Cetera Investment Advisers
CAT icon

Cetera Investment Advisers’s Caterpillar CAT Stock Holding History

Cetera Investment 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
2024
Q2 		– Sell
-1,000
Closed -$110 – 3746
2024
Q1 		$110 Buy
+1,000
New +$320K ﹤0.01% 3695

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Cetera Investment Advisers's CAT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $5.46M and bringing the position to 295,811 shares worth $210M. The position accounts for 0.22% of the portfolio, ranked #88.

Cetera Investment Advisers first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cetera Investment Advisers held 295,811 shares of Caterpillar worth $210M as of Q1 2026.
  • Cetera Investment Advisers bought 7,889 Caterpillar shares in Q1 2026, an estimated $5.46M.
  • Caterpillar made up 0.22% of Cetera Investment Advisers's portfolio in Q1 2026, its #88 holding.
  • Cetera Investment Advisers first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.