BPW
CAT icon

Bingham Private Wealth’s Caterpillar CAT Stock Holding History

Bingham 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 		$699K Buy
986
+22
+2% +$15.2K 0.55% 52
2025
Q4 		$552K Buy
+964
New +$536K 0.48% 64
2025
Q2 		$352K Sell
907
-23
-2% -$7.67K 0.34% 93
2025
Q1 		$307K Sell
930
-8
-0.9% -$2.85K 0.32% 101
2024
Q4 		$340K Buy
+938
New +$364K 0.36% 85

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

Bingham Private Wealth's CAT Position: Q1 2026 in Review

Bingham Private Wealth increased its Caterpillar (CAT) stake by 2.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 986 shares worth $699K. The position accounts for 0.55% of the portfolio, ranked #52.

Bingham Private Wealth first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bingham Private Wealth held 986 shares of Caterpillar worth $699K as of Q1 2026.
  • Bingham Private Wealth bought 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.55% of Bingham Private Wealth's portfolio in Q1 2026, its #52 holding.
  • Bingham Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.