1 North Wealth Services’s Caterpillar CAT Stock Holding History

1 North Wealth Services’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	$2.16M	Sell	3,050 -1,323	-30%	-$916K	0.78%	32
2025 Q4	$2.51M	Sell	4,373 -129	-3%	-$71.7K	0.88%	33
2025 Q3	$2.15M	Buy	4,502 +59	+1%	+$25.2K	0.88%	32
2025 Q2	$1.72M	Sell	4,443 -10	-0.2%	-$3.33K	0.68%	36
2025 Q1	$1.47M	Sell	4,453 -657	-13%	-$234K	0.68%	33
2024 Q4	$1.85M	Buy	+5,110	New	+$1.98M	0.79%	34

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

1 North Wealth Services's CAT Position: Q1 2026 in Review

1 North Wealth Services reduced its Caterpillar (CAT) stake by 30% in Q1 2026, selling an estimated $916K and leaving 3,050 shares worth $2.16M. The position accounts for 0.78% of the portfolio, ranked #32.

1 North Wealth Services first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

1 North Wealth Services held 3,050 shares of Caterpillar worth $2.16M as of Q1 2026.
1 North Wealth Services sold 1,323 Caterpillar shares in Q1 2026, an estimated $916K.
Caterpillar made up 0.78% of 1 North Wealth Services's portfolio in Q1 2026, its #32 holding.
1 North Wealth Services first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
1 North Wealth Services's Caterpillar position peaked at $2.51M in Q4 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.