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BIP Wealth’s Caterpillar CAT Stock Holding History

BIP 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 		$677K Buy
956
+84
+10% +$58.2K 0.03% 247
2025
Q4 		$500K Sell
872
-3
-0.3% -$1.67K 0.02% 303
2025
Q3 		$417K Buy
875
+224
+34% +$95.6K 0.02% 192
2025
Q2 		$253K Sell
651
-37
-5% -$12.3K 0.02% 230
2025
Q1 		$227K Hold
688
– – 0.01% 243
2024
Q4 		$249K Sell
688
-44
-6% -$17.1K 0.02% 224
2024
Q3 		$287K Buy
+732
New +$253K 0.02% 187
2024
Q2 		– Sell
-641
Closed -$235K – 197
2024
Q1 		$235K Buy
+641
New +$205K 0.02% 195

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

BIP Wealth's CAT Position: Q1 2026 in Review

BIP Wealth increased its Caterpillar (CAT) stake by 9.6% in Q1 2026, buying an estimated $58.2K and bringing the position to 956 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #247.

BIP Wealth first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • BIP Wealth held 956 shares of Caterpillar worth $677K as of Q1 2026.
  • BIP Wealth bought 84 Caterpillar shares in Q1 2026, an estimated $58.2K.
  • Caterpillar made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #247 holding.
  • BIP Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.