Stanley-Laman Group’s Caterpillar CAT Stock Holding History

Stanley-Laman Group’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	$3.43M	Buy	4,839 +224	+5%	+$155K	0.42%	97
2025 Q4	$2.64M	Buy	4,615 +3,655	+381%	+$2.03M	0.34%	110
2025 Q3	$458K	Buy	+960	New	+$410K	0.07%	200
2016 Q2	–	Sell	-4,286	Closed	-$328K	–	265
2016 Q1	$328K	Sell	4,286 -222	-5%	-$14.9K	0.06%	203
2015 Q4	$306K	Sell	4,508 -66	-1%	-$4.61K	0.05%	267
2015 Q3	$299K	Sell	4,574 -4,115	-47%	-$315K	0.06%	248
2015 Q2	$737K	Buy	8,689 +137	+2%	+$11.8K	0.14%	167
2015 Q1	$684K	Buy	8,552 +3,630	+74%	+$302K	0.13%	175
2014 Q4	$451K	Sell	4,922 -693	-12%	-$67.5K	0.09%	226
2014 Q3	$556K	Hold	5,615	–	–	0.11%	189
2014 Q2	$610K	Hold	5,615	–	–	0.11%	178
2014 Q1	$558K	Buy	+5,615	New	+$530K	0.1%	187

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

Stanley-Laman Group's CAT Position: Q1 2026 in Review

Stanley-Laman Group increased its Caterpillar (CAT) stake by 4.9% in Q1 2026, buying an estimated $155K and bringing the position to 4,839 shares worth $3.43M. The position accounts for 0.42% of the portfolio, ranked #97.

Stanley-Laman Group first reported a position in CAT in Q1 2014 and has held it in 12 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Stanley-Laman Group held 4,839 shares of Caterpillar worth $3.43M as of Q1 2026.
Stanley-Laman Group bought 224 Caterpillar shares in Q1 2026, an estimated $155K.
Caterpillar made up 0.42% of Stanley-Laman Group's portfolio in Q1 2026, its #97 holding.
Stanley-Laman Group first reported a position in Caterpillar in Q1 2014 and has held it in 12 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.