Strengthening Families & Communities LLC’s Caterpillar CAT Stock Holding History

Strengthening Families & Communities LLC’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	$22.1K	Buy	+31	New	+$21.5K	0.01%	269
2025 Q4	–	Sell	-530	Closed	-$253K	–	427
2025 Q3	$253K	Buy	+530	New	+$226K	0.06%	155
2024 Q4	–	Sell	-514	Closed	-$201K	–	360
2024 Q3	$201K	Sell	514 -6	-1%	-$2.07K	0.05%	154
2024 Q2	$173K	Buy	+520	New	+$180K	0.05%	166
2023 Q4	–	Sell	-503	Closed	-$137K	–	226
2023 Q3	$137K	Sell	503 -246	-33%	-$66.7K	0.06%	143
2023 Q2	$184K	Buy	749 +737	+6,142%	+$164K	0.08%	138
2023 Q1	$3	Hold	12	–	–	﹤0.01%	329
2022 Q4	$3K	Hold	12	–	–	﹤0.01%	294
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	445
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	297
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	293
2021 Q4	$0	Buy	+12	New	+$2.42K	﹤0.01%	286

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

Strengthening Families & Communities LLC's CAT Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in Caterpillar (CAT) in Q1 2026: 31 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in CAT as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. The position peaked at $253K in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Strengthening Families & Communities LLC held 31 shares of Caterpillar worth $22.1K as of Q1 2026.
Caterpillar was a new Strengthening Families & Communities LLC position in Q1 2026.
Caterpillar made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #269 holding.
Strengthening Families & Communities LLC first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
Strengthening Families & Communities LLC's Caterpillar position peaked at $253K in Q3 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.