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Bell Investment Advisors’s Caterpillar CAT Stock Holding History

Bell Investment Advisors’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 		$291K Buy
411
+1
+0.2% +$693 0.05% 104
2025
Q4 		$235K Buy
410
+44
+12% +$24.5K 0.04% 115
2025
Q3 		$175K Sell
366
-2
-0.5% -$854 0.03% 127
2025
Q2 		$143K Sell
368
-11
-3% -$3.67K 0.02% 137
2025
Q1 		$125K Buy
379
+7
+2% +$2.49K 0.02% 129
2024
Q4 		$135K Buy
372
+4
+1% +$1.55K 0.03% 123
2024
Q3 		$144K Hold
368
– – 0.03% 122
2024
Q2 		$123K Sell
368
-6
-2% -$2.08K 0.02% 128
2024
Q1 		$137K Buy
374
+24
+7% +$7.67K 0.03% 120
2023
Q4 		$103K Sell
350
-7
-2% -$1.82K 0.02% 131
2023
Q3 		$97.5K Sell
357
-1
-0.3% -$271 0.02% 122
2023
Q2 		$88.1K Buy
358
+8
+2% +$1.78K 0.02% 124
2023
Q1 		$80.1K Sell
350
-7
-2% -$1.69K 0.02% 117
2022
Q4 		$85.5K Buy
357
+103
+41% +$22.4K 0.02% 118
2022
Q3 		$42K Sell
254
-23
-8% -$4.2K 0.01% 152
2022
Q2 		$50K Buy
+277
New +$58.4K 0.02% 138
2021
Q4 		$55K Buy
264
+58
+28% +$11.7K 0.02% 150
2021
Q3 		$40K Buy
+206
New +$42.9K 0.01% 169

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

Bell Investment Advisors's CAT Position: Q1 2026 in Review

Bell Investment Advisors increased its Caterpillar (CAT) stake by 0.24% in Q1 2026, buying an estimated $693 and bringing the position to 411 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #104.

Bell Investment Advisors first reported a position in CAT in Q3 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bell Investment Advisors held 411 shares of Caterpillar worth $291K as of Q1 2026.
  • Bell Investment Advisors bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.05% of Bell Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Bell Investment Advisors first reported a position in Caterpillar in Q3 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.