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Sutton Place Investors’s Caterpillar CAT Stock Holding History

Sutton Place Investors’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 		$351K Buy
496
+7
+1% +$4.85K 0.19% 98
2025
Q4 		$280K Buy
489
+14
+3% +$7.78K 0.15% 107
2025
Q3 		$227K Buy
+475
New +$203K 0.13% 114
2025
Q1 		– Sell
-1,181
Closed -$428K – 113
2024
Q4 		$428K Buy
1,181
+23
+2% +$8.92K 0.25% 88
2024
Q3 		$453K Buy
1,158
+39
+3% +$13.5K 0.28% 79
2024
Q2 		$373K Buy
1,119
+10
+0.9% +$3.47K 0.25% 81
2024
Q1 		$406K Buy
+1,109
New +$354K 0.2% 115

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

Sutton Place Investors's CAT Position: Q1 2026 in Review

Sutton Place Investors increased its Caterpillar (CAT) stake by 1.4% in Q1 2026, buying an estimated $4.85K and bringing the position to 496 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #98.

Sutton Place Investors first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. The position peaked at $453K in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sutton Place Investors held 496 shares of Caterpillar worth $351K as of Q1 2026.
  • Sutton Place Investors bought 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
  • Caterpillar made up 0.19% of Sutton Place Investors's portfolio in Q1 2026, its #98 holding.
  • Sutton Place Investors first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • Sutton Place Investors's Caterpillar position peaked at $453K in Q3 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.