Silvant Capital Management’s Caterpillar CAT Stock Holding History

Silvant Capital Management’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	$2.75M	Sell	3,881 -24	-0.6%	-$16.6K	0.1%	118
2025 Q4	$2.24M	Buy	3,905 +2,829	+263%	+$1.57M	0.08%	126
2025 Q3	$513K	Hold	1,076	–	–	0.02%	164
2025 Q2	$418K	Hold	1,076	–	–	0.02%	163
2025 Q1	$355K	Hold	1,076	–	–	0.02%	168
2024 Q4	$390K	Hold	1,076	–	–	0.02%	163
2024 Q3	$421K	Hold	1,076	–	–	0.02%	158
2024 Q2	$358K	Hold	1,076	–	–	0.02%	162
2024 Q1	$394K	Hold	1,076	–	–	0.02%	163
2023 Q4	$318K	Hold	1,076	–	–	0.02%	162
2023 Q3	$294K	Hold	1,076	–	–	0.02%	167
2023 Q2	$265K	Hold	1,076	–	–	0.01%	167
2023 Q1	$246K	Hold	1,076	–	–	0.02%	160
2022 Q4	$258K	Hold	1,076	–	–	0.02%	159
2022 Q3	$177K	Hold	1,076	–	–	0.01%	198
2022 Q2	$192K	Hold	1,076	–	–	0.05%	156
2022 Q1	$240K	Hold	1,076	–	–	0.05%	157
2021 Q4	$222K	Hold	1,076	–	–	0.04%	172
2021 Q3	$207K	Hold	1,076	–	–	0.04%	181
2021 Q2	$234K	Hold	1,076	–	–	0.04%	174
2021 Q1	$249K	Hold	1,076	–	–	0.04%	171
2020 Q4	$196K	Hold	1,076	–	–	0.03%	185
2020 Q3	$160K	Hold	1,076	–	–	0.03%	191
2020 Q2	$136K	Hold	1,076	–	–	0.02%	197
2020 Q1	$125K	Hold	1,076	–	–	0.03%	184
2019 Q4	$159K	Hold	1,076	–	–	0.03%	196
2019 Q3	$136K	Sell	1,076 -237	-18%	-$30.1K	0.03%	196
2019 Q2	$179K	Hold	1,313	–	–	0.03%	194
2019 Q1	$178K	Hold	1,313	–	–	0.03%	196
2018 Q4	$167K	Hold	1,313	–	–	0.03%	193
2018 Q3	$200K	Hold	1,313	–	–	0.02%	192
2018 Q2	$178K	Hold	1,313	–	–	0.02%	203
2018 Q1	$194K	Buy	+1,313	New	+$207K	0.02%	196

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

Silvant Capital Management's CAT Position: Q1 2026 in Review

Silvant Capital Management reduced its Caterpillar (CAT) stake by 0.61% in Q1 2026, selling an estimated $16.6K and leaving 3,881 shares worth $2.75M. The position accounts for 0.1% of the portfolio, ranked #118.

Silvant Capital Management first reported a position in CAT in Q1 2018 and has held it in 33 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Silvant Capital Management held 3,881 shares of Caterpillar worth $2.75M as of Q1 2026.
Silvant Capital Management sold 24 Caterpillar shares in Q1 2026, an estimated $16.6K.
Caterpillar made up 0.1% of Silvant Capital Management's portfolio in Q1 2026, its #118 holding.
Silvant Capital Management first reported a position in Caterpillar in Q1 2018 and has held it in 33 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.