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Sanctuary Advisors’s Caterpillar CAT Stock Holding History

Sanctuary 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 		$90.1M Buy
127,231
+1,064
+0.8% +$737K 0.49% 36
2025
Q4 		$72.3M Buy
126,167
+470
+0.4% +$261K 0.39% 43
2025
Q3 		$60M Sell
125,697
-3,109
-2% -$1.33M 0.34% 53
2025
Q2 		$50M Buy
128,806
+5,981
+5% +$1.99M 0.31% 59
2025
Q1 		$40.5M Sell
122,825
-2,989
-2% -$1.06M 0.28% 71
2024
Q4 		$47.2M Sell
125,814
-750
-0.6% -$291K 0.3% 63
2024
Q3 		$50.3M Buy
126,564
+11,390
+10% +$3.93M 0.32% 54
2024
Q2 		$39.5M Buy
+115,174
New +$39.9M 0.29% 62

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

Sanctuary Advisors's CAT Position: Q1 2026 in Review

Sanctuary Advisors increased its Caterpillar (CAT) stake by 0.84% in Q1 2026, buying an estimated $737K and bringing the position to 127,231 shares worth $90.1M. The position accounts for 0.49% of the portfolio, ranked #36.

Sanctuary Advisors first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sanctuary Advisors held 127,231 shares of Caterpillar worth $90.1M as of Q1 2026.
  • Sanctuary Advisors bought 1,064 Caterpillar shares in Q1 2026, an estimated $737K.
  • Caterpillar made up 0.49% of Sanctuary Advisors's portfolio in Q1 2026, its #36 holding.
  • Sanctuary Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.