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Thrive Capital Management (Pennsylvania)’s Caterpillar CAT Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$202K Buy
+285
New +$197K 0.04% 168
2024
Q1 		– Sell
-968
Closed -$286K – 134
2023
Q4 		$286K Sell
968
-40
-4% -$10.4K 0.15% 106
2023
Q3 		$275K Buy
+1,008
New +$273K 0.15% 102
2021
Q4 		– Sell
-2,302
Closed -$442K – 104
2021
Q3 		$442K Sell
2,302
-79
-3% -$16.5K 0.33% 79
2021
Q2 		$518K Buy
2,381
+879
+59% +$203K 0.4% 75
2021
Q1 		$348K Buy
+1,502
New +$311K 0.33% 79

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

Thrive Capital Management (Pennsylvania)'s CAT Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) opened a new position in Caterpillar (CAT) in Q1 2026: 285 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Thrive Capital Management (Pennsylvania) previously reported a position in CAT as recently as Q4 2023.

Thrive Capital Management (Pennsylvania) first reported a position in CAT in Q1 2021 and has held it in 6 quarters since. The position peaked at $518K in Q2 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 285 shares of Caterpillar worth $202K as of Q1 2026.
  • Caterpillar was a new Thrive Capital Management (Pennsylvania) position in Q1 2026.
  • Caterpillar made up 0.04% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #168 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Caterpillar in Q1 2021 and has held it in 6 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Caterpillar position peaked at $518K in Q2 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.