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Shulman DeMeo Asset Management’s Caterpillar CAT Stock Holding History

Shulman DeMeo Asset 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 		– Sell
-369
Closed -$212K – 142
2025
Q4 		$212K Sell
369
-62
-14% -$34.5K 0.05% 108
2025
Q3 		$206K Buy
+431
New +$184K 0.05% 112

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

Shulman DeMeo Asset Management's CAT Position: Q1 2026 in Review

Shulman DeMeo Asset Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 369 shares — an estimated $212K sold.

Shulman DeMeo Asset Management first reported a position in CAT in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Shulman DeMeo Asset Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 369 Caterpillar shares in Q1 2026, an estimated $212K.
  • Shulman DeMeo Asset Management first reported a position in Caterpillar in Q3 2025 and held it in 2 quarters.
  • Shulman DeMeo Asset Management's Caterpillar position peaked at $212K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.