PharVision Advisers’s Caterpillar CAT Stock Holding History

PharVision Advisers’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	-572	Closed	-$328K	–	186
2025 Q4	$328K	Buy	+572	New	+$318K	0.17%	227

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

PharVision Advisers's CAT Position: Q1 2026 in Review

PharVision Advisers sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 572 shares — an estimated $328K sold.

PharVision Advisers first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

PharVision Advisers reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 572 Caterpillar shares in Q1 2026, an estimated $328K.
PharVision Advisers first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
PharVision Advisers's Caterpillar position peaked at $328K in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.