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Concurrent Investment Advisors’s Caterpillar CAT Stock Holding History

Concurrent Investment 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 		$28.9M Buy
40,732
+2,991
+8% +$2.07M 0.31% 60
2025
Q4 		$21.6M Buy
37,741
+14,436
+62% +$8.02M 0.25% 79
2025
Q3 		$11.1M Buy
23,305
+268
+1% +$114K 0.19% 112
2025
Q2 		$8.94M Buy
23,037
+1,238
+6% +$413K 0.17% 129
2025
Q1 		$7.19M Sell
21,799
-3,948
-15% -$1.41M 0.17% 123
2024
Q4 		$9.34M Buy
25,747
+3,921
+18% +$1.52M 0.25% 86
2024
Q3 		$8.54M Buy
21,826
+2,244
+11% +$775K 0.25% 89
2024
Q2 		$6.52M Buy
19,582
+4,097
+26% +$1.42M 0.21% 109
2024
Q1 		$5.67M Sell
15,485
-1,004
-6% -$321K 0.23% 101
2023
Q4 		$4.88M Buy
+16,489
New +$4.28M 0.23% 98

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

Concurrent Investment Advisors's CAT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Caterpillar (CAT) stake by 7.9% in Q1 2026, buying an estimated $2.07M and bringing the position to 40,732 shares worth $28.9M. The position accounts for 0.31% of the portfolio, ranked #60.

Concurrent Investment Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Concurrent Investment Advisors held 40,732 shares of Caterpillar worth $28.9M as of Q1 2026.
  • Concurrent Investment Advisors bought 2,991 Caterpillar shares in Q1 2026, an estimated $2.07M.
  • Caterpillar made up 0.31% of Concurrent Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • Concurrent Investment Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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