SFO
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Stokes Family Office’s Caterpillar CAT Stock Holding History

Stokes Family Office’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 		$1.14M Sell
1,614
-201
-11% -$139K 0.12% 122
2025
Q4 		$1.04M Buy
1,815
+156
+9% +$86.7K 0.1% 130
2025
Q3 		$792K Buy
1,659
+16
+1% +$6.83K 0.08% 140
2025
Q2 		$638K Sell
1,643
-25
-1% -$8.33K 0.07% 142
2025
Q1 		$550K Buy
1,668
+50
+3% +$17.8K 0.06% 149
2024
Q4 		$587K Sell
1,618
-97
-6% -$37.6K 0.06% 144
2024
Q3 		$671K Sell
1,715
-130
-7% -$44.9K 0.07% 136
2024
Q2 		$615K Buy
1,845
+70
+4% +$24.3K 0.07% 141
2024
Q1 		$650K Buy
1,775
+275
+18% +$87.9K 0.08% 133
2023
Q4 		$444K Sell
1,500
-523
-26% -$136K 0.06% 147
2023
Q3 		$552K Buy
2,023
+406
+25% +$110K 0.06% 175
2023
Q2 		$398K Buy
1,617
+56
+4% +$12.5K 0.05% 206
2023
Q1 		$357K Sell
1,561
-64
-4% -$15.5K 0.04% 205
2022
Q4 		$389K Buy
1,625
+16
+1% +$3.48K 0.05% 188
2022
Q3 		$264K Sell
1,609
-278
-15% -$50.8K 0.04% 221
2022
Q2 		$337K Buy
1,887
+145
+8% +$30.6K 0.05% 196
2022
Q1 		$388K Sell
1,742
-172
-9% -$36.1K 0.05% 182
2021
Q4 		$396K Buy
1,914
+178
+10% +$35.8K 0.05% 165
2021
Q3 		$333K Sell
1,736
-1
-0.1% -$208 0.05% 177
2021
Q2 		$378K Buy
1,737
+83
+5% +$19.2K 0.05% 160
2021
Q1 		$384K Sell
1,654
-464
-22% -$96.1K 0.06% 151
2020
Q4 		$386K Buy
2,118
+41
+2% +$6.95K 0.08% 125
2020
Q3 		$310K Sell
2,077
-98
-5% -$13.8K 0.07% 126
2020
Q2 		$275K Sell
2,175
-2,566
-54% -$304K 0.07% 115
2020
Q1 		$550K Sell
4,741
-1,898
-29% -$242K 0.15% 90
2019
Q4 		$1.01M Buy
+6,639
New +$926K 0.22% 74

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

Stokes Family Office's CAT Position: Q1 2026 in Review

Stokes Family Office reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $139K and leaving 1,614 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #122.

Stokes Family Office first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stokes Family Office held 1,614 shares of Caterpillar worth $1.14M as of Q1 2026.
  • Stokes Family Office sold 201 Caterpillar shares in Q1 2026, an estimated $139K.
  • Caterpillar made up 0.12% of Stokes Family Office's portfolio in Q1 2026, its #122 holding.
  • Stokes Family Office first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.