PCS
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Personal CFO Solutions’s Caterpillar CAT Stock Holding History

Personal CFO Solutions’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 		$726K Buy
1,025
+169
+20% +$117K 0.1% 176
2025
Q4 		$491K Hold
856
– – 0.08% 240
2025
Q3 		$409K Buy
856
+4
+0.5% +$1.71K 0.07% 263
2025
Q2 		$331K Buy
852
+8
+0.9% +$2.67K 0.06% 302
2025
Q1 		$278K Buy
844
+199
+31% +$70.9K 0.06% 334
2024
Q4 		$234K Sell
645
-770
-54% -$299K 0.05% 398
2024
Q3 		$553K Buy
1,415
+59
+4% +$20.4K 0.08% 242
2024
Q2 		$452K Buy
1,356
+12
+0.9% +$4.16K 0.07% 269
2024
Q1 		$493K Sell
1,344
-75
-5% -$24K 0.08% 255
2023
Q4 		$420K Buy
1,419
+164
+13% +$42.5K 0.07% 279
2023
Q3 		$343K Sell
1,255
-184
-13% -$49.9K 0.07% 293
2023
Q2 		$354K Buy
1,439
+16
+1% +$3.57K 0.07% 292
2023
Q1 		$326K Sell
1,423
-153
-10% -$37K 0.07% 287
2022
Q4 		$378K Buy
+1,576
New +$343K 0.08% 242

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

Personal CFO Solutions's CAT Position: Q1 2026 in Review

Personal CFO Solutions increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $117K and bringing the position to 1,025 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #176.

Personal CFO Solutions first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Personal CFO Solutions held 1,025 shares of Caterpillar worth $726K as of Q1 2026.
  • Personal CFO Solutions bought 169 Caterpillar shares in Q1 2026, an estimated $117K.
  • Caterpillar made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #176 holding.
  • Personal CFO Solutions first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.