Plato Investment Management’s Caterpillar CAT Stock Holding History

Plato 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	$9.97M	Buy	14,070 +271	+2%	+$188K	0.67%	22
2025 Q4	$7.94M	Sell	13,799 -648	-4%	-$360K	0.52%	36
2025 Q3	$6.84M	Buy	14,447 +679	+5%	+$290K	0.46%	38
2025 Q2	$5.33M	Buy	13,768 +839	+6%	+$280K	0.4%	50
2025 Q1	$4.31M	Sell	12,929 -1,665	-11%	-$593K	0.36%	65
2024 Q4	$5.31M	Hold	14,594	–	–	0.39%	53
2024 Q3	$5.7M	Hold	14,594	–	–	0.46%	42
2024 Q2	$4.86M	Buy	14,594 +1,129	+8%	+$391K	0.45%	42
2024 Q1	$4.93M	Buy	13,465 +10,660	+380%	+$3.41M	0.51%	40
2023 Q4	$829K	Buy	+2,805	New	+$728K	1.02%	18

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

Plato Investment Management's CAT Position: Q1 2026 in Review

Plato Investment Management increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $188K and bringing the position to 14,070 shares worth $9.97M. The position accounts for 0.67% of the portfolio, ranked #22.

Plato Investment Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Plato Investment Management held 14,070 shares of Caterpillar worth $9.97M as of Q1 2026.
Plato Investment Management bought 271 Caterpillar shares in Q1 2026, an estimated $188K.
Caterpillar made up 0.67% of Plato Investment Management's portfolio in Q1 2026, its #22 holding.
Plato Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.