PVM
CAT icon

Palogic Value Management’s Caterpillar CAT Stock Holding History

Palogic Value 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 		$947K Sell
1,336
-68
-5% -$47.1K 0.4% 76
2025
Q4 		$804K Sell
1,404
-4
-0.3% -$2.22K 0.34% 94
2025
Q3 		$672K Buy
1,408
+2
+0.1% +$854 0.27% 102
2025
Q2 		$546K Buy
1,406
+391
+39% +$130K 0.22% 103
2025
Q1 		$335K Buy
1,015
+58
+6% +$20.7K 0.14% 120
2024
Q4 		$347K Buy
957
+15
+2% +$5.82K 0.13% 132
2024
Q3 		$368K Sell
942
-16
-2% -$5.53K 0.13% 132
2024
Q2 		$319K Buy
958
+4
+0.4% +$1.39K 0.14% 121
2024
Q1 		$350K Sell
954
-23
-2% -$7.35K 0.15% 118
2023
Q4 		$289K Buy
977
+132
+16% +$34.2K 0.13% 124
2023
Q3 		$231K Sell
845
-27
-3% -$7.33K 0.11% 133
2023
Q2 		$215K Sell
872
-38
-4% -$8.47K 0.1% 139
2023
Q1 		$208K Buy
+910
New +$220K 0.1% 145

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

Palogic Value Management's CAT Position: Q1 2026 in Review

Palogic Value Management reduced its Caterpillar (CAT) stake by 4.8% in Q1 2026, selling an estimated $47.1K and leaving 1,336 shares worth $947K. The position accounts for 0.4% of the portfolio, ranked #76.

Palogic Value Management first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Palogic Value Management held 1,336 shares of Caterpillar worth $947K as of Q1 2026.
  • Palogic Value Management sold 68 Caterpillar shares in Q1 2026, an estimated $47.1K.
  • Caterpillar made up 0.4% of Palogic Value Management's portfolio in Q1 2026, its #76 holding.
  • Palogic Value Management first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.