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Silver Grove Financial Group’s Caterpillar CAT Stock Holding History

Silver Grove Financial Group’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 		$820K Buy
+1,157
New +$801K 0.66% 41
2025
Q4 		– Sell
-1,194
Closed -$570K – 136
2025
Q3 		$570K Buy
+1,194
New +$510K 0.54% 50

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

Silver Grove Financial Group's CAT Position: Q1 2026 in Review

Silver Grove Financial Group opened a new position in Caterpillar (CAT) in Q1 2026: 1,157 shares worth $820K. The stake represents 0.66% of the portfolio and ranks #41 among its holdings. This is a return to the name: Silver Grove Financial Group previously reported a position in CAT as recently as Q3 2025.

Silver Grove Financial Group first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Silver Grove Financial Group held 1,157 shares of Caterpillar worth $820K as of Q1 2026.
  • Caterpillar was a new Silver Grove Financial Group position in Q1 2026.
  • Caterpillar made up 0.66% of Silver Grove Financial Group's portfolio in Q1 2026, its #41 holding.
  • Silver Grove Financial Group first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Silver Grove Financial Group's 13F filing for Q1 2026, filed 15 May 2026.