BHPW
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Beverly Hills Private Wealth’s Caterpillar CAT Stock Holding History

Beverly Hills Private Wealth’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 		$1.73M Buy
2,449
+183
+8% +$127K 0.29% 97
2025
Q4 		$1.3M Sell
2,266
-8
-0.4% -$4.45K 0.22% 113
2025
Q3 		$1.08M Sell
2,274
-250
-10% -$107K 0.19% 119
2025
Q2 		$980K Sell
2,524
-7
-0.3% -$2.33K 0.18% 129
2025
Q1 		$835K Buy
2,531
+81
+3% +$28.9K 0.17% 134
2024
Q4 		$889K Buy
2,450
+10
+0.4% +$3.88K 0.18% 129
2024
Q3 		$954K Buy
2,440
+176
+8% +$60.8K 0.19% 131
2024
Q2 		$754K Hold
2,264
– – 0.16% 137
2024
Q1 		$830K Buy
2,264
+7
+0.3% +$2.24K 0.19% 119
2023
Q4 		$667K Sell
2,257
-48
-2% -$12.5K 0.17% 129
2023
Q3 		$629K Sell
2,305
-62
-3% -$16.8K 0.19% 119
2023
Q2 		$654K Buy
2,367
+204
+9% +$45.5K 0.11% 200
2023
Q1 		$495K Buy
+2,163
New +$523K 0.15% 146

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

Beverly Hills Private Wealth's CAT Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Caterpillar (CAT) stake by 8.1% in Q1 2026, buying an estimated $127K and bringing the position to 2,449 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #97.

Beverly Hills Private Wealth first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Beverly Hills Private Wealth held 2,449 shares of Caterpillar worth $1.73M as of Q1 2026.
  • Beverly Hills Private Wealth bought 183 Caterpillar shares in Q1 2026, an estimated $127K.
  • Caterpillar made up 0.29% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #97 holding.
  • Beverly Hills Private Wealth first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.