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MainStreet Investment Advisors’s Caterpillar CAT Stock Holding History

MainStreet 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 		$13.2M Sell
18,570
-3,417
-16% -$2.37M 1.98% 12
2025
Q4 		$12.6M Sell
21,987
-2,706
-11% -$1.5M 1.81% 15
2025
Q3 		$11.8M Sell
24,693
-1,928
-7% -$823K 1.58% 19
2025
Q2 		$10.3M Sell
26,621
-589
-2% -$196K 1.43% 22
2025
Q1 		$8.97M Sell
27,210
-1,318
-5% -$469K 1.31% 24
2024
Q4 		$10.3M Sell
28,528
-854
-3% -$331K 1.45% 21
2024
Q3 		$11.5M Sell
29,382
-1,896
-6% -$655K 1.53% 19
2024
Q2 		$10.4M Sell
31,278
-4,364
-12% -$1.51M 1.27% 24
2024
Q1 		$13.1M Sell
35,642
-458
-1% -$146K 1.57% 22
2023
Q4 		$10.7M Sell
36,100
-1,333
-4% -$346K 1.21% 25
2023
Q3 		$10.2M Sell
37,433
-2,510
-6% -$681K 1.19% 23
2023
Q2 		$9.83M Buy
39,943
+1,110
+3% +$247K 1.07% 24
2023
Q1 		$8.89M Buy
+38,833
New +$9.39M 0.96% 26
2021
Q2 		– Sell
-1,734
Closed -$402K – 185
2021
Q1 		$402K Sell
1,734
-256
-13% -$53K 0.03% 148
2020
Q4 		$362K Buy
1,990
+32
+2% +$5.43K 0.03% 154
2020
Q3 		$292K Sell
1,958
-59
-3% -$8.29K 0.02% 164
2020
Q2 		$255K Sell
2,017
-2,010
-50% -$238K 0.02% 217
2020
Q1 		$467K Buy
+4,027
New +$514K 0.06% 160
2018
Q1 		– Sell
-1,344
Closed -$212K – 161
2017
Q4 		$212K Buy
+1,344
New +$186K 0.03% 158

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

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

MainStreet Investment Advisors reduced its Caterpillar (CAT) stake by 16% in Q1 2026, selling an estimated $2.37M and leaving 18,570 shares worth $13.2M. The position accounts for 1.98% of the portfolio, ranked #12.

MainStreet Investment Advisors first reported a position in CAT in Q4 2017 and has held it in 19 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MainStreet Investment Advisors held 18,570 shares of Caterpillar worth $13.2M as of Q1 2026.
  • MainStreet Investment Advisors sold 3,417 Caterpillar shares in Q1 2026, an estimated $2.37M.
  • Caterpillar made up 1.98% of MainStreet Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • MainStreet Investment Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 19 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.