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St Louis Trust’s Caterpillar CAT Stock Holding History

St Louis Trust’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 		$1.38M Buy
1,952
+379
+24% +$263K 0.16% 71
2025
Q4 		$901K Buy
1,573
+905
+135% +$503K 0.1% 89
2025
Q3 		$319K Hold
668
– – 0.04% 105
2025
Q2 		$259K Hold
668
– – 0.03% 111
2025
Q1 		$220K Buy
+668
New +$238K 0.03% 115
2024
Q3 		– Sell
-668
Closed -$223K – 112
2024
Q2 		$223K Hold
668
– – 0.03% 117
2024
Q1 		$245K Buy
+668
New +$213K 0.04% 113

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

St Louis Trust's CAT Position: Q1 2026 in Review

St Louis Trust increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $263K and bringing the position to 1,952 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #71.

St Louis Trust first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • St Louis Trust held 1,952 shares of Caterpillar worth $1.38M as of Q1 2026.
  • St Louis Trust bought 379 Caterpillar shares in Q1 2026, an estimated $263K.
  • Caterpillar made up 0.16% of St Louis Trust's portfolio in Q1 2026, its #71 holding.
  • St Louis Trust first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.