Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Caterpillar CAT Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$11.6M Buy
14,282
+6,609
+86% +$5.61M 0.33% 63
2026
Q2 		$8.17M Sell
7,673
-335
-4% -$294K 0.26% 80
2026
Q1 		$5.67M Buy
8,008
+697
+10% +$483K 0.21% 106
2025
Q4 		$4.19M Sell
7,311
-305
-4% -$170K 0.16% 145
2025
Q3 		$3.63M Buy
7,616
+231
+3% +$98.6K 0.14% 161
2025
Q2 		$2.87M Buy
7,385
+437
+6% +$146K 0.12% 185
2025
Q1 		$2.29M Sell
6,948
-2,424
-26% -$863K 0.11% 204
2024
Q4 		$3.4M Sell
9,372
-2,073
-18% -$804K 0.16% 155
2024
Q3 		$4.48M Buy
11,445
+2,367
+26% +$817K 0.22% 114
2024
Q2 		$3.02M Sell
9,078
-517
-5% -$179K 0.16% 164
2024
Q1 		$3.52M Sell
9,595
-1,615
-14% -$516K 0.19% 143
2023
Q4 		$3.31M Buy
11,210
+3,021
+37% +$784K 0.19% 141
2023
Q3 		$2.24M Buy
8,189
+5,435
+197% +$1.47M 0.14% 176
2023
Q2 		$678K Sell
2,754
-3,660
-57% -$816K 0.04% 344
2023
Q1 		$1.47M Buy
6,414
+2,361
+58% +$571K 0.1% 230
2022
Q4 		$971K Sell
4,053
-539
-12% -$117K 0.07% 281
2022
Q3 		$753K Buy
4,592
+724
+19% +$132K 0.06% 323
2022
Q2 		$691K Buy
3,868
+144
+4% +$30.3K 0.05% 343
2022
Q1 		$830K Buy
3,724
+855
+30% +$179K 0.06% 335
2021
Q4 		$593K Buy
2,869
+115
+4% +$23.2K 0.05% 346
2021
Q3 		$529K Sell
2,754
-2,676
-49% -$557K 0.05% 310
2021
Q2 		$1.18M Buy
5,430
+788
+17% +$182K 0.14% 169
2021
Q1 		$1.08M Buy
4,642
+3,496
+305% +$724K 0.17% 136
2020
Q4 		$209K Buy
+1,146
New +$194K 0.04% 281

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Gladstone Institutional Advisory's CAT Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Caterpillar (CAT) stake by 86% in Q3 2026, buying an estimated $5.61M and bringing the position to 14,282 shares worth $11.6M. The position accounts for 0.33% of the portfolio, ranked #63.

Gladstone Institutional Advisory first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Gladstone Institutional Advisory held 14,282 shares of Caterpillar worth $11.6M as of Q3 2026.
  • Gladstone Institutional Advisory bought 6,609 Caterpillar shares in Q3 2026, an estimated $5.61M.
  • Caterpillar made up 0.33% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #63 holding.
  • Gladstone Institutional Advisory first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.