BAWM
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Bennett Associates Wealth Management’s Caterpillar CAT Stock Holding History

Bennett Associates 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 		$533K Buy
753
+101
+15% +$70K 0.36% 30
2025
Q4 		$374K Buy
+652
New +$362K 0.26% 37

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

Bennett Associates Wealth Management's CAT Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $70K and bringing the position to 753 shares worth $533K. The position accounts for 0.36% of the portfolio, ranked #30.

Bennett Associates Wealth Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bennett Associates Wealth Management held 753 shares of Caterpillar worth $533K as of Q1 2026.
  • Bennett Associates Wealth Management bought 101 Caterpillar shares in Q1 2026, an estimated $70K.
  • Caterpillar made up 0.36% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Bennett Associates Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.