Eldridge Investment Advisors’s Caterpillar CAT Stock Holding History

Eldridge 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	$3.64M	Sell	5,131 -13	-0.3%	-$9K	0.8%	32
2025 Q4	$2.95M	Sell	5,144 -91	-2%	-$50.6K	0.65%	30
2025 Q3	$2.5M	Sell	5,235 -2	-0%	-$854	0.57%	34
2025 Q2	$2.03M	Sell	5,237 -6	-0.1%	-$2K	0.43%	46
2025 Q1	$1.73M	Sell	5,243 -20	-0.4%	-$7.12K	0.4%	55
2024 Q4	$1.91M	Hold	5,263	–	–	0.44%	52
2024 Q3	$2.06M	Buy	5,263 +400	+8%	+$138K	0.48%	45
2024 Q2	$1.62M	Buy	4,863 +133	+3%	+$46.1K	0.41%	57
2024 Q1	$1.73M	Hold	4,730	–	–	0.44%	52
2023 Q4	$1.4M	Hold	4,730	–	–	0.37%	61
2023 Q3	$1.29M	Sell	4,730 -19	-0.4%	-$5.15K	0.43%	47
2023 Q2	$1.17M	Hold	4,749	–	–	0.38%	52
2023 Q1	$1.09M	Hold	4,749	–	–	0.38%	54
2022 Q4	$1.14M	Buy	4,749 +37	+0.8%	+$8.05K	0.4%	50
2022 Q3	$773K	Hold	4,712	–	–	0.3%	56
2022 Q2	$842K	Hold	4,712	–	–	0.32%	54
2022 Q1	$1.05M	Hold	4,712	–	–	0.36%	48
2021 Q4	$974K	Hold	4,712	–	–	0.32%	54
2021 Q3	$905K	Hold	4,712	–	–	0.32%	49
2021 Q2	$1.02M	Hold	4,712	–	–	0.37%	45
2021 Q1	$1.09M	Hold	4,712	–	–	0.42%	39
2020 Q4	$858K	Hold	4,712	–	–	0.36%	43
2020 Q3	$703K	Hold	4,712	–	–	0.33%	44
2020 Q2	$596K	Sell	4,712 -400	-8%	-$47.4K	0.3%	49
2020 Q1	$593K	Buy	5,112 +400	+8%	+$51.1K	0.34%	41
2019 Q4	$696K	Sell	4,712 -700	-13%	-$97.7K	0.34%	49
2019 Q3	$684K	Buy	5,412 +3,388	+167%	+$430K	0.35%	43
2019 Q2	$276K	Hold	2,024	–	–	0.15%	68
2019 Q1	$274K	Sell	2,024 -35	-2%	-$4.65K	0.15%	68
2018 Q4	$262K	Buy	2,059 +408	+25%	+$53.1K	0.16%	65
2018 Q3	$251K	Sell	1,651 -8	-0.5%	-$1.13K	0.16%	60
2018 Q2	$225K	Buy	1,659 +100	+6%	+$14.9K	0.16%	59
2018 Q1	$229K	Buy	1,559 +200	+15%	+$31.6K	0.17%	56
2017 Q4	$213K	Buy	+1,359	New	+$188K	0.16%	53

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

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

Eldridge Investment Advisors reduced its Caterpillar (CAT) stake by 0.25% in Q1 2026, selling an estimated $9K and leaving 5,131 shares worth $3.64M. The position accounts for 0.8% of the portfolio, ranked #32.

Eldridge Investment Advisors first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Eldridge Investment Advisors held 5,131 shares of Caterpillar worth $3.64M as of Q1 2026.
Eldridge Investment Advisors sold 13 Caterpillar shares in Q1 2026, an estimated $9K.
Caterpillar made up 0.8% of Eldridge Investment Advisors's portfolio in Q1 2026, its #32 holding.
Eldridge Investment Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.