Wolverine Asset Management’s Caterpillar CAT Stock Holding History

Wolverine 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	–	Sell	-9,200	Closed	-$5.27M	–	1721
2025 Q4	$5.27M	Sell	9,200 -2,600	-22%	-$1.45M	0.04%	344
2025 Q3	$5.63M	Sell	11,800 -4,300	-27%	-$1.84M	0.04%	334
2025 Q2	$6.25M	Buy	16,100 +11,300	+235%	+$3.77M	0.06%	294
2025 Q1	$1.58M	Buy	4,800 +4,200	+700%	+$1.5M	0.02%	578
2024 Q4	$218K	Sell	600 -1,400	-70%	-$543K	﹤0.01%	1012
2024 Q3	$782K	Sell	2,000 -2,800	-58%	-$967K	0.01%	763
2024 Q2	$1.6M	Sell	4,800 -5,200	-52%	-$1.8M	0.02%	564
2024 Q1	$3.66M	Buy	10,000 +800	+9%	+$256K	0.04%	348
2023 Q4	$2.72M	Buy	+9,200	New	+$2.39M	0.02%	471
2023 Q3	–	Sell	-2,000	Closed	-$492K	–	1885
2023 Q2	$492K	Sell	2,000 -6,700	-77%	-$1.49M	0.01%	841
2023 Q1	$1.99M	Buy	+8,700	New	+$2.1M	0.02%	521
2018 Q2	–	Sell	-27,600	Closed	-$4.07M	–	1415
2018 Q1	$4.07M	Buy	+27,600	New	+$4.36M	0.05%	309
2016 Q4	–	Sell	-22,900	Closed	-$2.03M	–	1181
2016 Q3	$2.03M	Buy	+22,900	New	+$1.87M	0.03%	401
2016 Q2	–	Sell	-1,050	Closed	-$380K	–	1209
2016 Q1	$380K	Buy	+1,050	New	+$70.4K	0.01%	564
2015 Q4	–	Sell	-177	Closed	-$6K	–	1711
2015 Q3	$6K	Buy	177 +20	+13%	+$1.53K	﹤0.01%	1615
2015 Q2	$42K	Sell	157 -62	-28%	-$5.33K	﹤0.01%	1334
2015 Q1	$50K	Sell	219 -234	-52%	-$19.4K	﹤0.01%	1250
2014 Q4	$181K	Sell	453 -222	-33%	-$21.6K	﹤0.01%	1009
2014 Q3	$437K	Sell	675 -291	-30%	-$30.8K	0.01%	745
2014 Q2	$1.36M	Sell	966 -557	-37%	-$58.5K	0.03%	337
2014 Q1	$937K	Buy	1,523 +478	+46%	+$45.1K	0.02%	429
2013 Q4	$530K	Sell	1,045 -106	-9%	-$9.05K	0.01%	748
2013 Q3	$299K	Buy	1,151 +114	+11%	+$9.64K	0.01%	985
2013 Q2	$431K	Buy	+1,037	New	+$88.2K	0.01%	798

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

Wolverine Asset Management's CAT Position: Q1 2026 in Review

Wolverine Asset Management opened a new position in Caterpillar (CAT) in Q1 2026: 1,806 shares worth $1.28M. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in CAT as recently as Q1 2025.

Wolverine Asset Management first reported a position in CAT in Q2 2013 and has held it in 24 quarters since. The position peaked at $7.11M in Q2 2013. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Wolverine Asset Management held 1,806 shares of Caterpillar worth $1.28M as of Q1 2026.
Caterpillar was a new Wolverine Asset Management position in Q1 2026.
Caterpillar made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #713 holding.
Wolverine Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 24 quarters since.
Wolverine Asset Management's Caterpillar position peaked at $7.11M in Q2 2013.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.