AWP
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Accretive Wealth Partners’s Caterpillar CAT Stock Holding History

Accretive Wealth Partners’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 		$590K Buy
+833
New +$577K 0.17% 113

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

Accretive Wealth Partners's CAT Position: Q1 2026 in Review

Accretive Wealth Partners opened a new position in Caterpillar (CAT) in Q1 2026: 833 shares worth $590K. The stake represents 0.17% of the portfolio and ranks #113 among its holdings.

3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Accretive Wealth Partners held 833 shares of Caterpillar worth $590K as of Q1 2026.
  • Caterpillar was a new Accretive Wealth Partners position in Q1 2026.
  • Caterpillar made up 0.17% of Accretive Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.