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PSI Advisors’s Caterpillar CAT Stock Holding History

PSI 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 		$1.19M Buy
1,685
+107
+7% +$74.1K 0.29% 53
2025
Q4 		$904K Sell
1,578
-120
-7% -$66.7K 0.23% 61
2025
Q3 		$810K Buy
1,698
+45
+3% +$19.2K 0.21% 58
2025
Q2 		$642K Sell
1,653
-227
-12% -$75.7K 0.32% 44
2025
Q1 		$620K Sell
1,880
-593
-24% -$211K 0.2% 62
2024
Q4 		$897K Buy
2,473
+136
+6% +$52.7K 0.27% 50
2024
Q3 		$914K Buy
2,337
+86
+4% +$29.7K 0.27% 56
2024
Q2 		$750K Buy
2,251
+35
+2% +$12.1K 0.24% 64
2024
Q1 		$812K Sell
2,216
-448
-17% -$143K 0.29% 58
2023
Q4 		$787K Buy
2,664
+303
+13% +$78.6K 0.29% 62
2023
Q3 		$644K Sell
2,361
-2,206
-48% -$598K 0.28% 66
2023
Q2 		$1.12M Buy
4,567
+2,212
+94% +$493K 0.49% 41
2023
Q1 		$539K Sell
2,355
-1,823
-44% -$441K 0.26% 64
2022
Q4 		$1M Sell
4,178
-1,058
-20% -$230K 0.53% 40
2022
Q3 		$859K Sell
5,236
-52
-1% -$9.5K 0.45% 46
2022
Q2 		$945K Buy
5,288
+240
+5% +$50.6K 0.46% 46
2022
Q1 		$1.13M Sell
5,048
-1,585
-24% -$332K 0.46% 45
2021
Q4 		$1.37M Buy
6,633
+680
+11% +$137K 0.56% 37
2021
Q3 		$1.14M Buy
5,953
+3,002
+102% +$625K 0.52% 37
2021
Q2 		$645K Buy
2,951
+932
+46% +$215K 0.34% 61
2021
Q1 		$468K Sell
2,019
-306
-13% -$63.3K 0.28% 72
2020
Q4 		$423K Sell
2,325
-4,404
-65% -$747K 0.29% 73
2020
Q3 		$1M Sell
6,729
-790
-11% -$111K 0.77% 31
2020
Q2 		$951K Buy
7,519
+484
+7% +$57.4K 0.77% 30
2020
Q1 		$816K Buy
7,035
+180
+3% +$23K 0.75% 30
2019
Q4 		$1.01M Buy
+6,855
New +$957K 0.65% 29

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

PSI Advisors's CAT Position: Q1 2026 in Review

PSI Advisors increased its Caterpillar (CAT) stake by 6.8% in Q1 2026, buying an estimated $74.1K and bringing the position to 1,685 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #53.

PSI Advisors first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.37M in Q4 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • PSI Advisors held 1,685 shares of Caterpillar worth $1.19M as of Q1 2026.
  • PSI Advisors bought 107 Caterpillar shares in Q1 2026, an estimated $74.1K.
  • Caterpillar made up 0.29% of PSI Advisors's portfolio in Q1 2026, its #53 holding.
  • PSI Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's Caterpillar position peaked at $1.37M in Q4 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.