Syverson Strege & Co’s Caterpillar CAT Stock Holding History

Syverson Strege & Co’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	$656K	Buy	925 +84	+10%	+$58.2K	0.16%	59
2025 Q4	$482K	Buy	841 +45	+6%	+$25K	0.11%	76
2025 Q3	$380K	Sell	796 -43	-5%	-$18.4K	0.09%	89
2025 Q2	$326K	Buy	+839	New	+$280K	0.08%	111
2023 Q2	–	Sell	-57	Closed	-$13K	–	157
2023 Q1	$13K	Buy	+57	New	+$13.8K	0.01%	223
2022 Q3	–	Sell	-60	Closed	-$11K	–	294
2022 Q2	$11K	Buy	+60	New	+$12.6K	﹤0.01%	217

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syverson Strege & Co's CAT Position: Q1 2026 in Review

Syverson Strege & Co increased its Caterpillar (CAT) stake by 10% in Q1 2026, buying an estimated $58.2K and bringing the position to 925 shares worth $656K. The position accounts for 0.16% of the portfolio, ranked #59.

Syverson Strege & Co first reported a position in CAT in Q2 2022 and has held it in 6 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Syverson Strege & Co held 925 shares of Caterpillar worth $656K as of Q1 2026.
Syverson Strege & Co bought 84 Caterpillar shares in Q1 2026, an estimated $58.2K.
Caterpillar made up 0.16% of Syverson Strege & Co's portfolio in Q1 2026, its #59 holding.
Syverson Strege & Co first reported a position in Caterpillar in Q2 2022 and has held it in 6 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.