BFAG
CAT icon

Blackston Financial Advisory Group’s Caterpillar CAT Stock Holding History

Blackston Financial Advisory Group’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 		$350K Buy
+494
New +$342K 0.22% 62
2025
Q1 		– Sell
-15,003
Closed -$5.44M – 101
2024
Q4 		$5.44M Sell
15,003
-97
-0.6% -$37.6K 2.71% 11
2024
Q3 		$5.91M Buy
15,100
+91
+0.6% +$31.4K 3.05% 11
2024
Q2 		$5M Buy
+15,009
New +$5.2M 2.8% 6

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

Blackston Financial Advisory Group's CAT Position: Q1 2026 in Review

Blackston Financial Advisory Group opened a new position in Caterpillar (CAT) in Q1 2026: 494 shares worth $350K. The stake represents 0.22% of the portfolio and ranks #62 among its holdings. This is a return to the name: Blackston Financial Advisory Group previously reported a position in CAT as recently as Q4 2024.

Blackston Financial Advisory Group first reported a position in CAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $5.91M in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Blackston Financial Advisory Group held 494 shares of Caterpillar worth $350K as of Q1 2026.
  • Caterpillar was a new Blackston Financial Advisory Group position in Q1 2026.
  • Caterpillar made up 0.22% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #62 holding.
  • Blackston Financial Advisory Group first reported a position in Caterpillar in Q2 2024 and has held it in 4 quarters since.
  • Blackston Financial Advisory Group's Caterpillar position peaked at $5.91M in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.