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Guerra Pan Advisors’s Caterpillar CAT Stock Holding History

Guerra Pan 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 		$3.21M Sell
4,533
-16
-0.4% -$11.1K 1.99% 15
2025
Q4 		$2.61M Hold
4,549
– – 1.55% 19
2025
Q3 		$2.17M Hold
4,549
– – 1.31% 23
2025
Q2 		$1.77M Buy
4,549
+36
+0.8% +$12K 1.16% 26
2025
Q1 		$1.49M Buy
4,513
+66
+1% +$23.5K 1.17% 25
2024
Q4 		$1.61M Buy
4,447
+156
+4% +$60.5K 1.17% 28
2024
Q3 		$1.68M Buy
4,291
+24
+0.6% +$8.29K 1.34% 24
2024
Q2 		$1.42M Buy
4,267
+1,103
+35% +$382K 1.19% 27
2024
Q1 		$1.16M Buy
3,164
+513
+19% +$164K 1.07% 31
2023
Q4 		$784K Buy
+2,651
New +$688K 0.75% 41

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

Guerra Pan Advisors's CAT Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Caterpillar (CAT) stake by 0.35% in Q1 2026, selling an estimated $11.1K and leaving 4,533 shares worth $3.21M. The position accounts for 1.99% of the portfolio, ranked #15.

Guerra Pan Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Guerra Pan Advisors held 4,533 shares of Caterpillar worth $3.21M as of Q1 2026.
  • Guerra Pan Advisors sold 16 Caterpillar shares in Q1 2026, an estimated $11.1K.
  • Caterpillar made up 1.99% of Guerra Pan Advisors's portfolio in Q1 2026, its #15 holding.
  • Guerra Pan Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.