Van Strum & Towne’s Caterpillar CAT Stock Holding History

Van Strum & Towne’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	$2.71M	Sell	3,825 -85	-2%	-$58.9K	0.79%	37
2025 Q4	$2.24M	Hold	3,910	–	–	0.63%	42
2025 Q3	$1.87M	Sell	3,910 -55	-1%	-$23.5K	0.55%	45
2025 Q2	$1.54M	Hold	3,965	–	–	0.49%	46
2025 Q1	$1.31M	Buy	3,965 +970	+32%	+$346K	0.44%	45
2024 Q4	$1.09M	Buy	2,995 +350	+13%	+$136K	0.38%	48
2024 Q3	$1.03M	Hold	2,645	–	–	0.36%	47
2024 Q2	$881K	Hold	2,645	–	–	0.32%	50
2024 Q1	$969K	Buy	2,645 +200	+8%	+$63.9K	0.35%	45
2023 Q4	$723K	Sell	2,445 -15	-0.6%	-$3.89K	0.28%	53
2023 Q3	$672K	Hold	2,460	–	–	0.28%	53
2023 Q2	$605K	Sell	2,460 -3,000	-55%	-$669K	0.25%	56
2023 Q1	$1.25M	Buy	5,460 +8	+0.1%	+$1.93K	0.53%	39
2022 Q4	$1.31M	Sell	5,452 -40	-0.7%	-$8.71K	0.56%	40
2022 Q3	$901K	Hold	5,492	–	–	0.42%	47
2022 Q2	$981K	Sell	5,492 -120	-2%	-$25.3K	0.42%	45
2022 Q1	$1.22M	Buy	5,612 +128	+2%	+$26.8K	0.46%	45
2021 Q4	$1.13M	Hold	5,484	–	–	0.41%	46
2021 Q3	$1.05M	Hold	5,484	–	–	0.41%	47
2021 Q2	$1.19M	Hold	5,484	–	–	0.57%	38
2021 Q1	$1.27M	Hold	5,484	–	–	0.64%	32
2020 Q4	$998K	Hold	5,484	–	–	0.55%	35
2020 Q3	$818K	Hold	5,484	–	–	0.53%	33
2020 Q2	$694K	Hold	5,484	–	–	0.48%	35
2020 Q1	$636K	Hold	5,484	–	–	0.5%	35
2019 Q4	$810K	Sell	5,484 -100	-2%	-$14K	0.5%	35
2019 Q3	$705K	Hold	5,584	–	–	0.47%	37
2019 Q2	$761K	Hold	5,584	–	–	0.54%	36
2019 Q1	$757K	Hold	5,584	–	–	0.56%	35
2018 Q4	$710K	Buy	5,584 +275	+5%	+$35.8K	0.6%	34
2018 Q3	$810K	Buy	5,309 +3,000	+130%	+$424K	0.52%	40
2018 Q2	$313K	Sell	2,309 -315	-12%	-$47.1K	0.22%	57
2018 Q1	$387K	Buy	2,624 +170	+7%	+$26.8K	0.27%	47
2017 Q4	$387K	Sell	2,454 -15	-0.6%	-$2.08K	0.26%	50
2017 Q3	$308K	Hold	2,469	–	–	0.2%	57
2017 Q2	$265K	Hold	2,469	–	–	0.17%	60
2017 Q1	$229K	Buy	2,469 +155	+7%	+$14.7K	0.15%	66
2016 Q4	$215K	Hold	2,314	–	–	0.13%	76
2016 Q3	$205K	Buy	+2,314	New	+$189K	0.13%	73
2014 Q4	–	Sell	-2,122	Closed	-$210K	–	73
2014 Q3	$210K	Hold	2,122	–	–	0.14%	60
2014 Q2	$231K	Hold	2,122	–	–	0.15%	58
2014 Q1	$211K	Buy	+2,122	New	+$200K	0.14%	58

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

Van Strum & Towne's CAT Position: Q1 2026 in Review

Van Strum & Towne reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $58.9K and leaving 3,825 shares worth $2.71M. The position accounts for 0.79% of the portfolio, ranked #37.

Van Strum & Towne first reported a position in CAT in Q1 2014 and has held it in 42 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Van Strum & Towne held 3,825 shares of Caterpillar worth $2.71M as of Q1 2026.
Van Strum & Towne sold 85 Caterpillar shares in Q1 2026, an estimated $58.9K.
Caterpillar made up 0.79% of Van Strum & Towne's portfolio in Q1 2026, its #37 holding.
Van Strum & Towne first reported a position in Caterpillar in Q1 2014 and has held it in 42 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.