SAI
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Savvy Advisors Inc’s Caterpillar CAT Stock Holding History

Savvy Advisors Inc’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
Q2 		$14.2M Buy
13,373
+1,429
+12% +$1.26M 0.3% 61
2026
Q1 		$8.46M Buy
11,944
+2,969
+33% +$2.06M 0.23% 83
2025
Q4 		$5.14M Buy
8,975
+2,961
+49% +$1.65M 0.17% 95
2025
Q3 		$2.87M Buy
6,014
+909
+18% +$388K 0.13% 114
2025
Q2 		$1.98M Buy
5,105
+838
+20% +$279K 0.13% 118
2025
Q1 		$1.41M Buy
4,267
+227
+6% +$80.9K 0.14% 122
2024
Q4 		$1.47M Sell
4,040
-64
-2% -$24.8K 0.18% 101
2024
Q3 		$1.6M Buy
4,104
+2,101
+105% +$726K 0.33% 64
2024
Q2 		$667K Buy
2,003
+228
+13% +$79.1K 0.22% 106
2024
Q1 		$650K Buy
1,775
+154
+10% +$49.2K 0.37% 71
2023
Q4 		$479K Buy
+1,621
New +$421K 0.47% 63

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Savvy Advisors Inc's CAT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $1.26M and bringing the position to 13,373 shares worth $14.2M. The position accounts for 0.3% of the portfolio, ranked #61.

Savvy Advisors Inc first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Savvy Advisors Inc held 13,373 shares of Caterpillar worth $14.2M as of Q2 2026.
  • Savvy Advisors Inc bought 1,429 Caterpillar shares in Q2 2026, an estimated $1.26M.
  • Caterpillar made up 0.3% of Savvy Advisors Inc's portfolio in Q2 2026, its #61 holding.
  • Savvy Advisors Inc first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.