GM Advisory Group’s Caterpillar CAT Stock Holding History

GM Advisory Group’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	$1.44M	Buy	2,030 +55	+3%	+$38.1K	0.06%	135
2025 Q4	$1.13M	Buy	1,975 +321	+19%	+$178K	0.04%	153
2025 Q3	$789K	Buy	1,654 +350	+27%	+$149K	0.03%	163
2025 Q2	$506K	Buy	+1,304	New	+$435K	0.03%	194

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

GM Advisory Group's CAT Position: Q1 2026 in Review

GM Advisory Group increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $38.1K and bringing the position to 2,030 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #135.

GM Advisory Group first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

GM Advisory Group held 2,030 shares of Caterpillar worth $1.44M as of Q1 2026.
GM Advisory Group bought 55 Caterpillar shares in Q1 2026, an estimated $38.1K.
Caterpillar made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #135 holding.
GM Advisory Group first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.