S
CAT icon

SharpePoint’s Caterpillar CAT Stock Holding History

SharpePoint’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 		$379K Sell
535
-177
-25% -$123K 0.23% 62
2025
Q4 		$408K Buy
+712
New +$396K 0.24% 58
2025
Q2 		– Sell
-710
Closed -$218K – 47
2025
Q1 		$218K Buy
+710
New +$253K 0.19% 72

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

SharpePoint's CAT Position: Q1 2026 in Review

SharpePoint reduced its Caterpillar (CAT) stake by 25% in Q1 2026, selling an estimated $123K and leaving 535 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #62.

SharpePoint first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SharpePoint held 535 shares of Caterpillar worth $379K as of Q1 2026.
  • SharpePoint sold 177 Caterpillar shares in Q1 2026, an estimated $123K.
  • Caterpillar made up 0.23% of SharpePoint's portfolio in Q1 2026, its #62 holding.
  • SharpePoint first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
  • SharpePoint's Caterpillar position peaked at $408K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SharpePoint's 13F filing for Q1 2026, filed 5 May 2026.