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Forvis Mazars Wealth Advisors’s Caterpillar CAT Stock Holding History

Forvis Mazars Wealth 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 		$13.3M Sell
18,770
-1,540
-8% -$1.07M 0.25% 48
2025
Q4 		$11.6M Sell
20,310
-97
-0.5% -$53.9K 0.22% 52
2025
Q3 		$9.74M Sell
20,407
-282
-1% -$120K 0.19% 62
2025
Q2 		$8.03M Sell
20,689
-35
-0.2% -$11.7K 0.17% 65
2025
Q1 		$6.83M Sell
20,724
-1,255
-6% -$447K 0.16% 73
2024
Q4 		$7.97M Sell
21,979
-693
-3% -$269K 0.18% 68
2024
Q3 		$8.87M Buy
22,672
+1,442
+7% +$498K 0.2% 68
2024
Q2 		$7.07M Sell
21,230
-16
-0.1% -$5.55K 0.18% 71
2024
Q1 		$7.79M Sell
21,246
-424
-2% -$136K 0.2% 71
2023
Q4 		$6.41M Sell
21,670
-631
-3% -$164K 0.18% 72
2023
Q3 		$6.09M Sell
22,301
-1,305
-6% -$354K 0.18% 74
2023
Q2 		$5.81M Buy
23,606
+4,680
+25% +$1.04M 0.17% 87
2023
Q1 		$4.33M Sell
18,926
-207
-1% -$50K 0.14% 92
2022
Q4 		$4.58M Sell
19,133
-700
-4% -$152K 0.16% 90
2022
Q3 		$3.25M Sell
19,833
-760
-4% -$139K 0.13% 97
2022
Q2 		$3.68M Buy
20,593
+203
+1% +$42.8K 0.15% 83
2022
Q1 		$4.54M Buy
20,390
+381
+2% +$79.9K 0.19% 58
2021
Q4 		$4.14M Sell
20,009
-26
-0.1% -$5.24K 0.17% 59
2021
Q3 		$3.85M Buy
20,035
+108
+0.5% +$22.5K 0.18% 60
2021
Q2 		$4.34M Sell
19,927
-1,460
-7% -$337K 0.2% 52
2021
Q1 		$4.96M Sell
21,387
-2,204
-9% -$456K 0.25% 45
2020
Q4 		$4.29M Buy
23,591
+2,146
+10% +$364K 0.22% 55
2020
Q3 		$3.2M Sell
21,445
-636
-3% -$89.3K 0.19% 57
2020
Q2 		$2.79M Sell
22,081
-1,515
-6% -$180K 0.18% 62
2020
Q1 		$2.74M Sell
23,596
-730
-3% -$93.2K 0.22% 50
2019
Q4 		$3.59M Sell
24,326
-386
-2% -$53.9K 0.26% 50
2019
Q3 		$3.12M Buy
24,712
+182
+0.7% +$23.1K 0.25% 52
2019
Q2 		$3.34M Buy
24,530
+141
+0.6% +$18.6K 0.27% 52
2019
Q1 		$3.31M Sell
24,389
-1,345
-5% -$179K 0.27% 52
2018
Q4 		$3.27M Sell
25,734
-627
-2% -$81.6K 0.33% 39
2018
Q3 		$4.02M Buy
26,361
+783
+3% +$111K 0.35% 38
2018
Q2 		$3.47M Buy
25,578
+407
+2% +$60.8K 0.34% 42
2018
Q1 		$3.71M Buy
25,171
+2,525
+11% +$399K 0.37% 34
2017
Q4 		$3.57M Sell
22,646
-652
-3% -$90.4K 0.36% 38
2017
Q3 		$2.91M Sell
23,298
-732
-3% -$84.3K 0.32% 41
2017
Q2 		$2.58M Buy
24,030
+915
+4% +$92.9K 0.29% 48
2017
Q1 		$2.14M Sell
23,115
-271
-1% -$25.7K 0.26% 54
2016
Q4 		$2.17M Buy
23,386
+259
+1% +$23.5K 0.28% 48
2016
Q3 		$2.05M Sell
23,127
-64
-0.3% -$5.24K 0.29% 47
2016
Q2 		$1.76M Buy
23,191
+1,479
+7% +$111K 0.26% 50
2016
Q1 		$1.66M Buy
21,712
+1,313
+6% +$88.1K 0.27% 48
2015
Q4 		$1.39M Sell
20,399
-1,745
-8% -$122K 0.21% 60
2015
Q3 		$1.45M Buy
22,144
+913
+4% +$69.8K 0.25% 50
2015
Q2 		$1.8M Sell
21,231
-2,214
-9% -$190K 0.27% 49
2015
Q1 		$1.88M Buy
23,445
+1,677
+8% +$139K 0.27% 51
2014
Q4 		$1.99M Buy
21,768
+1,106
+5% +$108K 0.33% 47
2014
Q3 		$2.05M Sell
20,662
-328
-2% -$34.8K 0.35% 42
2014
Q2 		$2.28M Sell
20,990
-2,883
-12% -$303K 0.39% 40
2014
Q1 		$2.36M Sell
23,873
-378
-2% -$35.6K 0.42% 42
2013
Q4 		$2.19M Sell
24,251
-633
-3% -$54K 0.41% 44
2013
Q3 		$2.07M Buy
24,884
+1,305
+6% +$110K 0.42% 42
2013
Q2 		$1.95M Buy
+23,579
New +$2.01M 1.54% 24

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

Forvis Mazars Wealth Advisors's CAT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Caterpillar (CAT) stake by 7.6% in Q1 2026, selling an estimated $1.07M and leaving 18,770 shares worth $13.3M. The position accounts for 0.25% of the portfolio, ranked #48.

Forvis Mazars Wealth Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 18,770 shares of Caterpillar worth $13.3M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 1,540 Caterpillar shares in Q1 2026, an estimated $1.07M.
  • Caterpillar made up 0.25% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.