Alta Advisers’s Caterpillar CAT Stock Holding History

Alta Advisers’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	$1.27M	Hold	1,791	–	–	0.46%	32
2025 Q4	$1.03M	Sell	1,791 -600	-25%	-$333K	0.37%	39
2025 Q3	$1.14M	Hold	2,391	–	–	0.35%	41
2025 Q2	$928K	Hold	2,391	–	–	0.33%	54
2025 Q1	$789K	Buy	2,391 +800	+50%	+$285K	0.34%	60
2024 Q4	$577K	Buy	1,591 +191	+14%	+$74.1K	0.36%	51
2024 Q3	$548K	Hold	1,400	–	–	0.25%	44
2024 Q2	$466K	Hold	1,400	–	–	0.22%	49
2024 Q1	$513K	Hold	1,400	–	–	0.25%	45
2023 Q4	$414K	Hold	1,400	–	–	0.22%	51
2023 Q3	$382K	Hold	1,400	–	–	0.22%	49
2023 Q2	$344K	Hold	1,400	–	–	0.19%	60
2023 Q1	$320K	Hold	1,400	–	–	0.19%	64
2022 Q4	$335K	Hold	1,400	–	–	0.2%	58
2022 Q3	$230K	Buy	+1,400	New	+$256K	0.14%	76

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

Alta Advisers's CAT Position: Q1 2026 in Review

Alta Advisers held its Caterpillar (CAT) position steady in Q1 2026 at 1,791 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #32.

Alta Advisers first reported a position in CAT in Q3 2022 and has held it in 15 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Alta Advisers held 1,791 shares of Caterpillar worth $1.27M as of Q1 2026.
Alta Advisers left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.46% of Alta Advisers's portfolio in Q1 2026, its #32 holding.
Alta Advisers first reported a position in Caterpillar in Q3 2022 and has held it in 15 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.