RS Crum Inc’s Caterpillar CAT Stock Holding History

RS Crum Inc’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	$3.14M	Hold	4,430	–	–	0.61%	20
2025 Q4	$2.54M	Hold	4,430	–	–	0.51%	23
2025 Q3	$2.11M	Hold	4,430	–	–	0.47%	25
2025 Q2	$1.72M	Hold	4,430	–	–	0.41%	27
2025 Q1	$1.46M	Hold	4,430	–	–	0.39%	28
2024 Q4	$1.61M	Hold	4,430	–	–	0.4%	28
2024 Q3	$1.73M	Hold	4,430	–	–	0.41%	27
2024 Q2	$1.48M	Buy	4,430 +105	+2%	+$36.4K	0.39%	30
2024 Q1	$1.58M	Sell	4,325 -105	-2%	-$33.6K	0.43%	27
2023 Q4	$1.31M	Hold	4,430	–	–	0.4%	31
2023 Q3	$1.21M	Hold	4,430	–	–	0.43%	34
2023 Q2	$1.09M	Buy	4,430 +125	+3%	+$27.9K	0.39%	34
2023 Q1	$985K	Hold	4,305	–	–	0.38%	35
2022 Q4	$1.03M	Hold	4,305	–	–	0.48%	32
2022 Q3	$706K	Hold	4,305	–	–	0.37%	35
2022 Q2	$770K	Hold	4,305	–	–	0.39%	33
2022 Q1	$959K	Hold	4,305	–	–	0.54%	29
2021 Q4	$890K	Buy	+4,305	New	+$867K	0.49%	30

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

RS Crum Inc's CAT Position: Q1 2026 in Review

RS Crum Inc held its Caterpillar (CAT) position steady in Q1 2026 at 4,430 shares worth $3.14M. The position accounts for 0.61% of the portfolio, ranked #20.

RS Crum Inc first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

RS Crum Inc held 4,430 shares of Caterpillar worth $3.14M as of Q1 2026.
RS Crum Inc left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.61% of RS Crum Inc's portfolio in Q1 2026, its #20 holding.
RS Crum Inc first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.