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Simon Quick Advisors’s Caterpillar CAT Stock Holding History

Simon Quick 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 		$3.04M Sell
4,285
-1,149
-21% -$796K 0.14% 114
2025
Q4 		$3.11M Buy
5,434
+4,773
+722% +$2.65M 0.14% 105
2025
Q3 		$316K Buy
+661
New +$282K 0.01% 317
2025
Q2 		– Sell
-2,232
Closed -$736K – 400
2025
Q1 		$736K Buy
2,232
+109
+5% +$38.8K 0.04% 216
2024
Q4 		$770K Buy
2,123
+431
+25% +$167K 0.05% 184
2024
Q3 		$662K Buy
1,692
+419
+33% +$145K 0.04% 201
2024
Q2 		$424K Buy
1,273
+122
+11% +$42.3K 0.03% 237
2024
Q1 		$422K Buy
1,151
+356
+45% +$114K 0.03% 231
2023
Q4 		$235K Sell
795
-130
-14% -$33.7K 0.02% 286
2023
Q3 		$253K Buy
+925
New +$251K 0.02% 264
2022
Q2 		– Sell
-9
Closed -$2K – 210
2022
Q1 		$2K Sell
9
-696
-99% -$146K ﹤0.01% 332
2021
Q4 		$146K Buy
705
+664
+1,620% +$134K 0.04% 133
2021
Q3 		$7K Sell
41
-318
-89% -$66.2K ﹤0.01% 362
2021
Q2 		$78K Buy
359
+109
+44% +$25.2K 0.02% 176
2021
Q1 		$57K Sell
250
-50
-17% -$10.4K 0.02% 228
2020
Q4 		$55K Buy
300
+233
+348% +$39.5K 0.02% 198
2020
Q3 		$10K Buy
+67
New +$9.41K ﹤0.01% 331
2020
Q1 		– Sell
-80
Closed -$12K – 505
2019
Q4 		$12K Buy
80
+55
+220% +$7.67K ﹤0.01% 375
2019
Q3 		$3K Hold
25
– – ﹤0.01% 330
2019
Q2 		$3.41K Buy
+25
New +$3.3K ﹤0.01% 309
2018
Q2 		– Sell
-28
Closed -$4K – 347
2018
Q1 		$4K Sell
28
-645
-96% -$102K ﹤0.01% 267
2017
Q4 		$109K Sell
673
-499
-43% -$69.2K 0.05% 143
2017
Q3 		$146K Buy
1,172
+1,145
+4,241% +$132K 0.05% 156
2017
Q2 		$3K Hold
27
– – ﹤0.01% 266
2017
Q1 		$3K Sell
27
-2,173
-99% -$206K ﹤0.01% 299
2016
Q4 		$204K Buy
+2,200
New +$199K 0.15% 86

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

Simon Quick Advisors's CAT Position: Q1 2026 in Review

Simon Quick Advisors reduced its Caterpillar (CAT) stake by 21% in Q1 2026, selling an estimated $796K and leaving 4,285 shares worth $3.04M. The position accounts for 0.14% of the portfolio, ranked #114.

Simon Quick Advisors first reported a position in CAT in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.11M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Simon Quick Advisors held 4,285 shares of Caterpillar worth $3.04M as of Q1 2026.
  • Simon Quick Advisors sold 1,149 Caterpillar shares in Q1 2026, an estimated $796K.
  • Caterpillar made up 0.14% of Simon Quick Advisors's portfolio in Q1 2026, its #114 holding.
  • Simon Quick Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 26 quarters since.
  • Simon Quick Advisors's Caterpillar position peaked at $3.11M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.