MAS
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Meeder Advisory Services’s Caterpillar CAT Stock Holding History

Meeder 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 		$10.5M Buy
14,849
+132
+0.9% +$91.4K 0.44% 35
2025
Q4 		$8.43M Buy
14,717
+1,226
+9% +$681K 0.36% 40
2025
Q3 		$6.44M Buy
13,491
+917
+7% +$391K 0.3% 45
2025
Q2 		$4.88M Buy
12,574
+366
+3% +$122K 0.25% 57
2025
Q1 		$4.03M Sell
12,208
-137
-1% -$48.8K 0.24% 63
2024
Q4 		$4.48M Buy
12,345
+354
+3% +$137K 0.28% 53
2024
Q3 		$4.69M Buy
11,991
+1
+0% +$345 0.3% 48
2024
Q2 		$3.99M Buy
11,990
+2,889
+32% +$1M 0.28% 56
2024
Q1 		$3.33M Buy
9,101
+522
+6% +$167K 0.34% 44
2023
Q4 		$2.54M Sell
8,579
-246
-3% -$63.8K 0.29% 57
2023
Q3 		$2.41M Buy
8,825
+145
+2% +$39.3K 0.3% 52
2023
Q2 		$2.14M Sell
8,680
-341
-4% -$76K 0.23% 70
2023
Q1 		$2.06M Buy
9,021
+54
+0.6% +$13.1K 0.24% 76
2022
Q4 		$2.15M Buy
+8,967
New +$1.95M 0.27% 66

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

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

Meeder Advisory Services increased its Caterpillar (CAT) stake by 0.9% in Q1 2026, buying an estimated $91.4K and bringing the position to 14,849 shares worth $10.5M. The position accounts for 0.44% of the portfolio, ranked #35.

Meeder Advisory Services first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Meeder Advisory Services held 14,849 shares of Caterpillar worth $10.5M as of Q1 2026.
  • Meeder Advisory Services bought 132 Caterpillar shares in Q1 2026, an estimated $91.4K.
  • Caterpillar made up 0.44% of Meeder Advisory Services's portfolio in Q1 2026, its #35 holding.
  • Meeder Advisory Services first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.