Ramsay Stattman Vela & Price’s Caterpillar CAT Stock Holding History

Ramsay Stattman Vela & Price’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	$701K	Sell	990 -40	-4%	-$27.7K	0.14%	63
2025 Q4	$590K	Sell	1,030 -40	-4%	-$22.2K	0.11%	64
2025 Q3	$511K	Sell	1,070 -230	-18%	-$98.2K	0.09%	65
2025 Q2	$505K	Sell	1,300 -9	-0.7%	-$3K	0.09%	65
2025 Q1	$432K	Sell	1,309 -160	-11%	-$57K	0.08%	67
2024 Q4	$533K	Sell	1,469 -151	-9%	-$58.6K	0.1%	64
2024 Q3	$634K	Sell	1,620 -125	-7%	-$43.2K	0.12%	64
2024 Q2	$581K	Sell	1,745 -155	-8%	-$53.7K	0.11%	66
2024 Q1	$696K	Hold	1,900	–	–	0.13%	64
2023 Q4	$562K	Hold	1,900	–	–	0.11%	66
2023 Q3	$519K	Hold	1,900	–	–	0.11%	67
2023 Q2	$467K	Hold	1,900	–	–	0.1%	74
2023 Q1	$435K	Hold	1,900	–	–	0.09%	76
2022 Q4	$455K	Sell	1,900 -200	-10%	-$43.5K	0.1%	76
2022 Q3	$345K	Hold	2,100	–	–	0.09%	74
2022 Q2	$375K	Buy	2,100 +400	+24%	+$84.3K	0.08%	84
2022 Q1	$379K	Sell	1,700 -50	-3%	-$10.5K	0.07%	84
2021 Q4	$362K	Hold	1,750	–	–	0.08%	60
2021 Q3	$336K	Hold	1,750	–	–	0.08%	60
2021 Q2	$381K	Hold	1,750	–	–	0.09%	59
2021 Q1	$406K	Buy	1,750 +200	+13%	+$41.4K	0.11%	59
2020 Q4	$282K	Hold	1,550	–	–	0.08%	63
2020 Q3	$231K	Buy	+1,550	New	+$218K	0.07%	61
2020 Q1	–	Sell	-1,550	Closed	-$229K	–	61
2019 Q4	$229K	Buy	+1,550	New	+$216K	0.07%	61
2019 Q3	–	Sell	-1,550	Closed	-$211K	–	60
2019 Q2	$211K	Sell	1,550 -58	-4%	-$7.66K	0.08%	57
2019 Q1	$218K	Hold	1,608	–	–	0.08%	57
2018 Q4	$204K	Sell	1,608 -107	-6%	-$13.9K	0.09%	56
2018 Q3	$262K	Sell	1,715 -100	-6%	-$14.1K	0.1%	56
2018 Q2	$246K	Hold	1,815	–	–	0.1%	57
2018 Q1	$267K	Hold	1,815	–	–	0.11%	56
2017 Q4	$286K	Sell	1,815 -82	-4%	-$11.4K	0.11%	55
2017 Q3	$237K	Buy	+1,897	New	+$218K	0.1%	56
2017 Q1	–	Sell	-2,290	Closed	-$212K	–	60
2016 Q4	$212K	Hold	2,290	–	–	0.1%	59
2016 Q3	$203K	Buy	+2,290	New	+$187K	0.1%	59
2015 Q3	–	Sell	-2,360	Closed	-$200K	–	63
2015 Q2	$200K	Buy	+2,360	New	+$203K	0.1%	61
2015 Q1	–	Sell	-2,360	Closed	-$216K	–	63
2014 Q4	$216K	Hold	2,360	–	–	0.1%	63
2014 Q3	$234K	Hold	2,360	–	–	0.12%	51
2014 Q2	$256K	Hold	2,360	–	–	0.13%	48
2014 Q1	$235K	Hold	2,360	–	–	0.12%	49
2013 Q4	$214K	Buy	+2,360	New	+$202K	0.11%	49

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

Ramsay Stattman Vela & Price's CAT Position: Q1 2026 in Review

Ramsay Stattman Vela & Price reduced its Caterpillar (CAT) stake by 3.9% in Q1 2026, selling an estimated $27.7K and leaving 990 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #63.

Ramsay Stattman Vela & Price first reported a position in CAT in Q4 2013 and has held it in 40 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Ramsay Stattman Vela & Price held 990 shares of Caterpillar worth $701K as of Q1 2026.
Ramsay Stattman Vela & Price sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
Caterpillar made up 0.14% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #63 holding.
Ramsay Stattman Vela & Price first reported a position in Caterpillar in Q4 2013 and has held it in 40 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.