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Strategic Investment Advisors’s Caterpillar CAT Stock Holding History

Strategic Investment 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 		$1.55M Sell
2,185
-240
-10% -$166K 0.11% 96
2025
Q4 		$1.39M Buy
2,425
+630
+35% +$350K 0.12% 80
2025
Q3 		$857K Sell
1,795
-21
-1% -$8.96K 0.08% 111
2025
Q2 		$705K Buy
1,816
+120
+7% +$40K 0.07% 124
2025
Q1 		$559K Sell
1,696
-2,568
-60% -$915K 0.06% 152
2024
Q4 		$1.55M Sell
4,264
-157
-4% -$60.9K 0.16% 77
2024
Q3 		$1.73M Sell
4,421
-64
-1% -$22.1K 0.19% 73
2024
Q2 		$1.49M Sell
4,485
-40
-0.9% -$13.9K 0.18% 74
2024
Q1 		$1.66M Sell
4,525
-1,728
-28% -$552K 0.21% 68
2023
Q4 		$1.85M Sell
6,253
-2,134
-25% -$554K 0.27% 61
2023
Q3 		$2.29M Buy
+8,387
New +$2.28M 0.38% 46

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 Investment Advisors's CAT Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Caterpillar (CAT) stake by 9.9% in Q1 2026, selling an estimated $166K and leaving 2,185 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #96.

Strategic Investment Advisors first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strategic Investment Advisors held 2,185 shares of Caterpillar worth $1.55M as of Q1 2026.
  • Strategic Investment Advisors sold 240 Caterpillar shares in Q1 2026, an estimated $166K.
  • Caterpillar made up 0.11% of Strategic Investment Advisors's portfolio in Q1 2026, its #96 holding.
  • Strategic Investment Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • Strategic Investment Advisors's Caterpillar position peaked at $2.29M in Q3 2023.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.