Stewardship Advisors’s Caterpillar CAT Stock Holding History

Stewardship 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 Q3	–	Sell	-330	Closed	-$351K	–	179
2026 Q2	$351K	Sell	330 -3	-0.9%	-$2.64K	0.07%	124
2026 Q1	$236K	Buy	+333	New	+$231K	0.05%	143

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stewardship Advisors's CAT Position: Q3 2026 in Review

Stewardship Advisors sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 330 shares — an estimated $351K sold.

Stewardship Advisors first reported a position in CAT in Q1 2026 and held it in 2 quarters. The position peaked at $351K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Stewardship Advisors reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
Stewardship Advisors sold 330 Caterpillar shares in Q3 2026, an estimated $351K.
Stewardship Advisors first reported a position in Caterpillar in Q1 2026 and held it in 2 quarters.
Stewardship Advisors's Caterpillar position peaked at $351K in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.