CTC
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Cetera Trust Company’s Caterpillar CAT Stock Holding History

Cetera Trust Company’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 		$254K Hold
359
– – 0.14% 132
2025
Q4 		$206K Hold
359
– – 0.11% 161
2025
Q3 		$171K Sell
359
-1,839
-84% -$785K 0.1% 181
2025
Q2 		$853K Hold
2,198
– – 0.51% 48
2025
Q1 		$725K Buy
2,198
+1,839
+512% +$655K 0.46% 52
2024
Q4 		$130K Hold
359
– – 0.08% 186
2024
Q3 		$140K Hold
359
– – 0.09% 193
2024
Q2 		$120K Hold
359
– – 0.08% 196
2024
Q1 		$132K Hold
359
– – 0.08% 191
2023
Q4 		$106K Buy
+359
New +$93.1K 0.07% 195

Other funds holding CAT

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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

Cetera Trust Company's CAT Position: Q1 2026 in Review

Cetera Trust Company held its Caterpillar (CAT) position steady in Q1 2026 at 359 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #132.

Cetera Trust Company first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $853K in Q2 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cetera Trust Company held 359 shares of Caterpillar worth $254K as of Q1 2026.
  • Cetera Trust Company left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.14% of Cetera Trust Company's portfolio in Q1 2026, its #132 holding.
  • Cetera Trust Company first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Caterpillar position peaked at $853K in Q2 2025.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.