Insigneo Advisory Services’s Caterpillar CAT Stock Holding History

Insigneo Advisory Services’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	Buy	4,535 +245	+6%	+$170K	0.23%	79
2025 Q4	$2.46M	Buy	4,290 +153	+4%	+$85K	0.18%	111
2025 Q3	$1.97M	Buy	4,137 +487	+13%	+$208K	0.14%	119
2025 Q2	$1.42M	Buy	3,650 +106	+3%	+$35.3K	0.12%	147
2025 Q1	$1.17M	Sell	3,544 -1,433	-29%	-$510K	0.12%	154
2024 Q4	$1.81M	Sell	4,977 -2,133	-30%	-$827K	0.19%	100
2024 Q3	$2.78M	Sell	7,110 -567	-7%	-$196K	0.28%	68
2024 Q2	$2.43M	Sell	7,677 -34	-0.4%	-$11.8K	0.27%	72
2024 Q1	$2.83M	Buy	7,711 +1,309	+20%	+$418K	0.34%	54
2023 Q4	$1.89M	Buy	6,402 +2,148	+50%	+$557K	0.27%	79
2023 Q3	$1.16M	Buy	4,254 +396	+10%	+$107K	0.24%	94
2023 Q2	$949K	Buy	3,858 +2,229	+137%	+$497K	0.18%	112
2023 Q1	$373K	Buy	1,629 +20	+1%	+$4.83K	0.12%	178
2022 Q4	$385K	Buy	+1,609	New	+$350K	0.15%	157

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

Insigneo Advisory Services's CAT Position: Q1 2026 in Review

Insigneo Advisory Services increased its Caterpillar (CAT) stake by 5.7% in Q1 2026, buying an estimated $170K and bringing the position to 4,535 shares worth $3.21M. The position accounts for 0.23% of the portfolio, ranked #79.

Insigneo Advisory Services first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Insigneo Advisory Services held 4,535 shares of Caterpillar worth $3.21M as of Q1 2026.
Insigneo Advisory Services bought 245 Caterpillar shares in Q1 2026, an estimated $170K.
Caterpillar made up 0.23% of Insigneo Advisory Services's portfolio in Q1 2026, its #79 holding.
Insigneo Advisory Services first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.