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Buck Wealth Strategies’s Caterpillar CAT Stock Holding History

Buck Wealth Strategies’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 		$1.59M Sell
2,238
-813
-27% -$563K 0.2% 57
2025
Q4 		$1.75M Buy
3,051
+697
+30% +$387K 0.22% 53
2025
Q3 		$1.12M Buy
2,354
+990
+73% +$423K 0.15% 69
2025
Q2 		$530K Sell
1,364
-1,733
-56% -$578K 0.08% 95
2025
Q1 		$1.02M Buy
3,097
+973
+46% +$347K 0.19% 67
2024
Q4 		$770K Buy
2,124
+852
+67% +$330K 0.16% 57
2024
Q3 		$498K Sell
1,272
-713
-36% -$246K 0.16% 51
2024
Q2 		$661K Sell
1,985
-27,122
-93% -$9.4M 0.2% 51
2024
Q1 		$10.7M Buy
29,107
+27,025
+1,298% +$8.64M 3.66% 4
2023
Q4 		$615K Sell
2,082
-55
-3% -$14.3K 0.23% 41
2023
Q3 		$584K Buy
2,137
+1,878
+725% +$509K 0.23% 47
2023
Q2 		$63.7K Buy
+259
New +$57.7K 0.03% 69
2022
Q3 		$234K Buy
+858
New +$157K 0.11% 47

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

Buck Wealth Strategies's CAT Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Caterpillar (CAT) stake by 27% in Q1 2026, selling an estimated $563K and leaving 2,238 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #57.

Buck Wealth Strategies first reported a position in CAT in Q3 2022 and has held it in 13 quarters since. The position peaked at $10.7M in Q1 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Buck Wealth Strategies held 2,238 shares of Caterpillar worth $1.59M as of Q1 2026.
  • Buck Wealth Strategies sold 813 Caterpillar shares in Q1 2026, an estimated $563K.
  • Caterpillar made up 0.2% of Buck Wealth Strategies's portfolio in Q1 2026, its #57 holding.
  • Buck Wealth Strategies first reported a position in Caterpillar in Q3 2022 and has held it in 13 quarters since.
  • Buck Wealth Strategies's Caterpillar position peaked at $10.7M in Q1 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.