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Probity Advisors’s Caterpillar CAT Stock Holding History

Probity 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 		$2.04M Sell
2,875
-76
-3% -$52.6K 0.32% 62
2025
Q4 		$1.69M Buy
2,951
+102
+4% +$56.7K 0.27% 66
2025
Q3 		$1.36M Sell
2,849
-145
-5% -$61.9K 0.22% 77
2025
Q2 		$1.16M Sell
2,994
-521
-15% -$174K 0.2% 84
2025
Q1 		$1.16M Sell
3,515
-164
-4% -$58.4K 0.22% 77
2024
Q4 		$1.33M Sell
3,679
-491
-12% -$190K 0.26% 67
2024
Q3 		$1.63M Sell
4,170
-310
-7% -$107K 0.31% 63
2024
Q2 		$1.49M Sell
4,480
-566
-11% -$196K 0.31% 64
2024
Q1 		$1.85M Sell
5,046
-300
-6% -$95.9K 0.38% 54
2023
Q4 		$1.58M Sell
5,346
-1,029
-16% -$267K 0.34% 60
2023
Q3 		$1.74M Sell
6,375
-684
-10% -$186K 0.4% 42
2023
Q2 		$1.74M Buy
+7,059
New +$1.57M 0.38% 45
2022
Q4 		$1.7M Sell
7,093
-297
-4% -$64.7K 0.38% 46
2022
Q3 		$1.21M Sell
7,390
-491
-6% -$89.7K 0.3% 56
2022
Q2 		$1.41M Buy
7,881
+98
+1% +$20.7K 0.33% 50
2022
Q1 		$1.73M Sell
7,783
-339
-4% -$71.1K 0.36% 49
2021
Q4 		$1.68M Sell
8,122
-332
-4% -$66.9K 0.33% 54
2021
Q3 		$1.62M Buy
8,454
+589
+7% +$123K 0.34% 57
2021
Q2 		$1.71M Sell
7,865
-330
-4% -$76.2K 0.36% 52
2021
Q1 		$1.9M Buy
+8,195
New +$1.7M 0.42% 49
2020
Q3 		$1.23M Buy
8,267
+410
+5% +$57.6K 0.35% 56
2020
Q2 		$994K Buy
7,857
+1,677
+27% +$199K 0.31% 64
2020
Q1 		$717K Buy
6,180
+909
+17% +$116K 0.26% 74
2019
Q4 		$778K Buy
5,271
+228
+5% +$31.8K 0.24% 85
2019
Q3 		$637K Buy
5,043
+693
+16% +$88K 0.21% 95
2019
Q2 		$593K Buy
4,350
+557
+15% +$73.6K 0.2% 94
2019
Q1 		$514K Buy
3,793
+764
+25% +$101K 0.18% 105
2018
Q4 		$385K Buy
+3,029
New +$394K 0.14% 116

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

Probity Advisors's CAT Position: Q1 2026 in Review

Probity Advisors reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $52.6K and leaving 2,875 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #62.

Probity Advisors first reported a position in CAT in Q4 2018 and has held it in 28 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Probity Advisors held 2,875 shares of Caterpillar worth $2.04M as of Q1 2026.
  • Probity Advisors sold 76 Caterpillar shares in Q1 2026, an estimated $52.6K.
  • Caterpillar made up 0.32% of Probity Advisors's portfolio in Q1 2026, its #62 holding.
  • Probity Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 28 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.