Princeton Capital Management’s Caterpillar CAT Stock Holding History

Princeton Capital 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	$3.4M	Buy	4,801 +54	+1%	+$37.4K	0.93%	23
2025 Q4	$2.72M	Sell	4,747 -21	-0.4%	-$11.7K	0.7%	24
2025 Q3	$2.28M	Hold	4,768	–	–	0.61%	26
2025 Q2	$1.85M	Sell	4,768 -170	-3%	-$56.7K	0.55%	31
2025 Q1	$1.63M	Sell	4,938 -1	-0%	-$356	0.57%	30
2024 Q4	$1.79M	Sell	4,939 -65	-1%	-$25.2K	0.55%	31
2024 Q3	$1.96M	Buy	5,004 +31	+0.6%	+$10.7K	0.62%	33
2024 Q2	$1.66M	Sell	4,973 -66	-1%	-$22.9K	0.54%	34
2024 Q1	$1.85M	Sell	5,039 -324	-6%	-$104K	0.67%	35
2023 Q4	$1.59M	Sell	5,363 -285	-5%	-$73.9K	0.64%	37
2023 Q3	$1.54M	Sell	5,648 -430	-7%	-$117K	0.71%	34
2023 Q2	$1.5M	Sell	6,078 -490	-7%	-$109K	0.62%	37
2023 Q1	$1.5M	Sell	6,568 -2,155	-25%	-$521K	0.64%	38
2022 Q4	$2.09M	Sell	8,723 -174	-2%	-$37.9K	0.93%	33
2022 Q3	$1.46M	Sell	8,897 -364	-4%	-$66.5K	0.64%	36
2022 Q2	$1.66M	Sell	9,261 -179	-2%	-$37.7K	0.64%	39
2022 Q1	$2.1M	Sell	9,440 -363	-4%	-$76.1K	0.65%	38
2021 Q4	$2.03M	Sell	9,803 -75	-0.8%	-$15.1K	0.58%	40
2021 Q3	$1.9M	Sell	9,878 -48	-0.5%	-$10K	0.6%	39
2021 Q2	$2.16M	Sell	9,926 -195	-2%	-$45K	0.67%	40
2021 Q1	$2.35M	Buy	10,121 +135	+1%	+$27.9K	0.79%	38
2020 Q4	$1.82M	Sell	9,986 -223	-2%	-$37.8K	0.65%	39
2020 Q3	$1.52M	Sell	10,209 -605	-6%	-$85K	0.61%	41
2020 Q2	$1.37M	Sell	10,814 -182	-2%	-$21.6K	0.61%	41
2020 Q1	$1.18M	Sell	10,996 -1,573	-13%	-$201K	0.62%	38
2019 Q4	$1.68M	Sell	12,569 -260	-2%	-$36.3K	0.75%	34
2019 Q3	$1.62M	Hold	12,829	–	–	0.79%	34
2019 Q2	$1.75M	Hold	12,829	–	–	0.85%	32
2019 Q1	$1.74M	Sell	12,829 -325	-2%	-$43.2K	0.88%	30
2018 Q4	$1.67M	Sell	13,154 -424	-3%	-$55.2K	0.97%	29
2018 Q3	$2.07M	Sell	13,578 -351	-3%	-$49.6K	0.86%	30
2018 Q2	$1.89M	Sell	13,929 -209	-1%	-$31.2K	0.82%	32
2018 Q1	$2.08M	Sell	14,138 -50	-0.4%	-$7.89K	0.93%	32
2017 Q4	$2.24M	Buy	+14,188	New	+$1.97M	1%	31
2014 Q3	–	Sell	-18,066	Closed	-$1.96M	–	84
2014 Q2	$1.96M	Sell	18,066 -566	-3%	-$59.4K	1.66%	18
2014 Q1	$1.85M	Sell	18,632 -550	-3%	-$51.9K	1.56%	17
2013 Q4	$1.74M	Buy	19,182 +2,175	+13%	+$186K	1.45%	31
2013 Q3	$1.42M	Sell	17,007 -407	-2%	-$34.4K	1.29%	44
2013 Q2	$1.44M	Buy	+17,414	New	+$1.48M	1.36%	33

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

Princeton Capital Management's CAT Position: Q1 2026 in Review

Princeton Capital Management increased its Caterpillar (CAT) stake by 1.1% in Q1 2026, buying an estimated $37.4K and bringing the position to 4,801 shares worth $3.4M. The position accounts for 0.93% of the portfolio, ranked #23.

Princeton Capital Management first reported a position in CAT in Q2 2013 and has held it in 39 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Princeton Capital Management held 4,801 shares of Caterpillar worth $3.4M as of Q1 2026.
Princeton Capital Management bought 54 Caterpillar shares in Q1 2026, an estimated $37.4K.
Caterpillar made up 0.93% of Princeton Capital Management's portfolio in Q1 2026, its #23 holding.
Princeton Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 39 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.