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Strategic Advocates’s Caterpillar CAT Stock Holding History

Strategic Advocates’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 		$1.42K Sell
2
-609
-100% -$422K 0.01% 225
2025
Q4 		$353K Buy
611
+100
+20% +$55.6K 0.09% 90
2025
Q3 		$244K Buy
+511
New +$218K 0.06% 114
2025
Q2 		– Sell
-611
Closed -$201K – 127
2025
Q1 		$201K Hold
611
– – 0.07% 109
2024
Q4 		$222K Buy
+611
New +$237K 0.07% 97

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

Strategic Advocates's CAT Position: Q1 2026 in Review

Strategic Advocates reduced its Caterpillar (CAT) stake by 100% in Q1 2026, selling an estimated $422K and leaving 2 shares worth $1.42K. The position accounts for 0.01% of the portfolio, ranked #225.

Strategic Advocates first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $353K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strategic Advocates held 2 shares of Caterpillar worth $1.42K as of Q1 2026.
  • Strategic Advocates sold 609 Caterpillar shares in Q1 2026, an estimated $422K.
  • Caterpillar made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #225 holding.
  • Strategic Advocates first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • Strategic Advocates's Caterpillar position peaked at $353K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.