VHAM
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Van Hulzen Asset Management’s Caterpillar CAT Stock Holding History

Van Hulzen Asset 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 		$1.07M Sell
1,516
-209
-12% -$145K 0.08% 154
2025
Q4 		$988K Sell
1,725
-86
-5% -$47.8K 0.07% 161
2025
Q3 		$864K Sell
1,811
-53
-3% -$22.6K 0.06% 173
2025
Q2 		$724K Buy
1,864
+415
+29% +$138K 0.06% 180
2025
Q1 		$478K Sell
1,449
-185
-11% -$65.9K 0.04% 211
2024
Q4 		$593K Buy
1,634
+58
+4% +$22.5K 0.04% 206
2024
Q3 		$616K Sell
1,576
-227
-13% -$78.4K 0.04% 198
2024
Q2 		$601K Buy
1,803
+210
+13% +$72.8K 0.04% 189
2024
Q1 		$584K Buy
1,593
+254
+19% +$81.2K 0.04% 214
2023
Q4 		$396K Sell
1,339
-8
-0.6% -$2.08K 0.03% 241
2023
Q3 		$368K Sell
1,347
-7,498
-85% -$2.03M 0.03% 233
2023
Q2 		$2.18M Buy
8,845
+7,702
+674% +$1.72M 0.19% 88
2023
Q1 		$262K Sell
1,143
-1,999
-64% -$483K 0.02% 247
2022
Q4 		$753K Buy
+3,142
New +$684K 0.09% 142
2022
Q3 		– Sell
-1,137
Closed -$203K – 284
2022
Q2 		$203K Buy
1,137
+2
+0.2% +$421 0.02% 273
2022
Q1 		$253K Sell
1,135
-17
-1% -$3.56K 0.03% 255
2021
Q4 		$238K Buy
+1,152
New +$232K 0.03% 267
2019
Q1 		– Sell
-2,317
Closed -$294K – 238
2018
Q4 		$294K Sell
2,317
-1,293
-36% -$168K 0.09% 167
2018
Q3 		$550K Buy
3,610
+1,520
+73% +$215K 0.15% 114
2018
Q2 		$284K Buy
+2,090
New +$312K 0.08% 155
2018
Q1 		– Sell
-4,340
Closed -$684K – 210
2017
Q4 		$684K Buy
+4,340
New +$602K 0.21% 100
2017
Q1 		– Sell
-33,604
Closed -$3.12M – 128
2016
Q4 		$3.12M Buy
+33,604
New +$3.05M 1.44% 22

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

Van Hulzen Asset Management's CAT Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $145K and leaving 1,516 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #154.

Van Hulzen Asset Management first reported a position in CAT in Q4 2016 and has held it in 22 quarters since. The position peaked at $3.12M in Q4 2016. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Van Hulzen Asset Management held 1,516 shares of Caterpillar worth $1.07M as of Q1 2026.
  • Van Hulzen Asset Management sold 209 Caterpillar shares in Q1 2026, an estimated $145K.
  • Caterpillar made up 0.08% of Van Hulzen Asset Management's portfolio in Q1 2026, its #154 holding.
  • Van Hulzen Asset Management first reported a position in Caterpillar in Q4 2016 and has held it in 22 quarters since.
  • Van Hulzen Asset Management's Caterpillar position peaked at $3.12M in Q4 2016.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.