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CAT icon

SignatureFD’s Caterpillar CAT Stock Holding History

SignatureFD’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
2021
Q3 		– Sell
-3,000
Closed -$29K – 3052
2021
Q2 		$29K Buy
+3,000
New +$693K ﹤0.01% 1551
2020
Q1 		– Sell
-2,000
Closed -$1K – 2298
2019
Q4 		$1K Buy
+2,000
New +$279K ﹤0.01% 1999

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

SignatureFD's CAT Position: Q1 2026 in Review

SignatureFD increased its Caterpillar (CAT) stake by 4.2% in Q1 2026, buying an estimated $380K and bringing the position to 13,529 shares worth $9.58M. The position accounts for 0.15% of the portfolio, ranked #53.

SignatureFD first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SignatureFD held 13,529 shares of Caterpillar worth $9.58M as of Q1 2026.
  • SignatureFD bought 549 Caterpillar shares in Q1 2026, an estimated $380K.
  • Caterpillar made up 0.15% of SignatureFD's portfolio in Q1 2026, its #53 holding.
  • SignatureFD first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.