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Roman Butler Fullerton & Co’s Caterpillar CAT Stock Holding History

Roman Butler Fullerton & Co’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 		$4.14M Buy
5,363
+4
+0.1% +$2.77K 1.14% 17
2025
Q4 		$3.47M Buy
5,359
+192
+4% +$107K 0.91% 22
2025
Q3 		$3.03M Buy
5,167
+331
+7% +$141K 0.81% 27
2025
Q2 		$2.1M Buy
4,836
+8
+0.2% +$2.67K 0.62% 34
2025
Q1 		$1.42M Sell
4,828
-87
-2% -$31K 0.55% 42
2024
Q4 		$1.94M Buy
4,915
+266
+6% +$103K 0.62% 37
2024
Q3 		$1.8M Buy
4,649
+7
+0.2% +$2.42K 0.54% 42
2024
Q2 		$1.52M Buy
4,642
+352
+8% +$122K 0.49% 46
2024
Q1 		$1.53M Buy
4,290
+84
+2% +$26.8K 0.58% 44
2023
Q4 		$1.26M Buy
4,206
+82
+2% +$21.3K 0.49% 53
2023
Q3 		$1.1M Buy
4,124
+26
+0.6% +$7.05K 0.52% 56
2023
Q2 		$1.08M Sell
4,098
-411
-9% -$91.6K 0.49% 61
2023
Q1 		$986K Sell
4,509
-4,474
-50% -$1.08M 0.49% 64
2022
Q4 		$2.3M Buy
8,983
+5,146
+134% +$1.12M 1.19% 19
2022
Q3 		$690K Buy
3,837
+6
+0.2% +$1.1K 0.44% 73
2022
Q2 		$664K Buy
3,831
+149
+4% +$31.4K 0.37% 79
2022
Q1 		$820K Buy
3,682
+31
+0.8% +$6.5K 0.38% 79
2021
Q4 		$755K Buy
3,651
+5
+0.1% +$1.01K 0.33% 84
2021
Q3 		$722K Buy
3,646
+1
+0% +$208 0.34% 82
2021
Q2 		$793K Sell
3,645
-522
-13% -$121K 0.39% 84
2021
Q1 		$969K Sell
4,167
-245
-6% -$50.7K 0.48% 69
2020
Q4 		$803K Buy
4,412
+386
+10% +$65.5K 0.47% 71
2020
Q3 		$600K Sell
4,026
-2,972
-42% -$417K 0.39% 77
2020
Q2 		$885K Buy
6,998
+474
+7% +$56.2K 0.63% 56
2020
Q1 		$757K Buy
6,524
+2
+0% +$255 0.67% 53
2019
Q4 		$933K Buy
6,522
+48
+0.7% +$6.7K 0.62% 55
2019
Q3 		$818K Buy
6,474
+723
+13% +$91.9K 0.57% 62
2019
Q2 		$784K Buy
5,751
+920
+19% +$122K 0.53% 60
2019
Q1 		$654K Sell
4,831
-1,988
-29% -$264K 0.46% 73
2018
Q4 		$907K Buy
+6,819
New +$887K 0.77% 38

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

Roman Butler Fullerton & Co's CAT Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its Caterpillar (CAT) stake by 0.07% in Q1 2026, buying an estimated $2.77K and bringing the position to 5,363 shares worth $4.14M. The position accounts for 1.14% of the portfolio, ranked #17.

Roman Butler Fullerton & Co first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Roman Butler Fullerton & Co held 5,363 shares of Caterpillar worth $4.14M as of Q1 2026.
  • Roman Butler Fullerton & Co bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 1.14% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #17 holding.
  • Roman Butler Fullerton & Co first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.