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 		$142K Sell
200
-200
-50% -$139K ﹤0.01% 1598
2025
Q4 		$229K Hold
400
– – ﹤0.01% 1383
2025
Q3 		$191K Buy
400
+200
+100% +$85.4K ﹤0.01% 1368
2025
Q2 		$77.6K Buy
+200
New +$66.7K ﹤0.01% 1268

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.