AWM
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Aberdeen Wealth Management’s Caterpillar CAT Stock Holding History

Aberdeen 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 		$1.53M Hold
2,153
– – 0.7% 27
2025
Q4 		$1.23M Sell
2,153
-30
-1% -$16.7K 0.57% 31
2025
Q3 		$1.04M Hold
2,183
– – 0.65% 39
2025
Q2 		$847K Hold
2,183
– – 0.56% 51
2025
Q1 		$720K Buy
2,183
+1
+0% +$356 0.5% 60
2024
Q4 		$792K Sell
2,182
-50
-2% -$19.4K 0.54% 50
2024
Q3 		$873K Sell
2,232
-30
-1% -$10.4K 0.57% 46
2024
Q2 		$754K Hold
2,262
– – 0.51% 52
2024
Q1 		$829K Hold
2,262
– – 0.48% 53
2023
Q4 		$669K Hold
2,262
– – 0.49% 61
2023
Q3 		$617K Sell
2,262
-70
-3% -$19K 0.47% 61
2023
Q2 		$574K Buy
2,332
+66
+3% +$14.7K 0.41% 70
2023
Q1 		$519K Hold
2,266
– – 0.39% 75
2022
Q4 		$543K Hold
2,266
– – 0.41% 66
2022
Q3 		$372K Hold
2,266
– – 0.33% 86
2022
Q2 		$405K Hold
2,266
– – 0.32% 84
2022
Q1 		$505K Hold
2,266
– – 0.34% 79
2021
Q4 		$468K Buy
2,266
+66
+3% +$13.3K 0.31% 88
2021
Q3 		$422K Hold
2,200
– – 0.41% 79
2021
Q2 		$479K Buy
2,200
+30
+1% +$6.93K 0.44% 77
2021
Q1 		$503K Hold
2,170
– – 0.4% 72
2020
Q4 		$395K Hold
2,170
– – 0.3% 92
2020
Q3 		$324K Sell
2,170
-228
-10% -$32K 0.31% 95
2020
Q2 		$303K Buy
2,398
+229
+11% +$27.1K 0.32% 94
2020
Q1 		$252K Sell
2,169
-39
-2% -$4.98K 0.31% 97
2019
Q4 		$326K Buy
+2,208
New +$308K 0.24% 103

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

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

Aberdeen Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 2,153 shares worth $1.53M. The position accounts for 0.7% of the portfolio, ranked #27.

Aberdeen Wealth Management first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aberdeen Wealth Management held 2,153 shares of Caterpillar worth $1.53M as of Q1 2026.
  • Aberdeen Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.7% of Aberdeen Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Aberdeen Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.