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Stone House Investment Management’s Caterpillar CAT Stock Holding History

Stone House Investment 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 		$26.2K Hold
37
– – ﹤0.01% 252
2025
Q4 		$21.2K Buy
37
+1
+3% +$556 ﹤0.01% 248
2025
Q3 		$17.2K Buy
36
+2
+6% +$854 ﹤0.01% 235
2025
Q2 		$13.2K Buy
34
+14
+70% +$4.67K ﹤0.01% 243
2025
Q1 		$6.6K Buy
+20
New +$7.12K ﹤0.01% 288
2024
Q4 		– Sell
-20
Closed -$7.82K – 93
2024
Q3 		$7.82K Sell
20
-11
-35% -$3.8K ﹤0.01% 241
2024
Q2 		$10.3K Buy
31
+21
+210% +$7.28K ﹤0.01% 222
2024
Q1 		$3.66K Buy
+10
New +$3.2K ﹤0.01% 305

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

Stone House Investment Management's CAT Position: Q1 2026 in Review

Stone House Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 37 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Stone House Investment Management first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stone House Investment Management held 37 shares of Caterpillar worth $26.2K as of Q1 2026.
  • Stone House Investment Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #252 holding.
  • Stone House Investment Management first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.