PAG
CAT icon

Powers Advisory Group’s Caterpillar CAT Stock Holding History

Powers Advisory Group’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 		$235K Sell
332
-40
-11% -$27.7K 0.08% 119
2025
Q4 		$213K Buy
+372
New +$207K 0.08% 121

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

Powers Advisory Group's CAT Position: Q1 2026 in Review

Powers Advisory Group reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $27.7K and leaving 332 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #119.

Powers Advisory Group first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Powers Advisory Group held 332 shares of Caterpillar worth $235K as of Q1 2026.
  • Powers Advisory Group sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
  • Caterpillar made up 0.08% of Powers Advisory Group's portfolio in Q1 2026, its #119 holding.
  • Powers Advisory Group first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.