First Command Advisory Services’s Caterpillar CAT Stock Holding History

First Command Advisory Services’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	$1.92M	Buy	2,715 +66	+2%	+$45.7K	0.01%	62
2025 Q4	$1.52M	Sell	2,649 -204	-7%	-$113K	0.01%	69
2025 Q3	$1.36M	Sell	2,853 -63	-2%	-$26.9K	0.01%	73
2025 Q2	$1.13M	Buy	2,916 +387	+15%	+$129K	0.01%	75
2025 Q1	$834K	Sell	2,529 -102	-4%	-$36.3K	0.01%	89
2024 Q4	$954K	Sell	2,631 -118	-4%	-$45.8K	0.01%	75
2024 Q3	$1.08M	Sell	2,749 -21	-0.8%	-$7.25K	0.01%	74
2024 Q2	$923K	Sell	2,770 -16	-0.6%	-$5.55K	0.01%	69
2024 Q1	$1.02M	Sell	2,786 -105	-4%	-$33.6K	0.01%	64
2023 Q4	$853K	Buy	2,891 +75	+3%	+$19.5K	0.01%	67
2023 Q3	$769K	Buy	+2,816	New	+$764K	0.01%	66
2022 Q4	–	Sell	-50	Closed	–	–	67
2022 Q3	$0	Buy	+50	New	+$9.13K	﹤0.01%	60
2020 Q3	–	Sell	-20	Closed	-$3K	–	47
2020 Q2	$3K	Buy	+20	New	+$2.37K	﹤0.01%	14

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

First Command Advisory Services's CAT Position: Q1 2026 in Review

First Command Advisory Services increased its Caterpillar (CAT) stake by 2.5% in Q1 2026, buying an estimated $45.7K and bringing the position to 2,715 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #62.

First Command Advisory Services first reported a position in CAT in Q2 2020 and has held it in 13 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First Command Advisory Services held 2,715 shares of Caterpillar worth $1.92M as of Q1 2026.
First Command Advisory Services bought 66 Caterpillar shares in Q1 2026, an estimated $45.7K.
Caterpillar made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #62 holding.
First Command Advisory Services first reported a position in Caterpillar in Q2 2020 and has held it in 13 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.