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Stillwater Capital Advisors’s Caterpillar CAT Stock Holding History

Stillwater 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 		$28.9M Sell
40,858
-692
-2% -$479K 3.3% 11
2025
Q4 		$23.8M Sell
41,550
-228
-0.5% -$127K 2.56% 13
2025
Q3 		$19.9M Sell
41,778
-181
-0.4% -$77.3K 2.24% 19
2025
Q2 		$16.3M Buy
41,959
+326
+0.8% +$109K 2.07% 21
2025
Q1 		$13.7M Buy
41,633
+318
+0.8% +$113K 1.92% 23
2024
Q4 		$15M Buy
41,315
+594
+1% +$230K 1.85% 23
2024
Q3 		$15.9M Sell
40,721
-6
-0% -$2.07K 2.06% 23
2024
Q2 		$13.6M Sell
40,727
-330
-0.8% -$114K 1.89% 23
2024
Q1 		$15M Buy
41,057
+177
+0.4% +$56.6K 2.23% 20
2023
Q4 		$12.1M Buy
40,880
+277
+0.7% +$71.9K 1.94% 23
2023
Q3 		$11.1M Buy
40,603
+210
+0.5% +$57K 2.02% 22
2023
Q2 		$9.94M Buy
40,393
+310
+0.8% +$69.1K 1.76% 26
2023
Q1 		$9.17M Buy
+40,083
New +$9.69M 1.78% 28
2015
Q3 		– Sell
-99,882
Closed -$8.47M – 69
2015
Q2 		$8.47M Buy
99,882
+1,005
+1% +$86.4K 2.45% 23
2015
Q1 		$7.91M Buy
98,877
+4,976
+5% +$413K 2.41% 24
2014
Q4 		$8.6M Buy
93,901
+4,053
+5% +$395K 2.58% 22
2014
Q3 		$8.9M Buy
89,848
+1,124
+1% +$119K 2.97% 21
2014
Q2 		$9.64M Buy
88,724
+1,387
+2% +$146K 3.28% 10
2014
Q1 		$8.68M Buy
87,337
+2,537
+3% +$239K 3.15% 13
2013
Q4 		$7.7M Buy
+84,800
New +$7.24M 2.98% 19

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

Stillwater Capital Advisors's CAT Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its Caterpillar (CAT) stake by 1.7% in Q1 2026, selling an estimated $479K and leaving 40,858 shares worth $28.9M. The position accounts for 3.3% of the portfolio, ranked #11.

Stillwater Capital Advisors first reported a position in CAT in Q4 2013 and has held it in 20 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stillwater Capital Advisors held 40,858 shares of Caterpillar worth $28.9M as of Q1 2026.
  • Stillwater Capital Advisors sold 692 Caterpillar shares in Q1 2026, an estimated $479K.
  • Caterpillar made up 3.3% of Stillwater Capital Advisors's portfolio in Q1 2026, its #11 holding.
  • Stillwater Capital Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 20 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.