Financial Engines Advisors
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Financial Engines Advisors’s Caterpillar CAT Stock Holding History

Financial Engines 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 		$1.36M Sell
1,913
-22
-1% -$15.2K ﹤0.01% 266
2025
Q4 		$1.11M Sell
1,935
-240
-11% -$133K ﹤0.01% 301
2025
Q3 		$1.04M Buy
2,175
+78
+4% +$33.3K ﹤0.01% 302
2025
Q2 		$814K Buy
2,097
+570
+37% +$190K ﹤0.01% 318
2025
Q1 		$503K Sell
1,527
-1,357
-47% -$483K ﹤0.01% 321
2024
Q4 		$1.05M Buy
2,884
+1,888
+190% +$732K ﹤0.01% 256
2024
Q3 		$390K Buy
996
+253
+34% +$87.4K ﹤0.01% 304
2024
Q2 		$247K Sell
743
-22
-3% -$7.63K ﹤0.01% 329
2024
Q1 		$280K Sell
765
-580
-43% -$185K ﹤0.01% 302
2023
Q4 		$398K Buy
1,345
+434
+48% +$113K ﹤0.01% 247
2023
Q3 		$249K Buy
+911
New +$247K ﹤0.01% 258
2021
Q3 		– Sell
-1,137
Closed -$247K – 270
2021
Q2 		$247K Buy
1,137
+51
+5% +$11.8K ﹤0.01% 193
2021
Q1 		$252K Sell
1,086
-1,491
-58% -$309K ﹤0.01% 232
2020
Q4 		$469K Buy
+2,577
New +$437K ﹤0.01% 167
2020
Q1 		– Sell
-2,781
Closed -$411K – 150
2019
Q4 		$411K Buy
+2,781
New +$388K ﹤0.01% 115
2018
Q1 		– Sell
-50
Closed -$8K – 147
2017
Q4 		$8K Buy
+50
New +$6.93K ﹤0.01% 109

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

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

Financial Engines Advisors reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $15.2K and leaving 1,913 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Financial Engines Advisors first reported a position in CAT in Q4 2017 and has held it in 16 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Engines Advisors held 1,913 shares of Caterpillar worth $1.36M as of Q1 2026.
  • Financial Engines Advisors sold 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #266 holding.
  • Financial Engines Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 16 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.