Coastal Bridge Advisors’s Caterpillar CAT Stock Holding History

Coastal Bridge 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	$1.38M	Buy	1,945 +126	+7%	+$87.3K	0.1%	191
2025 Q4	$1.04M	Sell	1,819 -5	-0.3%	-$2.78K	0.08%	207
2025 Q3	$870K	Buy	1,824 +190	+12%	+$81.1K	0.07%	225
2025 Q2	$634K	Buy	1,634 +18	+1%	+$6K	0.05%	262
2025 Q1	$533K	Buy	+1,616	New	+$576K	0.13%	156
2024 Q2	–	Sell	-743	Closed	-$272K	–	173
2024 Q1	$272K	Hold	743	–	–	0.06%	128
2023 Q4	$220K	Buy	+743	New	+$193K	0.06%	147
2017 Q4	–	Sell	-2,000	Closed	-$249K	–	133
2017 Q3	$249K	Buy	+2,000	New	+$230K	0.08%	93

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coastal Bridge Advisors's CAT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Caterpillar (CAT) stake by 6.9% in Q1 2026, buying an estimated $87.3K and bringing the position to 1,945 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #191.

Coastal Bridge Advisors first reported a position in CAT in Q3 2017 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Coastal Bridge Advisors held 1,945 shares of Caterpillar worth $1.38M as of Q1 2026.
Coastal Bridge Advisors bought 126 Caterpillar shares in Q1 2026, an estimated $87.3K.
Caterpillar made up 0.1% of Coastal Bridge Advisors's portfolio in Q1 2026, its #191 holding.
Coastal Bridge Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 8 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.