Financial Advisors Network’s Caterpillar CAT Stock Holding History

Financial Advisors Network’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	$712K	Sell	1,006 -14	-1%	-$9.7K	0.1%	91
2025 Q4	$584K	Buy	1,020 +14	+1%	+$7.78K	0.08%	100
2025 Q3	$480K	Hold	1,006	–	–	0.07%	115
2025 Q2	$391K	Sell	1,006 -97	-9%	-$32.3K	0.06%	128
2025 Q1	$364K	Buy	1,103 +9	+0.8%	+$3.21K	0.06%	123
2024 Q4	$397K	Buy	+1,094	New	+$424K	0.07%	124
2023 Q4	$263K	Buy	+889	New	+$231K	0.05%	140
2022 Q3	–	Sell	-1,706	Closed	-$305K	–	116
2022 Q2	$305K	Buy	1,706 +50	+3%	+$10.5K	0.09%	87
2022 Q1	$369K	Buy	+1,656	New	+$347K	0.09%	87
2019 Q1	–	Sell	-1,633	Closed	-$208K	–	102
2018 Q4	$208K	Buy	+1,633	New	+$212K	0.13%	91
2018 Q2	$241K	Buy	+1,776	New	+$265K	0.15%	79
2017 Q4	$368K	Sell	2,335 -7	-0.3%	-$971	0.25%	74
2017 Q3	$292K	Sell	2,342 -498	-18%	-$57.4K	0.23%	81
2017 Q2	$305K	Sell	2,840 -49	-2%	-$4.98K	0.25%	73
2017 Q1	$293K	Sell	2,889 -295	-9%	-$27.9K	0.25%	75
2016 Q4	$313K	Buy	+3,184	New	+$289K	0.27%	64

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

Financial Advisors Network's CAT Position: Q1 2026 in Review

Financial Advisors Network reduced its Caterpillar (CAT) stake by 1.4% in Q1 2026, selling an estimated $9.7K and leaving 1,006 shares worth $712K. The position accounts for 0.1% of the portfolio, ranked #91.

Financial Advisors Network first reported a position in CAT in Q4 2016 and has held it in 16 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Financial Advisors Network held 1,006 shares of Caterpillar worth $712K as of Q1 2026.
Financial Advisors Network sold 14 Caterpillar shares in Q1 2026, an estimated $9.7K.
Caterpillar made up 0.1% of Financial Advisors Network's portfolio in Q1 2026, its #91 holding.
Financial Advisors Network first reported a position in Caterpillar in Q4 2016 and has held it in 16 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.