CA
CAT icon

Claro Advisors’s Caterpillar CAT Stock Holding History

Claro 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 		$533K Buy
752
+200
+36% +$139K 0.06% 227
2025
Q4 		$316K Buy
552
+34
+7% +$18.9K 0.04% 322
2025
Q3 		$247K Sell
518
-20
-4% -$8.54K 0.04% 347
2025
Q2 		$209K Sell
538
-836
-61% -$279K 0.03% 354
2025
Q1 		$453K Buy
1,374
+32
+2% +$11.4K 0.06% 288
2024
Q4 		$487K Sell
1,342
-412
-23% -$160K 0.07% 249
2024
Q3 		$686K Buy
1,754
+135
+8% +$46.6K 0.09% 221
2024
Q2 		$539K Buy
1,619
+3
+0.2% +$1.04K 0.08% 229
2024
Q1 		$592K Buy
1,616
+312
+24% +$99.7K 0.1% 210
2023
Q4 		$386K Sell
1,304
-27
-2% -$7K 0.08% 252
2023
Q3 		$363K Buy
1,331
+120
+10% +$32.6K 0.09% 238
2023
Q2 		$298K Buy
1,211
+277
+30% +$61.8K 0.07% 263
2023
Q1 		$214K Sell
934
-55
-6% -$13.3K 0.06% 310
2022
Q4 		$237K Buy
+989
New +$215K 0.08% 253
2020
Q1 		– Sell
-1,621
Closed -$239K – 160
2019
Q4 		$239K Buy
1,621
+18
+1% +$2.51K 0.18% 139
2019
Q3 		$202K Sell
1,603
-738
-32% -$93.8K 0.18% 156
2019
Q2 		$319K Buy
2,341
+79
+3% +$10.4K 0.29% 107
2019
Q1 		$307K Buy
2,262
+234
+12% +$31.1K 0.3% 106
2018
Q4 		$309K Buy
+2,028
New +$264K 0.25% 94

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

Claro Advisors's CAT Position: Q1 2026 in Review

Claro Advisors increased its Caterpillar (CAT) stake by 36% in Q1 2026, buying an estimated $139K and bringing the position to 752 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #227.

Claro Advisors first reported a position in CAT in Q4 2018 and has held it in 19 quarters since. The position peaked at $686K in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Claro Advisors held 752 shares of Caterpillar worth $533K as of Q1 2026.
  • Claro Advisors bought 200 Caterpillar shares in Q1 2026, an estimated $139K.
  • Caterpillar made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #227 holding.
  • Claro Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 19 quarters since.
  • Claro Advisors's Caterpillar position peaked at $686K in Q3 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.