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Souders Financial Advisors’s Caterpillar CAT Stock Holding History

Souders Financial 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 		$1.73M Sell
2,439
-551
-18% -$382K 0.2% 66
2025
Q4 		$1.71M Sell
2,990
-780
-21% -$434K 0.2% 64
2025
Q3 		$1.8M Sell
3,770
-205
-5% -$87.5K 0.21% 60
2025
Q2 		$1.54M Buy
3,975
+259
+7% +$86.3K 0.2% 63
2025
Q1 		$1.23M Buy
3,716
+49
+1% +$17.5K 0.17% 84
2024
Q4 		$1.33M Sell
3,667
-238
-6% -$92.3K 0.19% 88
2024
Q3 		$1.53M Buy
3,905
+248
+7% +$85.6K 0.21% 77
2024
Q2 		$1.22M Buy
3,657
+29
+0.8% +$10.1K 0.18% 84
2024
Q1 		$1.33M Buy
3,628
+99
+3% +$31.6K 0.21% 80
2023
Q4 		$1.04M Buy
+3,529
New +$915K 0.18% 85
2022
Q1 		– Sell
-3,826
Closed -$791K – 147
2021
Q4 		$791K Buy
3,826
+451
+13% +$90.8K 0.23% 85
2021
Q3 		$648K Buy
+3,375
New +$703K 0.21% 92
2021
Q1 		– Sell
-3,460
Closed -$630K – 125
2020
Q4 		$630K Sell
3,460
-10
-0.3% -$1.7K 0.27% 70
2020
Q3 		$598K Sell
3,470
-59
-2% -$8.29K 0.28% 69
2020
Q2 		$446K Buy
+3,529
New +$418K 0.26% 74

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

Souders Financial Advisors's CAT Position: Q1 2026 in Review

Souders Financial Advisors reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $382K and leaving 2,439 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #66.

Souders Financial Advisors first reported a position in CAT in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Souders Financial Advisors held 2,439 shares of Caterpillar worth $1.73M as of Q1 2026.
  • Souders Financial Advisors sold 551 Caterpillar shares in Q1 2026, an estimated $382K.
  • Caterpillar made up 0.2% of Souders Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Souders Financial Advisors first reported a position in Caterpillar in Q2 2020 and has held it in 15 quarters since.
  • Souders Financial Advisors's Caterpillar position peaked at $1.8M in Q3 2025.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.