OA
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Operose Advisors’s Caterpillar CAT Stock Holding History

Operose 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 		$1.33M Buy
1,876
+52
+3% +$36K 0.31% 43
2025
Q4 		$1.05M Buy
1,824
+31
+2% +$17.2K 0.24% 50
2025
Q3 		$856K Buy
1,793
+4
+0.2% +$1.71K 0.21% 57
2025
Q2 		$695K Buy
1,789
+4
+0.2% +$1.33K 0.2% 61
2025
Q1 		$589K Buy
1,785
+5
+0.3% +$1.78K 0.2% 70
2024
Q4 		$646K Sell
1,780
-127
-7% -$49.3K 0.22% 63
2024
Q3 		$746K Buy
1,907
+5
+0.3% +$1.73K 0.24% 57
2024
Q2 		$633K Buy
1,902
+272
+17% +$94.3K 0.22% 66
2024
Q1 		$597K Buy
1,630
+5
+0.3% +$1.6K 0.2% 73
2023
Q4 		$481K Sell
1,625
-441
-21% -$114K 0.19% 59
2023
Q3 		$564K Buy
2,066
+473
+30% +$128K 0.22% 47
2023
Q2 		$392K Buy
1,593
+17
+1% +$3.79K 0.18% 52
2023
Q1 		$361K Buy
1,576
+6
+0.4% +$1.45K 0.18% 40
2022
Q4 		$376K Buy
1,570
+6
+0.4% +$1.31K 0.2% 37
2022
Q3 		$257K Buy
1,564
+7
+0.4% +$1.28K 0.17% 47
2022
Q2 		$278K Buy
1,557
+6
+0.4% +$1.26K 0.2% 42
2022
Q1 		$346K Buy
1,551
+7
+0.5% +$1.47K 0.24% 38
2021
Q4 		$319K Buy
+1,544
New +$311K 0.26% 44

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

Operose Advisors's CAT Position: Q1 2026 in Review

Operose Advisors increased its Caterpillar (CAT) stake by 2.9% in Q1 2026, buying an estimated $36K and bringing the position to 1,876 shares worth $1.33M. The position accounts for 0.31% of the portfolio, ranked #43.

Operose Advisors first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Operose Advisors held 1,876 shares of Caterpillar worth $1.33M as of Q1 2026.
  • Operose Advisors bought 52 Caterpillar shares in Q1 2026, an estimated $36K.
  • Caterpillar made up 0.31% of Operose Advisors's portfolio in Q1 2026, its #43 holding.
  • Operose Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.