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FSA Advisors’s Caterpillar CAT Stock Holding History

FSA 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 		$1.05M Buy
1,487
+1,087
+272% +$753K 0.69% 46
2025
Q4 		$229K Sell
400
-871
-69% -$484K 0.16% 157
2025
Q3 		$607K Sell
1,271
-9
-0.7% -$3.84K 0.48% 65
2025
Q2 		$497K Sell
1,280
-310
-19% -$103K 0.4% 77
2025
Q1 		$524K Buy
1,590
+317
+25% +$113K 0.42% 83
2024
Q4 		$462K Buy
1,273
+8
+0.6% +$3.1K 0.56% 65
2024
Q3 		$439K Buy
1,265
+2
+0.2% +$691 0.44% 70
2024
Q2 		$453K Buy
1,263
+3
+0.2% +$1.04K 0.47% 67
2024
Q1 		$462K Buy
1,260
+103
+9% +$32.9K 0.49% 64
2023
Q4 		$342K Buy
+1,157
New +$300K 0.42% 71

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

FSA Advisors's CAT Position: Q1 2026 in Review

FSA Advisors increased its Caterpillar (CAT) stake by 272% in Q1 2026, buying an estimated $753K and bringing the position to 1,487 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #46.

FSA Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • FSA Advisors held 1,487 shares of Caterpillar worth $1.05M as of Q1 2026.
  • FSA Advisors bought 1,087 Caterpillar shares in Q1 2026, an estimated $753K.
  • Caterpillar made up 0.69% of FSA Advisors's portfolio in Q1 2026, its #46 holding.
  • FSA Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.