HighTower Advisors’s Caterpillar CAT Stock Holding History

HighTower 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
2022 Q2	–	Sell	-62	Closed	-$74K	–	3275
2022 Q1	$74K	Buy	+62	New	+$13K	﹤0.01%	3034
2021 Q3	–	Sell	-3,800	Closed	-$15K	–	3213
2021 Q2	$15K	Buy	+3,800	New	+$878K	﹤0.01%	2971
2021 Q1	–	Sell	-292	Closed	-$42K	–	3072
2020 Q4	$42K	Sell	292 -15,408	-98%	-$2.61M	﹤0.01%	2424
2020 Q3	$57K	Buy	+15,700	New	+$2.21M	﹤0.01%	2295
2018 Q2	–	Sell	-6,400	Closed	-$11K	–	2256
2018 Q1	$11K	Buy	+6,400	New	+$1.01M	﹤0.01%	2081

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

HighTower Advisors's CAT Position: Q1 2026 in Review

HighTower Advisors reduced its Caterpillar (CAT) stake by 6.4% in Q1 2026, selling an estimated $28M and leaving 592,391 shares worth $420M. The position accounts for 0.45% of the portfolio, ranked #36.

HighTower Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

HighTower Advisors held 592,391 shares of Caterpillar worth $420M as of Q1 2026.
HighTower Advisors sold 40,423 Caterpillar shares in Q1 2026, an estimated $28M.
Caterpillar made up 0.45% of HighTower Advisors's portfolio in Q1 2026, its #36 holding.
HighTower Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.