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Resources Management Corp’s Caterpillar CAT Stock Holding History

Resources Management Corp’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 		$3.46M Sell
4,880
-350
-7% -$242K 0.46% 52
2025
Q4 		$3M Sell
5,230
-100
-2% -$55.6K 0.39% 55
2025
Q3 		$2.54M Sell
5,330
-900
-14% -$384K 0.33% 72
2025
Q2 		$2.42M Hold
6,230
– – 0.33% 70
2025
Q1 		$2.06M Sell
6,230
-95
-2% -$33.8K 0.29% 79
2024
Q4 		$2.29M Sell
6,325
-269
-4% -$104K 0.31% 72
2024
Q3 		$2.58M Hold
6,594
– – 0.35% 68
2024
Q2 		$2.2M Hold
6,594
– – 0.32% 72
2024
Q1 		$2.42M Sell
6,594
-300
-4% -$95.9K 0.35% 65
2023
Q4 		$2.04M Buy
6,894
+1,004
+17% +$260K 0.3% 77
2023
Q3 		$1.61M Sell
5,890
-400
-6% -$109K 0.26% 79
2023
Q2 		$1.55M Sell
6,290
-84,335
-93% -$18.8M 0.24% 81
2023
Q1 		$13.5M Buy
90,625
+83,905
+1,249% +$20.3M 2.17% 12
2022
Q4 		$1.61M Sell
6,720
-2,505
-27% -$545K 0.25% 76
2022
Q3 		$1.51M Sell
9,225
-740
-7% -$135K 0.26% 74
2022
Q2 		$1.78M Sell
9,965
-700
-7% -$148K 0.29% 74
2022
Q1 		$2.38M Sell
10,665
-100
-0.9% -$21K 0.33% 70
2021
Q4 		$2.23M Sell
10,765
-50
-0.5% -$10.1K 0.29% 76
2021
Q3 		$2.08M Sell
10,815
-50
-0.5% -$10.4K 0.3% 77
2021
Q2 		$2.37M Sell
10,865
-30
-0.3% -$6.93K 0.33% 68
2021
Q1 		$2.53M Sell
10,895
-50
-0.5% -$10.4K 0.38% 58
2020
Q4 		$1.99M Sell
10,945
-550
-5% -$93.3K 0.32% 71
2020
Q3 		$1.71M Sell
11,495
-50
-0.4% -$7.02K 0.31% 71
2020
Q2 		$1.46M Sell
11,545
-678
-6% -$80.4K 0.28% 75
2020
Q1 		$1.42M Sell
12,223
-335
-3% -$42.8K 0.32% 68
2019
Q4 		$1.85M Buy
12,558
+583
+5% +$81.4K 0.32% 68
2019
Q3 		$1.51M Buy
+11,975
New +$1.52M 0.28% 77
2018
Q4 		$1.51M Hold
11,905
– – 0.34% 66
2018
Q3 		$1.81M Buy
+11,905
New +$1.68M 0.33% 69

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resources Management Corp's CAT Position: Q1 2026 in Review

Resources Management Corp reduced its Caterpillar (CAT) stake by 6.7% in Q1 2026, selling an estimated $242K and leaving 4,880 shares worth $3.46M. The position accounts for 0.46% of the portfolio, ranked #52.

Resources Management Corp first reported a position in CAT in Q3 2018 and has held it in 29 quarters since. The position peaked at $13.5M in Q1 2023. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Resources Management Corp held 4,880 shares of Caterpillar worth $3.46M as of Q1 2026.
  • Resources Management Corp sold 350 Caterpillar shares in Q1 2026, an estimated $242K.
  • Caterpillar made up 0.46% of Resources Management Corp's portfolio in Q1 2026, its #52 holding.
  • Resources Management Corp first reported a position in Caterpillar in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's Caterpillar position peaked at $13.5M in Q1 2023.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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