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Sand Hill Global Advisors’s Caterpillar CAT Stock Holding History

Sand Hill Global 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 		$633K Buy
893
+93
+12% +$64.4K 0.02% 132
2025
Q4 		$458K Buy
800
+56
+8% +$31.1K 0.02% 148
2025
Q3 		$355K Sell
744
-35
-4% -$14.9K 0.01% 159
2025
Q2 		$302K Buy
779
+7
+0.9% +$2.33K 0.01% 172
2025
Q1 		$255K Hold
772
– – 0.01% 174
2024
Q4 		$280K Hold
772
– – 0.01% 171
2024
Q3 		$302K Sell
772
-44
-5% -$15.2K 0.01% 164
2024
Q2 		$272K Buy
816
+165
+25% +$57.2K 0.01% 166
2024
Q1 		$239K Buy
+651
New +$208K 0.01% 153
2022
Q2 		– Sell
-927
Closed -$207K – 155
2022
Q1 		$207K Buy
+927
New +$194K 0.01% 148
2021
Q3 		– Sell
-939
Closed -$204K – 159
2021
Q2 		$204K Buy
939
+54
+6% +$12.5K 0.01% 157
2021
Q1 		$205K Buy
+885
New +$183K 0.01% 137
2018
Q4 		– Sell
-1,331
Closed -$203K – 104
2018
Q3 		$203K Sell
1,331
-314
-19% -$44.4K 0.02% 100
2018
Q2 		$223K Buy
+1,645
New +$246K 0.02% 100
2018
Q1 		– Sell
-1,983
Closed -$312K – 82
2017
Q4 		$312K Sell
1,983
-557
-22% -$77.3K 0.03% 91
2017
Q3 		$317K Hold
2,540
– – 0.03% 90
2017
Q2 		$273K Buy
+2,540
New +$258K 0.03% 96
2015
Q1 		– Sell
-36,069
Closed -$3.3M – 81
2014
Q4 		$3.3M Sell
36,069
-713
-2% -$69.4K 0.57% 44
2014
Q3 		$3.64M Buy
36,782
+1,508
+4% +$160K 0.61% 42
2014
Q2 		$3.83M Buy
35,274
+404
+1% +$42.4K 0.72% 26
2014
Q1 		$3.46M Buy
34,870
+1,090
+3% +$103K 0.7% 34
2013
Q4 		$3.07M Sell
33,780
-11,404
-25% -$974K 0.65% 40
2013
Q3 		$3.77M Buy
45,184
+13,031
+41% +$1.1M 0.65% 42
2013
Q2 		$2.65M Buy
+32,153
New +$2.73M 0.73% 40

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

Sand Hill Global Advisors's CAT Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Caterpillar (CAT) stake by 12% in Q1 2026, buying an estimated $64.4K and bringing the position to 893 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #132.

Sand Hill Global Advisors first reported a position in CAT in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.83M in Q2 2014. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sand Hill Global Advisors held 893 shares of Caterpillar worth $633K as of Q1 2026.
  • Sand Hill Global Advisors bought 93 Caterpillar shares in Q1 2026, an estimated $64.4K.
  • Caterpillar made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #132 holding.
  • Sand Hill Global Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 24 quarters since.
  • Sand Hill Global Advisors's Caterpillar position peaked at $3.83M in Q2 2014.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.