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
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 $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

Savvy Advisors Inc's CAT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Caterpillar (CAT) stake by 33% in Q1 2026, buying an estimated $2.06M and bringing the position to 11,944 shares worth $8.46M. The position accounts for 0.23% of the portfolio, ranked #83.

Savvy Advisors Inc first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Savvy Advisors Inc held 11,944 shares of Caterpillar worth $8.46M as of Q1 2026.
  • Savvy Advisors Inc bought 2,969 Caterpillar shares in Q1 2026, an estimated $2.06M.
  • Caterpillar made up 0.23% of Savvy Advisors Inc's portfolio in Q1 2026, its #83 holding.
  • Savvy Advisors Inc first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.