P
CAT icon

&Partners’s Caterpillar CAT Stock Holding History

&Partners’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 		$76.7M Buy
108,243
+8,857
+9% +$6.13M 0.38% 50
2025
Q4 		$57M Buy
99,386
+16,494
+20% +$9.17M 0.3% 69
2025
Q3 		$36.8M Buy
82,892
+10,511
+15% +$4.49M 0.24% 96
2025
Q2 		$28.1M Buy
72,381
+19,425
+37% +$6.47M 0.22% 104
2025
Q1 		$17.5M Buy
52,956
+4,128
+8% +$1.47M 0.19% 119
2024
Q4 		$17.8M Buy
48,828
+21,730
+80% +$8.43M 0.21% 103
2024
Q3 		$10.7M Buy
27,098
+16,310
+151% +$5.63M 0.21% 109
2024
Q2 		$3.59M Buy
10,788
+4,963
+85% +$1.72M 0.16% 145
2024
Q1 		$2.13M Buy
5,825
+1,752
+43% +$560K 0.29% 67
2023
Q4 		$1.2M Buy
4,073
+430
+12% +$112K 0.29% 81
2023
Q3 		$995K Buy
3,643
+1
+0% +$271 0.46% 43
2023
Q2 		$896K Buy
3,642
+70
+2% +$15.6K 0.4% 50
2023
Q1 		$817K Sell
3,572
-23
-0.6% -$5.56K 0.39% 53
2022
Q4 		$861K Hold
3,595
– – 0.43% 51
2022
Q3 		$590K Buy
3,595
+106
+3% +$19.4K 0.34% 71
2022
Q2 		$624K Buy
3,489
+1,354
+63% +$285K 0.36% 67
2022
Q1 		$476K Buy
2,135
+651
+44% +$137K 0.27% 92
2021
Q4 		$307K Buy
1,484
+75
+5% +$15.1K 0.19% 124
2021
Q3 		$270K Buy
1,409
+1
+0.1% +$208 0.17% 137
2021
Q2 		$306K Buy
1,408
+54
+4% +$12.5K 0.2% 117
2021
Q1 		$314K Buy
+1,354
New +$280K 0.23% 103
2020
Q1 		– Sell
-1,540
Closed -$227K – 152
2019
Q4 		$227K Buy
+1,540
New +$215K 0.27% 125
2019
Q3 		– Sell
-1,540
Closed -$210K – 159
2019
Q2 		$210K Buy
+1,540
New +$203K 0.29% 120

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

&Partners's CAT Position: Q1 2026 in Review

&Partners increased its Caterpillar (CAT) stake by 8.9% in Q1 2026, buying an estimated $6.13M and bringing the position to 108,243 shares worth $76.7M. The position accounts for 0.38% of the portfolio, ranked #50.

&Partners first reported a position in CAT in Q2 2019 and has held it in 23 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • &Partners held 108,243 shares of Caterpillar worth $76.7M as of Q1 2026.
  • &Partners bought 8,857 Caterpillar shares in Q1 2026, an estimated $6.13M.
  • Caterpillar made up 0.38% of &Partners's portfolio in Q1 2026, its #50 holding.
  • &Partners first reported a position in Caterpillar in Q2 2019 and has held it in 23 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.