Quest Investment Management’s Caterpillar CAT Stock Holding History

Quest 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	$4.94M	Hold	6,968	–	–	0.58%	45
2025 Q4	$3.99M	Hold	6,968	–	–	0.43%	56
2025 Q3	$3.32M	Hold	6,968	–	–	0.35%	51
2025 Q2	$2.71M	Hold	6,968	–	–	0.3%	52
2025 Q1	$2.3M	Hold	6,968	–	–	0.28%	50
2024 Q4	$2.53M	Hold	6,968	–	–	0.29%	48
2024 Q3	$2.73M	Hold	6,968	–	–	0.32%	45
2024 Q2	$2.32M	Hold	6,968	–	–	0.26%	46
2024 Q1	$2.55M	Hold	6,968	–	–	0.29%	48
2023 Q4	$2.06M	Sell	6,968 -225	-3%	-$58.4K	0.26%	53
2023 Q3	$1.96M	Hold	7,193	–	–	0.28%	54
2023 Q2	$1.77M	Sell	7,193 -395	-5%	-$88.1K	0.24%	58
2023 Q1	$1.74M	Hold	7,588	–	–	0.24%	65
2022 Q4	$1.82M	Hold	7,588	–	–	0.22%	72
2022 Q3	$1.25M	Hold	7,588	–	–	0.15%	76
2022 Q2	$1.36M	Hold	7,588	–	–	0.16%	77
2022 Q1	$1.69M	Hold	7,588	–	–	0.16%	75
2021 Q4	$1.57M	Hold	7,588	–	–	0.13%	76
2021 Q3	$1.46M	Hold	7,588	–	–	0.13%	75
2021 Q2	$1.65M	Hold	7,588	–	–	0.15%	78
2021 Q1	$1.76M	Sell	7,588 -20	-0.3%	-$4.14K	0.16%	79
2020 Q4	$1.39M	Hold	7,608	–	–	0.12%	82
2020 Q3	$1.14M	Hold	7,608	–	–	0.11%	87
2020 Q2	$962K	Hold	7,608	–	–	0.11%	77
2020 Q1	$883K	Hold	7,608	–	–	0.12%	77
2019 Q4	$1.12M	Hold	7,608	–	–	0.13%	79
2019 Q3	$961K	Hold	7,608	–	–	0.12%	79
2019 Q2	$1.04M	Hold	7,608	–	–	0.13%	77
2019 Q1	$1.03M	Hold	7,608	–	–	0.14%	77
2018 Q4	$967K	Hold	7,608	–	–	0.15%	77
2018 Q3	$1.16M	Hold	7,608	–	–	0.16%	81
2018 Q2	$1.03M	Hold	7,608	–	–	0.15%	81
2018 Q1	$1.12M	Hold	7,608	–	–	0.17%	85
2017 Q4	$1.2M	Hold	7,608	–	–	0.18%	81
2017 Q3	$949K	Sell	7,608 -200	-3%	-$23K	0.12%	81
2017 Q2	$839K	Buy	7,808 +370	+5%	+$37.6K	0.11%	79
2017 Q1	$690K	Hold	7,438	–	–	0.09%	81
2016 Q4	$690K	Hold	7,438	–	–	0.09%	75
2016 Q3	$660K	Hold	7,438	–	–	0.09%	78
2016 Q2	$564K	Hold	7,438	–	–	0.08%	79
2016 Q1	$569K	Sell	7,438 -195	-3%	-$13.1K	0.08%	76
2015 Q4	$519K	Hold	7,633	–	–	0.07%	84
2015 Q3	$499K	Hold	7,633	–	–	0.07%	84
2015 Q2	$647K	Hold	7,633	–	–	0.09%	87
2015 Q1	$611K	Sell	7,633 -55	-0.7%	-$4.57K	0.08%	97
2014 Q4	$704K	Hold	7,688	–	–	0.08%	97
2014 Q3	$761K	Hold	7,688	–	–	0.08%	108
2014 Q2	$835K	Hold	7,688	–	–	0.08%	106
2014 Q1	$764K	Sell	7,688 -50	-0.6%	-$4.71K	0.07%	105
2013 Q4	$703K	Hold	7,738	–	–	0.06%	113
2013 Q3	$645K	Hold	7,738	–	–	0.06%	113
2013 Q2	$638K	Buy	+7,738	New	+$658K	0.05%	103

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

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

Quest Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 6,968 shares worth $4.94M. The position accounts for 0.58% of the portfolio, ranked #45.

Quest Investment Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Quest Investment Management held 6,968 shares of Caterpillar worth $4.94M as of Q1 2026.
Quest Investment Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.58% of Quest Investment Management's portfolio in Q1 2026, its #45 holding.
Quest Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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