Advisors Preferred’s Caterpillar CAT Stock Holding History

Advisors Preferred’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	$7.61M	Buy	10,745 +4,445	+71%	+$3.08M	1.12%	24
2025 Q4	$3.77M	Hold	6,300	–	–	0.61%	49
2025 Q3	$3.03M	Hold	6,300	–	–	0.45%	47
2025 Q2	$2.46M	Hold	6,300	–	–	0.41%	64
2025 Q1	$2.08M	Buy	+6,300	New	+$2.24M	0.28%	68
2020 Q1	–	Sell	-4,531	Closed	-$669K	–	146
2019 Q4	$669K	Buy	+4,531	New	+$632K	0.18%	48
2019 Q2	–	Sell	-138	Closed	-$19K	–	217
2019 Q1	$19K	Buy	+138	New	+$18.3K	0.01%	169

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

Advisors Preferred's CAT Position: Q1 2026 in Review

Advisors Preferred increased its Caterpillar (CAT) stake by 71% in Q1 2026, buying an estimated $3.08M and bringing the position to 10,745 shares worth $7.61M. The position accounts for 1.12% of the portfolio, ranked #24.

Advisors Preferred first reported a position in CAT in Q1 2019 and has held it in 7 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Advisors Preferred held 10,745 shares of Caterpillar worth $7.61M as of Q1 2026.
Advisors Preferred bought 4,445 Caterpillar shares in Q1 2026, an estimated $3.08M.
Caterpillar made up 1.12% of Advisors Preferred's portfolio in Q1 2026, its #24 holding.
Advisors Preferred first reported a position in Caterpillar in Q1 2019 and has held it in 7 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.