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Promethium Advisors’s Caterpillar CAT Stock Holding History

Promethium 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 		$2.88M Sell
4,066
-170
-4% -$118K 1.49% 18
2025
Q4 		$2.43M Sell
4,236
-15
-0.4% -$8.34K 1.31% 20
2025
Q3 		$2.03M Buy
4,251
+690
+19% +$295K 1.16% 32
2025
Q2 		$1.38M Sell
3,561
-260
-7% -$86.7K 0.84% 39
2025
Q1 		$1.26M Buy
3,821
+215
+6% +$76.6K 0.81% 40
2024
Q4 		$1.31M Sell
3,606
-25
-0.7% -$9.7K 0.9% 37
2024
Q3 		$1.42M Buy
+3,631
New +$1.25M 1% 31

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

Promethium Advisors's CAT Position: Q1 2026 in Review

Promethium Advisors reduced its Caterpillar (CAT) stake by 4% in Q1 2026, selling an estimated $118K and leaving 4,066 shares worth $2.88M. The position accounts for 1.49% of the portfolio, ranked #18.

Promethium Advisors first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Promethium Advisors held 4,066 shares of Caterpillar worth $2.88M as of Q1 2026.
  • Promethium Advisors sold 170 Caterpillar shares in Q1 2026, an estimated $118K.
  • Caterpillar made up 1.49% of Promethium Advisors's portfolio in Q1 2026, its #18 holding.
  • Promethium Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Promethium Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.