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Coppell Advisory Solutions’s Caterpillar CAT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-541
Closed -$312K – 56
2025
Q4 		$312K Sell
541
-50
-8% -$27.8K 0.03% 324
2025
Q3 		$279K Buy
591
+13
+2% +$5.55K 0.03% 338
2025
Q2 		$223K Buy
+578
New +$193K 0.03% 341
2025
Q1 		– Sell
-447
Closed -$163K – 554
2024
Q4 		$163K Sell
447
-54
-11% -$20.9K 0.02% 317
2024
Q3 		$196K Sell
501
-28
-5% -$9.67K 0.03% 289
2024
Q2 		$176K Buy
+529
New +$183K 0.03% 279
2023
Q4 		$121K Buy
410
+52
+15% +$13.5K 0.02% 331
2023
Q3 		$85.8K Buy
358
+110
+44% +$29.8K 0.03% 229
2023
Q2 		$60.5K Buy
+248
New +$55.3K 0.02% 319
2023
Q1 		– Sell
-358
Closed -$85.8K – 335
2022
Q4 		$85.8K Buy
+358
New +$77.9K 0.03% 234

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

Coppell Advisory Solutions's CAT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 541 shares — an estimated $312K sold.

Coppell Advisory Solutions first reported a position in CAT in Q4 2022 and held it in 10 quarters. The position peaked at $312K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 541 Caterpillar shares in Q1 2026, an estimated $312K.
  • Coppell Advisory Solutions first reported a position in Caterpillar in Q4 2022 and held it in 10 quarters.
  • Coppell Advisory Solutions's Caterpillar position peaked at $312K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.