Limestone Investment Advisors’s Caterpillar CAT Stock Holding History

Limestone Investment 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	$2.41M	Sell	3,400 -6,700	-66%	-$4.64M	0.19%	82
2025 Q4	$5.79M	Buy	10,100 +4,600	+84%	+$2.56M	0.55%	32
2025 Q3	$2.62M	Sell	5,500 -5,500	-50%	-$2.35M	0.21%	77
2025 Q2	$4.27M	Buy	+11,000	New	+$3.67M	0.37%	58

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

Limestone Investment Advisors's CAT Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 2,040 shares worth $1.45M. The stake represents 0.12% of the portfolio and ranks #129 among its holdings.

3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Limestone Investment Advisors held 2,040 shares of Caterpillar worth $1.45M as of Q1 2026.
Caterpillar was a new Limestone Investment Advisors position in Q1 2026.
Caterpillar made up 0.12% of Limestone Investment Advisors's portfolio in Q1 2026, its #129 holding.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.