4WM
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49 Wealth Management’s Caterpillar CAT Stock Holding History

49 Wealth Management’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 		$985K Sell
1,390
-93
-6% -$64.4K 0.07% 76
2025
Q4 		$850K Buy
1,483
+388
+35% +$216K 0.07% 82
2025
Q3 		$523K Buy
1,095
+29
+3% +$12.4K 0.05% 91
2025
Q2 		$414K Buy
1,066
+53
+5% +$17.7K 0.04% 101
2025
Q1 		$334K Buy
1,013
+19
+2% +$6.77K 0.04% 129
2024
Q4 		$360K Buy
994
+6
+0.6% +$2.33K 0.05% 104
2024
Q3 		$387K Buy
988
+250
+34% +$86.3K 0.06% 100
2024
Q2 		$243K Buy
+738
New +$256K 0.05% 126

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

49 Wealth Management's CAT Position: Q1 2026 in Review

49 Wealth Management reduced its Caterpillar (CAT) stake by 6.3% in Q1 2026, selling an estimated $64.4K and leaving 1,390 shares worth $985K. The position accounts for 0.07% of the portfolio, ranked #76.

49 Wealth Management first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • 49 Wealth Management held 1,390 shares of Caterpillar worth $985K as of Q1 2026.
  • 49 Wealth Management sold 93 Caterpillar shares in Q1 2026, an estimated $64.4K.
  • Caterpillar made up 0.07% of 49 Wealth Management's portfolio in Q1 2026, its #76 holding.
  • 49 Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.