Savant Capital’s Caterpillar CAT Stock Holding History

Savant Capital’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$1.2M	–	1141
2024 Q4	–	Hold	–	–	–	588
2024 Q3	–	Hold	–	–	–	560
2024 Q2	–	Hold	–	–	–	541

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital's CAT Position: Q1 2026 in Review

Savant Capital increased its Caterpillar (CAT) stake by 7.7% in Q1 2026, buying an estimated $2.42M and bringing the position to 48,964 shares worth $34.7M. The position accounts for 0.17% of the portfolio, ranked #82.

Savant Capital first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Savant Capital held 48,964 shares of Caterpillar worth $34.7M as of Q1 2026.
Savant Capital bought 3,494 Caterpillar shares in Q1 2026, an estimated $2.42M.
Caterpillar made up 0.17% of Savant Capital's portfolio in Q1 2026, its #82 holding.
Savant Capital first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.