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Millington Financial Advisors’s Caterpillar CAT Stock Holding History

Millington Financial 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 		$1.07M Buy
1,295
+2
+0.2% +$1.39K 0.45% 51
2025
Q4 		$939K Buy
1,293
+9
+0.7% +$5K 0.42% 54
2025
Q3 		$648K Buy
1,284
+10
+0.8% +$4.27K 0.31% 62
2025
Q2 		$545K Buy
1,274
+16
+1% +$5.33K 0.28% 63
2025
Q1 		$369K Buy
1,258
+5
+0.4% +$1.78K 0.23% 68
2024
Q4 		$453K Buy
1,253
+4
+0.3% +$1.55K 0.26% 59
2024
Q3 		$488K Sell
1,249
-15
-1% -$5.18K 0.3% 57
2024
Q2 		$421K Buy
1,264
+24
+2% +$8.32K 0.29% 56
2024
Q1 		$454K Buy
1,240
+5
+0.4% +$1.6K 0.32% 57
2023
Q4 		$365K Buy
1,235
+6
+0.5% +$1.56K 0.29% 61
2023
Q3 		$336K Buy
1,229
+5
+0.4% +$1.36K 0.3% 57
2023
Q2 		$301K Sell
1,224
-94
-7% -$21K 0.27% 61
2023
Q1 		$302K Buy
1,318
+6
+0.5% +$1.45K 0.28% 59
2022
Q4 		$314K Buy
+1,312
New +$286K 0.31% 57

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

Millington Financial Advisors's CAT Position: Q1 2026 in Review

Millington Financial Advisors increased its Caterpillar (CAT) stake by 0.15% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,295 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #51.

Millington Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Millington Financial Advisors held 1,295 shares of Caterpillar worth $1.07M as of Q1 2026.
  • Millington Financial Advisors bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up 0.45% of Millington Financial Advisors's portfolio in Q1 2026, its #51 holding.
  • Millington Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.