CIAS
CAT icon

CBIZ Investment Advisory Services’s Caterpillar CAT Stock Holding History

CBIZ Investment Advisory Services’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 		$287K Sell
405
-102
-20% -$70.6K 0.01% 41
2025
Q4 		$291K Buy
507
+400
+374% +$222K 0.01% 45
2025
Q3 		$51.1K Buy
107
+9
+9% +$3.84K ﹤0.01% 127
2025
Q2 		$38K Buy
98
+48
+96% +$16K ﹤0.01% 161
2025
Q1 		$16.5K Buy
+50
New +$17.8K ﹤0.01% 258

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

CBIZ Investment Advisory Services's CAT Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Caterpillar (CAT) stake by 20% in Q1 2026, selling an estimated $70.6K and leaving 405 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #41.

CBIZ Investment Advisory Services first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • CBIZ Investment Advisory Services held 405 shares of Caterpillar worth $287K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 102 Caterpillar shares in Q1 2026, an estimated $70.6K.
  • Caterpillar made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #41 holding.
  • CBIZ Investment Advisory Services first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Caterpillar position peaked at $291K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.