AWM
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Aprio Wealth Management’s Caterpillar CAT Stock Holding History

Aprio 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 		$2.17M Buy
3,058
+303
+11% +$210K 0.12% 119
2025
Q4 		$1.7M Buy
2,755
+715
+35% +$397K 0.1% 139
2025
Q3 		$973K Buy
2,040
+240
+13% +$102K 0.1% 127
2025
Q2 		$699K Sell
1,800
-158
-8% -$52.7K 0.08% 146
2025
Q1 		$646K Buy
1,958
+65
+3% +$23.2K 0.08% 146
2024
Q4 		$687K Buy
1,893
+845
+81% +$328K 0.1% 109
2024
Q3 		$410K Buy
1,048
+170
+19% +$58.7K 0.07% 144
2024
Q2 		$292K Sell
878
-6
-0.7% -$2.08K 0.05% 172
2024
Q1 		$324K Buy
884
+73
+9% +$23.3K 0.06% 143
2023
Q4 		$240K Buy
811
+1
+0.1% +$259 0.05% 164
2023
Q3 		$221K Buy
+810
New +$220K 0.06% 151

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

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

Aprio Wealth Management increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $210K and bringing the position to 3,058 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #119.

Aprio Wealth Management first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aprio Wealth Management held 3,058 shares of Caterpillar worth $2.17M as of Q1 2026.
  • Aprio Wealth Management bought 303 Caterpillar shares in Q1 2026, an estimated $210K.
  • Caterpillar made up 0.12% of Aprio Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Aprio Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.