South Shore Capital Advisors’s Caterpillar CAT Stock Holding History

South Shore 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	$552K	Sell	779 -15	-2%	-$10.4K	0.4%	51
2025 Q4	$455K	Buy	+794	New	+$441K	0.33%	67
2022 Q2	–	Sell	-980	Closed	-$218K	–	88
2022 Q1	$218K	Buy	+980	New	+$206K	0.36%	98
2021 Q2	–	Sell	-1,221	Closed	-$283K	–	101
2021 Q1	$283K	Buy	1,221 +696	+133%	+$144K	0.28%	94
2020 Q4	$222K	Buy	+525	New	+$89K	0.22%	110

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

South Shore Capital Advisors's CAT Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Caterpillar (CAT) stake by 1.9% in Q1 2026, selling an estimated $10.4K and leaving 779 shares worth $552K. The position accounts for 0.4% of the portfolio, ranked #51.

South Shore Capital Advisors first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

South Shore Capital Advisors held 779 shares of Caterpillar worth $552K as of Q1 2026.
South Shore Capital Advisors sold 15 Caterpillar shares in Q1 2026, an estimated $10.4K.
Caterpillar made up 0.4% of South Shore Capital Advisors's portfolio in Q1 2026, its #51 holding.
South Shore Capital Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.