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CAT
8 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
127,231
+0.8%
$90.1M0.5%$722.18
36
2025-Q4
Increased
126,167
+0.4%
$72.3M0.4%$576.04
35
2025-Q3
Decreased
125,697
-2.4%
$60M0.3%$469.16
0
2025-Q2
Increased
128,806
+4.9%
$50M0.3%$381.32
37
2025-Q1
Decreased
122,825
-2.4%
$40.5M0.3%$325.22
0
2024-Q4
Decreased
125,814
-0.6%
$47.2M0.3%$356.77
0
2024-Q3
Increased
126,564
+9.9%
$50.3M0.3%$382.99
39
2024-Q2
New
115,174
-
$39.5M0.3%$324.88
48

Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC

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