Bellwether Advisors’s Caterpillar CAT Stock Holding History

Bellwether 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	$4.72M	Sell	6,659 -442	-6%	-$306K	0.8%	30
2025 Q4	$4.07M	Buy	7,101 +2,133	+43%	+$1.19M	0.65%	35
2025 Q3	$2.37M	Buy	4,968 +4,828	+3,449%	+$2.06M	0.39%	55
2025 Q2	$54.3K	Hold	140	–	–	0.01%	216
2025 Q1	$46.2K	Hold	140	–	–	0.01%	225
2024 Q4	$50.8K	Buy	+140	New	+$54.3K	0.01%	232
2023 Q2	–	Sell	-66	Closed	-$15.1K	–	141
2023 Q1	$15.1K	Hold	66	–	–	﹤0.01%	258
2022 Q4	$15.8K	Hold	66	–	–	﹤0.01%	254
2022 Q3	$10K	Hold	66	–	–	﹤0.01%	260
2022 Q2	$11K	Hold	66	–	–	﹤0.01%	243
2022 Q1	$14K	Hold	66	–	–	﹤0.01%	285
2021 Q4	$13K	Hold	66	–	–	﹤0.01%	302
2021 Q3	$12K	Sell	66 -3,022	-98%	-$629K	﹤0.01%	287
2021 Q2	$672K	Buy	3,088 +2,978	+2,707%	+$688K	0.23%	82
2021 Q1	$25K	Buy	110 +42	+62%	+$8.7K	0.01%	192
2020 Q4	$12K	Buy	+68	New	+$11.5K	0.01%	218

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

Bellwether Advisors's CAT Position: Q1 2026 in Review

Bellwether Advisors reduced its Caterpillar (CAT) stake by 6.2% in Q1 2026, selling an estimated $306K and leaving 6,659 shares worth $4.72M. The position accounts for 0.8% of the portfolio, ranked #30.

Bellwether Advisors first reported a position in CAT in Q4 2020 and has held it in 16 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Bellwether Advisors held 6,659 shares of Caterpillar worth $4.72M as of Q1 2026.
Bellwether Advisors sold 442 Caterpillar shares in Q1 2026, an estimated $306K.
Caterpillar made up 0.8% of Bellwether Advisors's portfolio in Q1 2026, its #30 holding.
Bellwether Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 16 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.