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Sylvest Advisors’s Caterpillar CAT Stock Holding History

Sylvest 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 		$267K Buy
377
+13
+4% +$9K 0.14% 64
2025
Q4 		$208K Sell
364
-335
-48% -$186K 0.11% 69
2025
Q3 		$333K Hold
699
– – 0.18% 67
2025
Q2 		$271K Buy
699
+1
+0.1% +$333 0.16% 67
2025
Q1 		$230K Hold
698
– – 0.14% 69
2024
Q4 		$253K Buy
+698
New +$271K 0.16% 71

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

Sylvest Advisors's CAT Position: Q1 2026 in Review

Sylvest Advisors increased its Caterpillar (CAT) stake by 3.6% in Q1 2026, buying an estimated $9K and bringing the position to 377 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #64.

Sylvest Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q3 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sylvest Advisors held 377 shares of Caterpillar worth $267K as of Q1 2026.
  • Sylvest Advisors bought 13 Caterpillar shares in Q1 2026, an estimated $9K.
  • Caterpillar made up 0.14% of Sylvest Advisors's portfolio in Q1 2026, its #64 holding.
  • Sylvest Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Sylvest Advisors's Caterpillar position peaked at $333K in Q3 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.