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Snowden Capital Advisors’s Caterpillar CAT Stock Holding History

Snowden Capital 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 		$6.78M Buy
9,563
+257
+3% +$178K 0.18% 115
2025
Q4 		$5.33M Sell
9,306
-896
-9% -$498K 0.14% 152
2025
Q3 		$4.87M Sell
10,202
-1,616
-14% -$690K 0.13% 162
2025
Q2 		$4.59M Sell
11,818
-1,900
-14% -$633K 0.14% 171
2025
Q1 		$4.52M Sell
13,718
-2,807
-17% -$1,000K 0.14% 158
2024
Q4 		$5.99M Sell
16,525
-8,278
-33% -$3.21M 0.19% 115
2024
Q3 		$9.7M Sell
24,803
-9,881
-28% -$3.41M 0.29% 70
2024
Q2 		$11.6M Sell
34,684
-726
-2% -$252K 0.34% 57
2024
Q1 		$13M Buy
35,410
+5,270
+17% +$1.68M 0.41% 39
2023
Q4 		$8.91M Buy
30,140
+403
+1% +$105K 0.34% 62
2023
Q3 		$8.12M Sell
29,737
-6,660
-18% -$1.81M 0.35% 60
2023
Q2 		$8.96M Buy
36,397
+1,550
+4% +$346K 0.32% 60
2023
Q1 		$7.97M Sell
34,847
-9,819
-22% -$2.37M 0.31% 66
2022
Q4 		$10.7M Sell
44,666
-91
-0.2% -$19.8K 0.45% 34
2022
Q3 		$7.34M Buy
44,757
+602
+1% +$110K 0.33% 59
2022
Q2 		$7.89M Sell
44,155
-50
-0.1% -$10.5K 0.35% 54
2022
Q1 		$9.85M Buy
44,205
+8,426
+24% +$1.77M 0.39% 51
2021
Q4 		$7.4M Buy
35,779
+163
+0.5% +$32.8K 0.38% 62
2021
Q3 		$6.84M Buy
35,616
+2,145
+6% +$447K 0.34% 67
2021
Q2 		$7.28M Sell
33,471
-2,813
-8% -$650K 0.37% 59
2021
Q1 		$8.41M Buy
36,284
+1,961
+6% +$406K 0.48% 39
2020
Q4 		$6.25M Sell
34,323
-11,669
-25% -$1.98M 0.41% 57
2020
Q3 		$6.86M Buy
45,992
+517
+1% +$72.6K 0.55% 33
2020
Q2 		$5.75M Buy
45,475
+1,136
+3% +$135K 0.49% 42
2020
Q1 		$5.15M Buy
44,339
+2,333
+6% +$298K 0.56% 34
2019
Q4 		$6.2M Buy
42,006
+9,300
+28% +$1.3M 0.55% 34
2019
Q3 		$4.13M Buy
32,706
+1,476
+5% +$188K 0.42% 64
2019
Q2 		$4.26M Buy
31,230
+959
+3% +$127K 0.44% 57
2019
Q1 		$4.1M Buy
30,271
+522
+2% +$69.3K 0.45% 51
2018
Q4 		$3.78M Buy
29,749
+526
+2% +$68.4K 0.49% 42
2018
Q3 		$4.46M Buy
29,223
+563
+2% +$79.6K 0.51% 44
2018
Q2 		$3.89M Sell
28,660
-6,772
-19% -$1.01M 0.5% 45
2018
Q1 		$5.22M Buy
35,432
+1,166
+3% +$184K 0.76% 25
2017
Q4 		$5.4M Buy
34,266
+2,141
+7% +$297K 0.77% 21
2017
Q3 		$4.01M Buy
32,125
+573
+2% +$66K 0.65% 36
2017
Q2 		$3.39M Buy
31,552
+1,666
+6% +$169K 0.64% 39
2017
Q1 		$2.77M Buy
29,886
+7,504
+34% +$710K 0.61% 39
2016
Q4 		$2.08M Sell
22,382
-2,137
-9% -$194K 0.52% 55
2016
Q3 		$2.18M Sell
24,519
-868
-3% -$71K 0.59% 48
2016
Q2 		$1.92M Buy
25,387
+19,006
+298% +$1.42M 0.58% 51
2016
Q1 		$488K Buy
+6,381
New +$428K 0.17% 175

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

Snowden Capital Advisors's CAT Position: Q1 2026 in Review

Snowden Capital Advisors increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $178K and bringing the position to 9,563 shares worth $6.78M. The position accounts for 0.18% of the portfolio, ranked #115.

Snowden Capital Advisors first reported a position in CAT in Q1 2016 and has held it in 41 quarters since. The position peaked at $13M in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Snowden Capital Advisors held 9,563 shares of Caterpillar worth $6.78M as of Q1 2026.
  • Snowden Capital Advisors bought 257 Caterpillar shares in Q1 2026, an estimated $178K.
  • Caterpillar made up 0.18% of Snowden Capital Advisors's portfolio in Q1 2026, its #115 holding.
  • Snowden Capital Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's Caterpillar position peaked at $13M in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.