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Fiducient Advisors’s Caterpillar CAT Stock Holding History

Fiducient 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 		$234K Sell
330
-27
-8% -$18.7K 0.03% 125
2025
Q4 		$205K Buy
+357
New +$198K 0.03% 166
2025
Q1 		– Sell
-4,216
Closed -$1.53M – 159
2024
Q4 		$1.53M Buy
+4,216
New +$1.64M 0.19% 48
2024
Q2 		– Sell
-2,477
Closed -$908K – 145
2024
Q1 		$908K Buy
2,477
+57
+2% +$18.2K 0.18% 55
2023
Q4 		$716K Buy
+2,420
New +$628K 0.13% 60

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

Fiducient Advisors's CAT Position: Q1 2026 in Review

Fiducient Advisors reduced its Caterpillar (CAT) stake by 7.6% in Q1 2026, selling an estimated $18.7K and leaving 330 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #125.

Fiducient Advisors first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fiducient Advisors held 330 shares of Caterpillar worth $234K as of Q1 2026.
  • Fiducient Advisors sold 27 Caterpillar shares in Q1 2026, an estimated $18.7K.
  • Caterpillar made up 0.03% of Fiducient Advisors's portfolio in Q1 2026, its #125 holding.
  • Fiducient Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • Fiducient Advisors's Caterpillar position peaked at $1.53M in Q4 2024.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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