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SFMG Wealth Advisors’s Caterpillar CAT Stock Holding History

SFMG Wealth 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 		$1.3M Buy
1,829
+249
+16% +$172K 0.09% 97
2025
Q4 		$905K Buy
1,580
+52
+3% +$28.9K 0.06% 115
2025
Q3 		$729K Buy
1,528
+27
+2% +$11.5K 0.05% 131
2025
Q2 		$583K Sell
1,501
-235
-14% -$78.3K 0.04% 135
2025
Q1 		$572K Buy
1,736
+275
+19% +$98K 0.05% 137
2024
Q4 		$530K Buy
1,461
+3
+0.2% +$1.16K 0.04% 141
2024
Q3 		$570K Buy
1,458
+51
+4% +$17.6K 0.05% 129
2024
Q2 		$469K Buy
1,407
+15
+1% +$5.2K 0.04% 148
2024
Q1 		$510K Buy
1,392
+16
+1% +$5.11K 0.04% 141
2023
Q4 		$407K Buy
1,376
+5
+0.4% +$1.3K 0.04% 159
2023
Q3 		$374K Buy
1,371
+5
+0.4% +$1.36K 0.04% 160
2023
Q2 		$336K Sell
1,366
-15
-1% -$3.34K 0.03% 165
2023
Q1 		$316K Buy
1,381
+13
+1% +$3.14K 0.03% 172
2022
Q4 		$328K Buy
1,368
+6
+0.4% +$1.31K 0.04% 171
2022
Q3 		$244K Buy
1,362
+6
+0.4% +$1.1K 0.03% 194
2022
Q2 		$242K Buy
1,356
+6
+0.4% +$1.26K 0.03% 204
2022
Q1 		$301K Sell
1,350
-62
-4% -$13K 0.03% 198
2021
Q4 		$292K Sell
1,412
-117
-8% -$23.6K 0.03% 204
2021
Q3 		$294K Sell
1,529
-32
-2% -$6.66K 0.03% 196
2021
Q2 		$340K Buy
1,561
+55
+4% +$12.7K 0.04% 183
2021
Q1 		$349K Buy
1,506
+71
+5% +$14.7K 0.04% 172
2020
Q4 		$261K Buy
+1,435
New +$243K 0.03% 182

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

SFMG Wealth Advisors's CAT Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Caterpillar (CAT) stake by 16% in Q1 2026, buying an estimated $172K and bringing the position to 1,829 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #97.

SFMG Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SFMG Wealth Advisors held 1,829 shares of Caterpillar worth $1.3M as of Q1 2026.
  • SFMG Wealth Advisors bought 249 Caterpillar shares in Q1 2026, an estimated $172K.
  • Caterpillar made up 0.09% of SFMG Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • SFMG Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.