Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Caterpillar CAT Stock Holding History

Carson Wealth (CWM LLC)’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 		$92.3M Buy
130,235
+12,879
+11% +$8.92M 0.24% 81
2025
Q4 		$67.2M Buy
117,356
+16,168
+16% +$8.99M 0.18% 107
2025
Q3 		$48.3M Buy
101,188
+10,555
+12% +$4.51M 0.15% 132
2025
Q2 		$35.2M Sell
90,633
-63
-0.1% -$21K 0.12% 151
2025
Q1 		$29.9M Buy
90,696
+6,622
+8% +$2.36M 0.12% 157
2024
Q4 		$30.5M Buy
84,074
+6,263
+8% +$2.43M 0.13% 144
2024
Q3 		$30.4M Buy
77,811
+8,212
+12% +$2.84M 0.13% 142
2024
Q2 		$23.2M Buy
69,599
+14,937
+27% +$5.18M 0.11% 179
2024
Q1 		$20M Buy
54,662
+6,374
+13% +$2.04M 0.1% 200
2023
Q4 		$14.3M Buy
48,288
+12,324
+34% +$3.2M 0.08% 230
2023
Q3 		$9.82M Buy
35,964
+15,673
+77% +$4.25M 0.06% 244
2023
Q2 		$4.99M Buy
20,291
+254
+1% +$56.6K 0.03% 340
2023
Q1 		$4.58M Buy
20,037
+1,761
+10% +$426K 0.03% 337
2022
Q4 		$4.38M Buy
18,276
+3,618
+25% +$788K 0.03% 323
2022
Q3 		$2.4M Sell
14,658
-1,909
-12% -$349K 0.02% 398
2022
Q2 		$2.96M Buy
16,567
+1,430
+9% +$301K 0.02% 360
2022
Q1 		$3.37M Buy
15,137
+445
+3% +$93.3K 0.02% 345
2021
Q4 		$3.04M Buy
+14,692
New +$2.96M 0.02% 362
2021
Q2 		$2.44M Hold
11,228
– – 0.02% 382
2021
Q1 		$2.44M Hold
11,228
– – 0.02% 382
2020
Q4 		$2.44M Hold
11,228
– – 0.02% 382
2020
Q3 		$2.44M Hold
11,228
– – 0.02% 382
2020
Q2 		$2.44M Hold
11,228
– – 0.02% 382
2020
Q1 		$2.44M Hold
11,228
– – 0.02% 382
2019
Q4 		$2.44M Hold
11,228
– – 0.02% 382
2019
Q3 		$2.44M Hold
11,228
– – 0.02% 382
2019
Q2 		$2.44M Hold
11,228
– – 0.02% 382
2019
Q1 		$2.44M Buy
11,228
+8,426
+301% +$1.12M 0.02% 382
2018
Q4 		$356K Buy
2,802
+797
+40% +$104K 0.01% 497
2018
Q3 		$306K Buy
2,005
+238
+13% +$33.7K 0.01% 442
2018
Q2 		$240K Buy
1,767
+155
+10% +$23.2K 0.01% 396
2018
Q1 		$238K Hold
1,612
– – 0.01% 346
2017
Q4 		$254K Sell
1,612
-48
-3% -$6.66K 0.01% 321
2017
Q3 		$207K Sell
1,660
-50
-3% -$5.76K 0.01% 323
2017
Q2 		$184K Sell
1,710
-76
-4% -$7.72K 0.01% 314
2017
Q1 		$166K Sell
1,786
-1,530
-46% -$145K 0.01% 312
2016
Q4 		$308K Buy
3,316
+542
+20% +$49.1K 0.02% 241
2016
Q3 		$246K Buy
2,774
+200
+8% +$16.4K 0.02% 244
2016
Q2 		$195K Buy
2,574
+1,708
+197% +$128K 0.01% 243
2016
Q1 		$66K Sell
866
-74,900
-99% -$5.02M 0.01% 315
2015
Q4 		$5.15M Buy
75,766
+2,458
+3% +$172K 0.5% 71
2015
Q3 		$4.79M Sell
73,308
-69,723
-49% -$5.33M 0.48% 74
2015
Q2 		$12.1M Buy
+143,031
New +$12.3M 1.16% 23
2014
Q1 		– Sell
-827
Closed -$75K – 202
2013
Q4 		$75K Sell
827
-8,601
-91% -$734K 0.01% 223
2013
Q3 		$786K Buy
+9,428
New +$797K 0.21% 64

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

Carson Wealth (CWM LLC)'s CAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $8.92M and bringing the position to 130,235 shares worth $92.3M. The position accounts for 0.24% of the portfolio, ranked #81.

Carson Wealth (CWM LLC) first reported a position in CAT in Q3 2013 and has held it in 45 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130,235 shares of Caterpillar worth $92.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,879 Caterpillar shares in Q1 2026, an estimated $8.92M.
  • Caterpillar made up 0.24% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #81 holding.
  • Carson Wealth (CWM LLC) first reported a position in Caterpillar in Q3 2013 and has held it in 45 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.