GAFA
CAT icon

Garton & Associates Financial Advisors’s Caterpillar CAT Stock Holding History

Garton & Associates Financial 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 		– Sell
-326
Closed -$187K – 214
2025
Q4 		$187K Buy
+326
New +$181K 0.1% 143

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garton & Associates Financial Advisors's CAT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 326 shares — an estimated $187K sold.

Garton & Associates Financial Advisors first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $187K in Q4 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 326 Caterpillar shares in Q1 2026, an estimated $187K.
  • Garton & Associates Financial Advisors first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Caterpillar position peaked at $187K in Q4 2025.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.