Smart Portfolios LLC’s Caterpillar CAT Stock Holding History

Smart Portfolios LLC’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	$964K	Sell	1,361 -6	-0.4%	-$4.16K	0.96%	36
2025 Q4	$783K	Sell	1,367 -80	-6%	-$44.5K	0.78%	43
2025 Q3	$690K	Sell	1,447 -141	-9%	-$60.2K	0.67%	51
2025 Q2	$616K	Sell	1,588 -15	-0.9%	-$5K	0.62%	53
2025 Q1	$529K	Buy	1,603 +137	+9%	+$48.8K	0.57%	57
2024 Q4	$532K	Sell	1,466 -15	-1%	-$5.82K	0.56%	57
2024 Q3	$579K	Buy	1,481 +16	+1%	+$5.53K	0.59%	54
2024 Q2	$488K	Buy	1,465 +205	+16%	+$71.1K	0.49%	59
2024 Q1	$462K	Buy	1,260 +45	+4%	+$14.4K	0.49%	56
2023 Q4	$391K	Buy	+1,215	New	+$315K	0.46%	57
2019 Q2	–	Sell	-200	Closed	-$27K	–	73
2019 Q1	$27K	Hold	200	–	–	0.02%	117
2018 Q4	$25K	Hold	200	–	–	0.02%	102
2018 Q3	$30K	Hold	200	–	–	0.02%	96
2018 Q2	$27K	Hold	200	–	–	0.02%	100
2018 Q1	$29K	Buy	+200	New	+$31.6K	0.02%	90

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

Smart Portfolios LLC's CAT Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Caterpillar (CAT) stake by 0.44% in Q1 2026, selling an estimated $4.16K and leaving 1,361 shares worth $964K. The position accounts for 0.96% of the portfolio, ranked #36.

Smart Portfolios LLC first reported a position in CAT in Q1 2018 and has held it in 15 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Smart Portfolios LLC held 1,361 shares of Caterpillar worth $964K as of Q1 2026.
Smart Portfolios LLC sold 6 Caterpillar shares in Q1 2026, an estimated $4.16K.
Caterpillar made up 0.96% of Smart Portfolios LLC's portfolio in Q1 2026, its #36 holding.
Smart Portfolios LLC first reported a position in Caterpillar in Q1 2018 and has held it in 15 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.