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Boomfish Wealth Group’s Caterpillar CAT Stock Holding History

Boomfish Wealth Group’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 		$251K Sell
354
-8
-2% -$5.54K 0.13% 80
2025
Q4 		$207K Sell
362
-239
-40% -$133K 0.11% 84
2025
Q3 		$287K Buy
601
+63
+12% +$26.9K 0.15% 81
2025
Q2 		$209K Buy
+538
New +$179K 0.12% 85
2025
Q1 		– Sell
-663
Closed -$241K – 84
2024
Q4 		$241K Buy
663
+91
+16% +$35.3K 0.15% 85
2024
Q3 		$224K Buy
+572
New +$198K 0.14% 86
2024
Q2 		– Sell
-556
Closed -$204K – 87
2024
Q1 		$204K Sell
556
-1,184
-68% -$378K 0.14% 85
2023
Q4 		$514K Buy
+1,740
New +$451K 0.37% 76

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

Boomfish Wealth Group's CAT Position: Q1 2026 in Review

Boomfish Wealth Group reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $5.54K and leaving 354 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #80.

Boomfish Wealth Group first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $514K in Q4 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Boomfish Wealth Group held 354 shares of Caterpillar worth $251K as of Q1 2026.
  • Boomfish Wealth Group sold 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.13% of Boomfish Wealth Group's portfolio in Q1 2026, its #80 holding.
  • Boomfish Wealth Group first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • Boomfish Wealth Group's Caterpillar position peaked at $514K in Q4 2023.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.