CCA
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Childress Capital Advisors’s Caterpillar CAT Stock Holding History

Childress Capital 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 		$2.12M Sell
2,993
-223
-7% -$154K 0.38% 44
2025
Q4 		$1.84M Buy
3,216
+387
+14% +$215K 0.3% 52
2025
Q3 		$1.35M Buy
2,829
+888
+46% +$379K 0.25% 68
2025
Q2 		$754K Buy
1,941
+898
+86% +$299K 0.19% 84
2025
Q1 		$344K Buy
1,043
+5
+0.5% +$1.78K 0.1% 148
2024
Q4 		$377K Buy
1,038
+20
+2% +$7.76K 0.11% 131
2024
Q3 		$398K Buy
1,018
+21
+2% +$7.25K 0.11% 137
2024
Q2 		$332K Sell
997
-28
-3% -$9.71K 0.09% 146
2024
Q1 		$376K Sell
1,025
-69
-6% -$22.1K 0.11% 122
2023
Q4 		$324K Sell
1,094
-32
-3% -$8.3K 0.1% 133
2023
Q3 		$307K Buy
+1,126
New +$305K 0.1% 118
2023
Q1 		– Sell
-1,068
Closed -$256K – 103
2022
Q4 		$256K Buy
+1,068
New +$232K 0.08% 151
2022
Q3 		– Sell
-2,247
Closed -$402K – 176
2022
Q2 		$402K Buy
2,247
+121
+6% +$25.5K 0.16% 101
2022
Q1 		$473K Buy
2,126
+574
+37% +$120K 0.17% 102
2021
Q4 		$321K Sell
1,552
-528
-25% -$106K 0.13% 125
2021
Q3 		$399K Buy
2,080
+614
+42% +$128K 0.16% 116
2021
Q2 		$319K Sell
1,466
-227
-13% -$52.4K 0.15% 111
2021
Q1 		$392K Buy
1,693
+666
+65% +$138K 0.18% 104
2020
Q4 		$187K Buy
+1,027
New +$174K 0.11% 102

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

Childress Capital Advisors's CAT Position: Q1 2026 in Review

Childress Capital Advisors reduced its Caterpillar (CAT) stake by 6.9% in Q1 2026, selling an estimated $154K and leaving 2,993 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #44.

Childress Capital Advisors first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Childress Capital Advisors held 2,993 shares of Caterpillar worth $2.12M as of Q1 2026.
  • Childress Capital Advisors sold 223 Caterpillar shares in Q1 2026, an estimated $154K.
  • Caterpillar made up 0.38% of Childress Capital Advisors's portfolio in Q1 2026, its #44 holding.
  • Childress Capital Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.