Gordian Advisors’s Caterpillar CAT Stock Holding History

Gordian 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	$298K	Buy	420 +1	+0.2%	+$693	0.2%	37
2025 Q4	$240K	Buy	+419	New	+$233K	0.16%	45

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

Gordian Advisors's CAT Position: Q1 2026 in Review

Gordian Advisors increased its Caterpillar (CAT) stake by 0.24% in Q1 2026, buying an estimated $693 and bringing the position to 420 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #37.

Gordian Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Gordian Advisors held 420 shares of Caterpillar worth $298K as of Q1 2026.
Gordian Advisors bought 1 Caterpillar share in Q1 2026, an estimated $693.
Caterpillar made up 0.2% of Gordian Advisors's portfolio in Q1 2026, its #37 holding.
Gordian Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.