Position history for Sanctuary Advisors, LLC's holdings in CATERPILLAR INC
Sanctuary Advisors, LLC holds 127,231 shares of CAT (CATERPILLAR INC), worth $90.1M as of 2026-Q1. The position was increased (+0.8% shares). CAT represents 0.5% of Sanctuary Advisors, LLC's portfolio.
Current Value
$90.1M
Current Shares
127,231
Total Value Change
+$50.6M
Total Shares Change
+12,057
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 127,231 |
+0.8% |
| $90.1M |
| 0.5% |
| $722.18 |
36 |
| 2025-Q4 | Increased | 126,167 | +0.4% | $72.3M | 0.4% | $576.04 | 35 |
| 2025-Q3 | Decreased | 125,697 | -2.4% | $60M | 0.3% | $469.16 | 0 |
| 2025-Q2 | Increased | 128,806 | +4.9% | $50M | 0.3% | $381.32 | 37 |
| 2025-Q1 | Decreased | 122,825 | -2.4% | $40.5M | 0.3% | $325.22 | 0 |
| 2024-Q4 | Decreased | 125,814 | -0.6% | $47.2M | 0.3% | $356.77 | 0 |
| 2024-Q3 | Increased | 126,564 | +9.9% | $50.3M | 0.3% | $382.99 | 39 |
| 2024-Q2 | New | 115,174 | - | $39.5M | 0.3% | $324.88 | 48 |