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M3 Advisory Group’s Caterpillar CAT Stock Holding History

M3 Advisory Group’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 		$307K Buy
434
+38
+10% +$26.3K 0.19% 91
2025
Q4 		$227K Buy
+396
New +$220K 0.14% 127
2024
Q4 		– Sell
-518
Closed -$203K – 148
2024
Q3 		$203K Buy
+518
New +$179K 0.15% 147

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

M3 Advisory Group's CAT Position: Q1 2026 in Review

M3 Advisory Group increased its Caterpillar (CAT) stake by 9.6% in Q1 2026, buying an estimated $26.3K and bringing the position to 434 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #91.

M3 Advisory Group first reported a position in CAT in Q3 2024 and has held it in 3 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • M3 Advisory Group held 434 shares of Caterpillar worth $307K as of Q1 2026.
  • M3 Advisory Group bought 38 Caterpillar shares in Q1 2026, an estimated $26.3K.
  • Caterpillar made up 0.19% of M3 Advisory Group's portfolio in Q1 2026, its #91 holding.
  • M3 Advisory Group first reported a position in Caterpillar in Q3 2024 and has held it in 3 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.