AWA
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Arkadios Wealth Advisors’s Caterpillar CAT Stock Holding History

Arkadios 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 		$16.7M Buy
23,562
+43
+0.2% +$29.8K 0.27% 79
2025
Q4 		$13.5M Buy
23,519
+1,903
+9% +$1.06M 0.26% 76
2025
Q3 		$10.3M Buy
21,616
+2,122
+11% +$906K 0.25% 82
2025
Q2 		$7.57M Buy
19,494
+6,873
+54% +$2.29M 0.22% 101
2025
Q1 		$4.16M Buy
12,621
+6,187
+96% +$2.2M 0.16% 149
2024
Q4 		$2.33M Sell
6,434
-237
-4% -$91.9K 0.13% 153
2024
Q3 		$2.61M Buy
6,671
+301
+5% +$104K 0.15% 145
2024
Q2 		$2.12M Buy
6,370
+831
+15% +$288K 0.14% 155
2024
Q1 		$2.03M Sell
5,539
-346
-6% -$111K 0.16% 143
2023
Q4 		$1.74M Sell
5,885
-160
-3% -$41.5K 0.15% 144
2023
Q3 		$1.65M Buy
6,045
+774
+15% +$210K 0.16% 145
2023
Q2 		$1.3M Sell
5,271
-616
-10% -$137K 0.15% 155
2023
Q1 		$1.35M Sell
5,887
-210
-3% -$50.8K 0.16% 149
2022
Q4 		$1.46M Buy
6,097
+184
+3% +$40.1K 0.19% 129
2022
Q3 		$970K Buy
5,913
+720
+14% +$132K 0.15% 157
2022
Q2 		$928K Buy
5,193
+408
+9% +$86K 0.14% 185
2022
Q1 		$1.07M Sell
4,785
-186
-4% -$39K 0.14% 176
2021
Q4 		$1.03M Buy
4,971
+358
+8% +$72.1K 0.14% 174
2021
Q3 		$885K Sell
4,613
-249
-5% -$51.9K 0.13% 182
2021
Q2 		$1.06M Buy
4,862
+781
+19% +$180K 0.13% 184
2021
Q1 		$946K Buy
4,081
+59
+1% +$12.2K 0.16% 162
2020
Q4 		$732K Buy
4,022
+540
+16% +$91.6K 0.15% 147
2020
Q3 		$588K Buy
3,482
+121
+4% +$17K 0.29% 75
2020
Q2 		$460K Buy
3,361
+155
+5% +$18.4K 0.26% 89
2020
Q1 		$372K Buy
3,206
+24
+0.8% +$3.07K 0.24% 102
2019
Q4 		$445K Buy
+3,182
New +$444K 0.27% 90

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

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

Arkadios Wealth Advisors increased its Caterpillar (CAT) stake by 0.18% in Q1 2026, buying an estimated $29.8K and bringing the position to 23,562 shares worth $16.7M. The position accounts for 0.27% of the portfolio, ranked #79.

Arkadios Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Arkadios Wealth Advisors held 23,562 shares of Caterpillar worth $16.7M as of Q1 2026.
  • Arkadios Wealth Advisors bought 43 Caterpillar shares in Q1 2026, an estimated $29.8K.
  • Caterpillar made up 0.27% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Arkadios Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.