Mutual Advisors’s Caterpillar CAT Stock Holding History

Mutual 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	$213K	Buy	+300	New	+$208K	﹤0.01%	1248

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual Advisors's CAT Position: Q1 2026 in Review

Mutual Advisors increased its Caterpillar (CAT) stake by 7.6% in Q1 2026, buying an estimated $947K and bringing the position to 19,321 shares worth $13.7M. The position accounts for 0.29% of the portfolio, ranked #58.

Mutual Advisors first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Mutual Advisors held 19,321 shares of Caterpillar worth $13.7M as of Q1 2026.
Mutual Advisors bought 1,367 Caterpillar shares in Q1 2026, an estimated $947K.
Caterpillar made up 0.29% of Mutual Advisors's portfolio in Q1 2026, its #58 holding.
Mutual Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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