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Insight Advisors’s Caterpillar CAT Stock Holding History

Insight 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 		$914K Sell
1,291
-19
-1% -$13.2K 0.17% 85
2025
Q4 		$751K Sell
1,310
-139
-10% -$77.3K 0.11% 118
2025
Q3 		$693K Buy
1,449
+1
+0.1% +$427 0.11% 128
2025
Q2 		$562K Buy
1,448
+2
+0.1% +$667 0.09% 141
2025
Q1 		$477K Buy
1,446
+36
+3% +$12.8K 0.08% 155
2024
Q4 		$512K Buy
1,410
+5
+0.4% +$1.94K 0.09% 156
2024
Q3 		$549K Sell
1,405
-5
-0.4% -$1.73K 0.09% 147
2024
Q2 		$470K Buy
1,410
+109
+8% +$37.8K 0.08% 163
2024
Q1 		$477K Sell
1,301
-22
-2% -$7.03K 0.09% 167
2023
Q4 		$391K Sell
1,323
-39
-3% -$10.1K 0.08% 177
2023
Q3 		$372K Sell
1,362
-79
-5% -$21.4K 0.09% 179
2023
Q2 		$355K Sell
1,441
-457
-24% -$102K 0.08% 187
2023
Q1 		$434K Sell
1,898
-1,432
-43% -$346K 0.1% 172
2022
Q4 		$796K Sell
3,330
-647
-16% -$141K 0.28% 94
2022
Q3 		$652K Sell
3,977
-10
-0.3% -$1.83K 0.26% 104
2022
Q2 		$726K Sell
3,987
-604
-13% -$127K 0.25% 106
2022
Q1 		$1.02M Buy
4,591
+1,941
+73% +$407K 0.31% 90
2021
Q4 		$548K Sell
2,650
-93
-3% -$18.7K 0.16% 153
2021
Q3 		$558K Buy
2,743
+57
+2% +$11.9K 0.17% 154
2021
Q2 		$551K Sell
2,686
-1,039
-28% -$240K 0.17% 154
2021
Q1 		$850K Buy
3,725
+998
+37% +$207K 0.27% 104
2020
Q4 		$496K Buy
+2,727
New +$462K 0.19% 137

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

Insight Advisors's CAT Position: Q1 2026 in Review

Insight Advisors reduced its Caterpillar (CAT) stake by 1.5% in Q1 2026, selling an estimated $13.2K and leaving 1,291 shares worth $914K. The position accounts for 0.17% of the portfolio, ranked #85.

Insight Advisors first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q1 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Insight Advisors held 1,291 shares of Caterpillar worth $914K as of Q1 2026.
  • Insight Advisors sold 19 Caterpillar shares in Q1 2026, an estimated $13.2K.
  • Caterpillar made up 0.17% of Insight Advisors's portfolio in Q1 2026, its #85 holding.
  • Insight Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Caterpillar position peaked at $1.02M in Q1 2022.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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