AWM
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Angeles Wealth Management’s Caterpillar CAT Stock Holding History

Angeles 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 		$1.26M Buy
1,777
+334
+23% +$231K 0.07% 113
2025
Q4 		$827K Buy
1,443
+409
+40% +$227K 0.05% 150
2025
Q3 		$493K Buy
1,034
+25
+2% +$10.7K 0.03% 187
2025
Q2 		$392K Buy
1,009
+13
+1% +$4.33K 0.03% 213
2025
Q1 		$328K Buy
996
+69
+7% +$24.6K 0.03% 189
2024
Q4 		$336K Buy
927
+78
+9% +$30.3K 0.03% 187
2024
Q3 		$332K Sell
849
-67
-7% -$23.1K 0.03% 183
2024
Q2 		$305K Buy
916
+79
+9% +$27.4K 0.03% 178
2024
Q1 		$307K Buy
+837
New +$268K 0.03% 169

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

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

Angeles Wealth Management increased its Caterpillar (CAT) stake by 23% in Q1 2026, buying an estimated $231K and bringing the position to 1,777 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #113.

Angeles Wealth Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Angeles Wealth Management held 1,777 shares of Caterpillar worth $1.26M as of Q1 2026.
  • Angeles Wealth Management bought 334 Caterpillar shares in Q1 2026, an estimated $231K.
  • Caterpillar made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Angeles Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.