Bartlett & Co Wealth Management’s Caterpillar CAT Stock Holding History

Bartlett & Co 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	$4.73M	Sell	5,398 -171	-3%	-$118K	0.06%	147
2025 Q4	$3.19M	Buy	5,569 +2	+0%	+$1.11K	0.04%	168
2025 Q3	$2.66M	Buy	5,567 +154	+3%	+$65.7K	0.04%	179
2025 Q2	$2.1M	Sell	5,413 -512	-9%	-$171K	0.03%	192
2025 Q1	$1.95M	Sell	5,925 -167	-3%	-$59.5K	0.03%	193
2024 Q4	$2.21M	Hold	6,092	–	–	0.03%	189
2024 Q3	$2.38M	Sell	6,092 -1,314	-18%	-$454K	0.03%	185
2024 Q2	$2.47M	Buy	7,406 +2,258	+44%	+$783K	0.04%	175
2024 Q1	$1.89M	Buy	5,148 +111	+2%	+$35.5K	0.03%	206
2023 Q4	$1.5M	Sell	5,037 -466	-8%	-$121K	0.02%	232
2023 Q3	$1.5M	Buy	5,503 +803	+17%	+$218K	0.03%	220
2023 Q2	$1.16M	Buy	4,700 +2,167	+86%	+$483K	0.02%	257
2023 Q1	$580K	Sell	2,533 -200	-7%	-$48.4K	0.01%	271
2022 Q4	$655K	Sell	2,733 -13	-0.5%	-$2.83K	0.01%	258
2022 Q3	$451K	Buy	2,746 +10	+0.4%	+$1.83K	0.01%	294
2022 Q2	$489K	Buy	2,736 +13	+0.5%	+$2.74K	0.01%	283
2022 Q1	$607K	Buy	2,723 +183	+7%	+$38.4K	0.01%	278
2021 Q4	$525K	Hold	2,540	–	–	0.01%	291
2021 Q3	$488K	Sell	2,540 -17	-0.7%	-$3.54K	0.01%	261
2021 Q2	$556K	Buy	2,557 +150	+6%	+$34.6K	0.01%	251
2021 Q1	$558K	Buy	2,407 +60	+3%	+$12.4K	0.01%	251
2020 Q4	$427K	Buy	2,347 +385	+20%	+$65.3K	0.01%	269
2020 Q3	$293K	Hold	1,962	–	–	0.01%	278
2020 Q2	$248K	Buy	1,962 +50	+3%	+$5.93K	0.01%	290
2020 Q1	$222K	Sell	1,912 -630	-25%	-$80.5K	0.01%	288
2019 Q4	$375K	Sell	2,542 -35	-1%	-$4.88K	0.01%	282
2019 Q3	$326K	Buy	2,577 +2,325	+923%	+$295K	0.01%	284
2019 Q2	$34.3K	Buy	252 +2	+0.8%	+$264	﹤0.01%	482
2019 Q1	$33.9K	Hold	250	–	–	﹤0.01%	468
2018 Q4	$31.8K	Buy	250 +150	+150%	+$19.5K	﹤0.01%	470
2018 Q3	$15.2K	Hold	100	–	–	﹤0.01%	571
2018 Q2	$13.6K	Hold	100	–	–	﹤0.01%	573
2018 Q1	$14.7K	Buy	+100	New	+$15.8K	﹤0.01%	567

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co Wealth Management's CAT Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Caterpillar (CAT) stake by 3.1% in Q1 2026, selling an estimated $118K and leaving 5,398 shares worth $4.73M. The position accounts for 0.06% of the portfolio, ranked #147.

Bartlett & Co Wealth Management first reported a position in CAT in Q1 2018 and has held it in 33 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Bartlett & Co Wealth Management held 5,398 shares of Caterpillar worth $4.73M as of Q1 2026.
Bartlett & Co Wealth Management sold 171 Caterpillar shares in Q1 2026, an estimated $118K.
Caterpillar made up 0.06% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #147 holding.
Bartlett & Co Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 33 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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