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Stiles Financial Services’s Caterpillar CAT Stock Holding History

Stiles Financial Services’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 		$2.27M Buy
3,207
+32
+1% +$22.2K 0.69% 50
2025
Q4 		$1.82M Sell
3,175
-204
-6% -$113K 0.56% 55
2025
Q3 		$1.61M Buy
3,379
+162
+5% +$69.2K 0.51% 61
2025
Q2 		$1.25M Buy
3,217
+121
+4% +$40.3K 0.43% 71
2025
Q1 		$1.02M Buy
3,096
+216
+8% +$76.9K 0.39% 78
2024
Q4 		$1.04M Buy
2,880
+144
+5% +$55.8K 0.38% 79
2024
Q3 		$1.07M Buy
2,736
+112
+4% +$38.7K 0.38% 76
2024
Q2 		$875K Buy
2,624
+3
+0.1% +$1.04K 0.34% 78
2024
Q1 		$960K Sell
2,621
-44
-2% -$14.1K 0.38% 75
2023
Q4 		$788K Sell
2,665
-106
-4% -$27.5K 0.36% 76
2023
Q3 		$756K Sell
2,771
-157
-5% -$42.6K 0.39% 75
2023
Q2 		$720K Sell
2,928
-71
-2% -$15.8K 0.36% 81
2023
Q1 		$686K Sell
2,999
-354
-11% -$85.6K 0.37% 81
2022
Q4 		$803K Sell
3,353
-312
-9% -$67.9K 0.46% 65
2022
Q3 		$601K Sell
3,665
-54
-1% -$9.86K 0.37% 73
2022
Q2 		$665K Buy
3,719
+13
+0.4% +$2.74K 0.4% 71
2022
Q1 		$826K Buy
3,706
+102
+3% +$21.4K 0.41% 68
2021
Q4 		$745K Buy
+3,604
New +$726K 0.36% 82

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

Stiles Financial Services's CAT Position: Q1 2026 in Review

Stiles Financial Services increased its Caterpillar (CAT) stake by 1% in Q1 2026, buying an estimated $22.2K and bringing the position to 3,207 shares worth $2.27M. The position accounts for 0.69% of the portfolio, ranked #50.

Stiles Financial Services first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stiles Financial Services held 3,207 shares of Caterpillar worth $2.27M as of Q1 2026.
  • Stiles Financial Services bought 32 Caterpillar shares in Q1 2026, an estimated $22.2K.
  • Caterpillar made up 0.69% of Stiles Financial Services's portfolio in Q1 2026, its #50 holding.
  • Stiles Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.