AWA
CAT icon

Archvest Wealth Advisors’s Caterpillar CAT Stock Holding History

Archvest Wealth Advisors’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 		$276K Sell
390
-110
-22% -$76.2K 0.18% 53
2025
Q4 		$286K Buy
500
+25
+5% +$13.9K 0.18% 49
2025
Q3 		$227K Buy
+475
New +$203K 0.2% 58

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

Archvest Wealth Advisors's CAT Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Caterpillar (CAT) stake by 22% in Q1 2026, selling an estimated $76.2K and leaving 390 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #53.

Archvest Wealth Advisors first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Archvest Wealth Advisors held 390 shares of Caterpillar worth $276K as of Q1 2026.
  • Archvest Wealth Advisors sold 110 Caterpillar shares in Q1 2026, an estimated $76.2K.
  • Caterpillar made up 0.18% of Archvest Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Archvest Wealth Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • Archvest Wealth Advisors's Caterpillar position peaked at $286K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.