BlackDiamond Wealth Management’s Caterpillar CAT Stock Holding History

BlackDiamond 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	$507K	Buy	716 +58	+9%	+$40.2K	0.24%	93
2025 Q4	$489K	Buy	658 +4	+0.6%	+$2.22K	0.24%	92
2025 Q3	$312K	Buy	654 +28	+4%	+$12K	0.17%	117
2025 Q2	$245K	Buy	+626	New	+$209K	0.14%	141
2025 Q1	–	Sell	-553	Closed	-$200K	–	158
2024 Q4	$200K	Buy	+553	New	+$214K	0.12%	156
2023 Q1	–	Sell	-1,003	Closed	-$251K	–	115
2022 Q4	$251K	Buy	+1,003	New	+$218K	0.29%	89

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

BlackDiamond Wealth Management's CAT Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Caterpillar (CAT) stake by 8.8% in Q1 2026, buying an estimated $40.2K and bringing the position to 716 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #93.

BlackDiamond Wealth Management first reported a position in CAT in Q4 2022 and has held it in 6 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

BlackDiamond Wealth Management held 716 shares of Caterpillar worth $507K as of Q1 2026.
BlackDiamond Wealth Management bought 58 Caterpillar shares in Q1 2026, an estimated $40.2K.
Caterpillar made up 0.24% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #93 holding.
BlackDiamond Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 6 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.