Requisite Capital Management’s Caterpillar CAT Stock Holding History

Requisite 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	$627K	Hold	886	–	–	0.12%	54
2025 Q4	$507K	Buy	+886	New	+$492K	0.1%	62
2025 Q3	–	Sell	-880	Closed	-$342K	–	365
2025 Q2	$342K	Buy	880 +3	+0.3%	+$1K	0.07%	64
2025 Q1	$289K	Sell	877 -7	-0.8%	-$2.49K	0.07%	65
2024 Q4	$321K	Buy	+884	New	+$343K	0.07%	75
2024 Q3	–	Sell	-866	Closed	-$289K	–	82
2024 Q2	$289K	Buy	866 +3	+0.3%	+$1.04K	0.07%	67
2024 Q1	$316K	Buy	863 +3	+0.3%	+$959	0.07%	64
2023 Q4	$254K	Buy	860 +5	+0.6%	+$1.3K	0.06%	58
2023 Q3	$234K	Buy	855 +4	+0.5%	+$1.08K	0.06%	68
2023 Q2	$209K	Buy	+851	New	+$190K	0.05%	64
2023 Q1	–	Sell	-842	Closed	-$202K	–	72
2022 Q4	$202K	Buy	+842	New	+$183K	0.06%	52
2022 Q1	–	Sell	-3,202	Closed	-$662K	–	83
2021 Q4	$662K	Buy	3,202 +750	+31%	+$151K	0.21%	44
2021 Q3	$471K	Buy	2,452 +250	+11%	+$52.1K	0.1%	55
2021 Q2	$479K	Buy	2,202 +1,000	+83%	+$231K	0.08%	52
2021 Q1	$279K	Buy	+1,202	New	+$249K	0.07%	61

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

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

Requisite Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 886 shares worth $627K. The position accounts for 0.12% of the portfolio, ranked #54.

Requisite Capital Management first reported a position in CAT in Q1 2021 and has held it in 15 quarters since. The position peaked at $662K in Q4 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Requisite Capital Management held 886 shares of Caterpillar worth $627K as of Q1 2026.
Requisite Capital Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.12% of Requisite Capital Management's portfolio in Q1 2026, its #54 holding.
Requisite Capital Management first reported a position in Caterpillar in Q1 2021 and has held it in 15 quarters since.
Requisite Capital Management's Caterpillar position peaked at $662K in Q4 2021.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.