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Cannon Wealth Management Services’s Caterpillar CAT Stock Holding History

Cannon Wealth Management Services’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 		$542K Sell
765
-38
-5% -$26.3K 0.37% 45
2025
Q4 		$460K Sell
803
-1
-0.1% -$556 0.32% 50
2025
Q3 		$384K Buy
804
+2
+0.2% +$854 0.29% 54
2025
Q2 		$311K Buy
802
+3
+0.4% +$1K 0.25% 60
2025
Q1 		$256K Sell
799
-6
-0.7% -$2.14K 0.23% 62
2024
Q4 		$291K Buy
805
+22
+3% +$8.53K 0.25% 60
2024
Q3 		$306K Buy
+783
New +$270K 0.28% 60

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

Cannon Wealth Management Services's CAT Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its Caterpillar (CAT) stake by 4.7% in Q1 2026, selling an estimated $26.3K and leaving 765 shares worth $542K. The position accounts for 0.37% of the portfolio, ranked #45.

Cannon Wealth Management Services first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cannon Wealth Management Services held 765 shares of Caterpillar worth $542K as of Q1 2026.
  • Cannon Wealth Management Services sold 38 Caterpillar shares in Q1 2026, an estimated $26.3K.
  • Caterpillar made up 0.37% of Cannon Wealth Management Services's portfolio in Q1 2026, its #45 holding.
  • Cannon Wealth Management Services first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.