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Strategic Equity Management’s Caterpillar CAT Stock Holding History

Strategic Equity 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 		$1.09M Buy
1,542
+3
+0.2% +$2.08K 0.41% 33
2025
Q4 		$882K Buy
1,539
+3
+0.2% +$1.67K 0.3% 37
2025
Q3 		$733K Buy
1,536
+10
+0.7% +$4.27K 0.27% 37
2025
Q2 		$592K Hold
1,526
– – 0.22% 41
2025
Q1 		$503K Buy
1,526
+6
+0.4% +$2.14K 0.21% 42
2024
Q4 		$551K Buy
1,520
+11
+0.7% +$4.27K 0.23% 36
2024
Q3 		$590K Hold
1,509
– – 0.28% 35
2024
Q2 		$503K Buy
1,509
+5
+0.3% +$1.73K 0.33% 27
2024
Q1 		$551K Buy
1,504
+6
+0.4% +$1.92K 0.46% 22
2023
Q4 		$443K Buy
1,498
+7
+0.5% +$1.82K 0.5% 20
2023
Q3 		$407K Buy
1,491
+7
+0.5% +$1.9K 0.15% 30
2023
Q2 		$365K Buy
1,484
+8
+0.5% +$1.78K 0.13% 32
2023
Q1 		$338K Buy
1,476
+7
+0.5% +$1.69K 0.12% 36
2022
Q4 		$352K Buy
1,469
+7
+0.5% +$1.52K 0.14% 31
2022
Q3 		$240K Buy
1,462
+10
+0.7% +$1.83K 0.1% 34
2022
Q2 		$260K Buy
1,452
+7
+0.5% +$1.48K 0.13% 33
2022
Q1 		$322K Buy
1,445
+7
+0.5% +$1.47K 0.12% 35
2021
Q4 		$297K Buy
1,438
+8
+0.6% +$1.61K 0.09% 42
2021
Q3 		$275K Buy
1,430
+7
+0.5% +$1.46K 0.09% 39
2021
Q2 		$310K Buy
1,423
+12
+0.9% +$2.77K 0.11% 34
2021
Q1 		$327K Hold
1,411
– – 0.14% 28
2020
Q4 		$257K Buy
+1,411
New +$239K 0.12% 27

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

Strategic Equity Management's CAT Position: Q1 2026 in Review

Strategic Equity Management increased its Caterpillar (CAT) stake by 0.19% in Q1 2026, buying an estimated $2.08K and bringing the position to 1,542 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #33.

Strategic Equity Management first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strategic Equity Management held 1,542 shares of Caterpillar worth $1.09M as of Q1 2026.
  • Strategic Equity Management bought 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
  • Caterpillar made up 0.41% of Strategic Equity Management's portfolio in Q1 2026, its #33 holding.
  • Strategic Equity Management first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.