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Milestones Private Investment Advisors’s Caterpillar CAT Stock Holding History

Milestones Private 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 		– Sell
-850
Closed -$487K – 84
2025
Q4 		$487K Hold
850
– – 0.33% 74
2025
Q3 		$406K Hold
850
– – 0.28% 81
2025
Q2 		$330K Buy
+850
New +$283K 0.24% 87

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestones Private Investment Advisors's CAT Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 850 shares — an estimated $487K sold.

Milestones Private Investment Advisors first reported a position in CAT in Q2 2025 and held it in 3 quarters. The position peaked at $487K in Q4 2025. 3,772 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 850 Caterpillar shares in Q1 2026, an estimated $487K.
  • Milestones Private Investment Advisors first reported a position in Caterpillar in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Caterpillar position peaked at $487K in Q4 2025.
  • 3,772 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.