SEC 13F Intelligence

Stillwater Capital Advisors, LLC / CAT

Stillwater Capital Advisors, LLC’s Caterpillar Inc Position

Does Stillwater Capital Advisors, LLC own Caterpillar Inc (CAT)? Yes40.9K shares worth $29M (+3.30% of its 13F portfolio) as of Q1 2026, down from 41.5K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
40.9K
% of Portfolio
+3.30%
Quarters Held
13
currently held

Position History CAT

Reported value by quarter
Q1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ3 ’23Q4 ’23: $12MQ1 ’24: $15MQ1 ’24Q2 ’24: $14MQ3 ’24: $16MQ3 ’24Q4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $16MQ3 ’25: $20MQ3 ’25Q4 ’25: $24MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.9K$29M+3.30%
Q4 202541.5K$24M+2.56%
Q3 202541.8K$20M+2.24%
Q2 202542.0K$16M+2.07%
Q1 202541.6K$14M+1.92%
Q4 202441.3K$15M+1.85%
Q3 202440.7K$16M+2.06%
Q2 202440.7K$14M+1.89%
Q1 202441.1K$15M+2.23%
Q4 202340.9K$12M+1.94%
Q3 202340.6K$11M+2.02%
Q2 202340.4K$10M+1.76%
Q1 202340.1K$9M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stillwater Capital Advisors, LLC’s full portfolio or all institutional holders of CAT.