STALEY CAPITAL ADVISERS’s Caterpillar CAT Stock Holding History

STALEY CAPITAL ADVISERS’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	$4.82M	Hold	6,800	–	–	0.2%	59
2025 Q4	$3.9M	Hold	6,800	–	–	0.16%	63
2025 Q3	$3.24M	Hold	6,800	–	–	0.13%	67
2025 Q2	$2.64M	Hold	6,800	–	–	0.11%	71
2025 Q1	$2.24M	Hold	6,800	–	–	0.1%	75
2024 Q4	$2.47M	Hold	6,800	–	–	0.11%	71
2024 Q3	$2.66M	Hold	6,800	–	–	0.12%	69
2024 Q2	$2.27M	Sell	6,800 -14	-0.2%	-$4.85K	0.1%	69
2024 Q1	$2.5M	Hold	6,814	–	–	0.12%	68
2023 Q4	$2.01M	Hold	6,814	–	–	0.1%	72
2023 Q3	$1.86M	Buy	6,814 +14	+0.2%	+$3.8K	0.1%	71
2023 Q2	$1.67M	Hold	6,800	–	–	0.09%	82
2023 Q1	$1.56M	Hold	6,800	–	–	0.09%	84
2022 Q4	$1.63M	Hold	6,800	–	–	0.1%	79
2022 Q3	$1.12M	Hold	6,800	–	–	0.07%	92
2022 Q2	$1.22M	Hold	6,800	–	–	0.07%	86
2022 Q1	$1.51M	Hold	6,800	–	–	0.08%	88
2021 Q4	$1.41M	Hold	6,800	–	–	0.07%	91
2021 Q3	$1.3M	Hold	6,800	–	–	0.07%	88
2021 Q2	$1.48M	Hold	6,800	–	–	0.08%	84
2021 Q1	$1.58M	Hold	6,800	–	–	0.09%	86
2020 Q4	$1.24M	Hold	6,800	–	–	0.08%	83
2020 Q3	$1.01M	Sell	6,800 -2,000	-23%	-$281K	0.07%	87
2020 Q2	$1.11M	Sell	8,800 -2,000	-19%	-$237K	0.08%	84
2020 Q1	$1.25M	Hold	10,800	–	–	0.11%	78
2019 Q4	$1.59M	Hold	10,800	–	–	0.11%	81
2019 Q3	$1.36M	Hold	10,800	–	–	0.1%	79
2019 Q2	$1.47M	Hold	10,800	–	–	0.11%	75
2019 Q1	$1.46M	Sell	10,800 -1,000	-8%	-$133K	0.11%	72
2018 Q4	$1.5M	Hold	11,800	–	–	0.12%	70
2018 Q3	$1.8M	Hold	11,800	–	–	0.13%	64
2018 Q2	$1.6M	Hold	11,800	–	–	0.12%	62
2018 Q1	$1.74M	Hold	11,800	–	–	0.14%	60
2017 Q4	$1.86M	Hold	11,800	–	–	0.14%	62
2017 Q3	$1.47M	Hold	11,800	–	–	0.12%	64
2017 Q2	$1.27M	Hold	11,800	–	–	0.11%	70
2017 Q1	$1.09M	Hold	11,800	–	–	0.1%	65
2016 Q4	$1.09M	Sell	11,800 -1,700	-13%	-$154K	0.11%	61
2016 Q3	$1.2M	Hold	13,500	–	–	0.12%	60
2016 Q2	$1.02M	Hold	13,500	–	–	0.11%	62
2016 Q1	$1.03M	Hold	13,500	–	–	0.11%	61
2015 Q4	$917K	Buy	13,500 +800	+6%	+$55.9K	0.11%	62
2015 Q3	$830K	Buy	12,700 +9,664	+318%	+$739K	0.1%	65
2015 Q2	$258K	Sell	3,036 -150	-5%	-$12.9K	0.03%	112
2015 Q1	$255K	Hold	3,186	–	–	0.03%	111
2014 Q4	$292K	Sell	3,186 -64	-2%	-$6.23K	0.03%	98
2014 Q3	$322K	Buy	3,250 +150	+5%	+$15.9K	0.04%	96
2014 Q2	$337K	Hold	3,100	–	–	0.04%	98
2014 Q1	$308K	Hold	3,100	–	–	0.04%	102
2013 Q4	$282K	Hold	3,100	–	–	0.04%	102
2013 Q3	$259K	Buy	+3,100	New	+$262K	0.04%	98

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

STALEY CAPITAL ADVISERS's CAT Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its Caterpillar (CAT) position steady in Q1 2026 at 6,800 shares worth $4.82M. The position accounts for 0.2% of the portfolio, ranked #59.

STALEY CAPITAL ADVISERS first reported a position in CAT in Q3 2013 and has held it in 51 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

STALEY CAPITAL ADVISERS held 6,800 shares of Caterpillar worth $4.82M as of Q1 2026.
STALEY CAPITAL ADVISERS left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.2% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #59 holding.
STALEY CAPITAL ADVISERS first reported a position in Caterpillar in Q3 2013 and has held it in 51 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.