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Spectrum Asset Management (California)’s Caterpillar CAT Stock Holding History

Spectrum Asset Management (California)’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 		$433K Buy
611
+201
+49% +$139K 0.14% 79
2025
Q4 		$235K Buy
+410
New +$228K 0.08% 96
2022
Q1 		– Sell
-4,810
Closed -$994K – 116
2021
Q4 		$994K Buy
+4,810
New +$969K 0.28% 66

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

Spectrum Asset Management (California)'s CAT Position: Q1 2026 in Review

Spectrum Asset Management (California) increased its Caterpillar (CAT) stake by 49% in Q1 2026, buying an estimated $139K and bringing the position to 611 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #79.

Spectrum Asset Management (California) first reported a position in CAT in Q4 2021 and has held it in 3 quarters since. The position peaked at $994K in Q4 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Spectrum Asset Management (California) held 611 shares of Caterpillar worth $433K as of Q1 2026.
  • Spectrum Asset Management (California) bought 201 Caterpillar shares in Q1 2026, an estimated $139K.
  • Caterpillar made up 0.14% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #79 holding.
  • Spectrum Asset Management (California) first reported a position in Caterpillar in Q4 2021 and has held it in 3 quarters since.
  • Spectrum Asset Management (California)'s Caterpillar position peaked at $994K in Q4 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.