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Smartleaf Asset Management’s Caterpillar CAT Stock Holding History

Smartleaf 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 		$5.17M Buy
7,750
+773
+11% +$535K 0.19% 96
2025
Q4 		$4.03M Buy
6,977
+578
+9% +$321K 0.15% 121
2025
Q3 		$3.02M Buy
6,399
+1,885
+42% +$805K 0.19% 119
2025
Q2 		$1.74M Sell
4,514
-625
-12% -$208K 0.15% 148
2025
Q1 		$1.69M Buy
5,139
+292
+6% +$104K 0.16% 140
2024
Q4 		$1.76M Buy
4,847
+988
+26% +$383K 0.18% 128
2024
Q3 		$1.51M Buy
3,859
+1,089
+39% +$376K 0.18% 128
2024
Q2 		$907K Buy
2,770
+485
+21% +$168K 0.15% 160
2024
Q1 		$833K Buy
2,285
+637
+39% +$204K 0.16% 151
2023
Q4 		$488K Buy
+1,648
New +$428K 0.13% 170

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

Smartleaf Asset Management's CAT Position: Q1 2026 in Review

Smartleaf Asset Management increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $535K and bringing the position to 7,750 shares worth $5.17M. The position accounts for 0.19% of the portfolio, ranked #96.

Smartleaf Asset Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Smartleaf Asset Management held 7,750 shares of Caterpillar worth $5.17M as of Q1 2026.
  • Smartleaf Asset Management bought 773 Caterpillar shares in Q1 2026, an estimated $535K.
  • Caterpillar made up 0.19% of Smartleaf Asset Management's portfolio in Q1 2026, its #96 holding.
  • Smartleaf Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.