194
2016
Q3 		$514K Sell
5,785
-133
-2% -$10.9K 0.09% 211
2016
Q2 		$449K Buy
5,918
+250
+4% +$18.7K 0.08% 219
2016
Q1 		$434K Hold
5,668
– – 0.08% 220
2015
Q4 		$385K Hold
5,668
– – 0.07% 231
2015
Q3 		$370K Hold
5,668
– – 0.08% 237
2015
Q2 		$481K Sell
5,668
-1,381
-20% -$119K 0.09% 220
2015
Q1 		$564K Sell
7,049
-250
-3% -$20.8K 0.11% 201
2014
Q4 		$668K Sell
7,299
-250
-3% -$24.3K 0.13% 182
2014
Q3 		$748K Buy
7,549
+1,334
+21% +$141K 0.15% 159
2014
Q2 		$675K Buy
6,215
+230
+4% +$24.1K 0.14% 172
2014
Q1 		$595K Sell
5,985
-415
-6% -$39.1K 0.12% 183
2013
Q4 		$581K Buy
6,400
+180
+3% +$15.4K 0.13% 190
2013
Q3 		$519K Sell
6,220
-380
-6% -$32.1K 0.14% 178
2013
Q2 		$544K Buy
+6,600
New +$561K 0.14% 155

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

North Star Investment Management's CAT Position: Q1 2026 in Review

North Star Investment Management increased its Caterpillar (CAT) stake by 0.31% in Q1 2026, buying an estimated $25.6K and bringing the position to 11,792 shares worth $8.35M. The position accounts for 0.51% of the portfolio, ranked #42.

North Star Investment Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • North Star Investment Management held 11,792 shares of Caterpillar worth $8.35M as of Q1 2026.
  • North Star Investment Management bought 37 Caterpillar shares in Q1 2026, an estimated $25.6K.
  • Caterpillar made up 0.51% of North Star Investment Management's portfolio in Q1 2026, its #42 holding.
  • North Star Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.