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Cassaday & Co Wealth Management’s Caterpillar CAT Stock Holding History

Cassaday & Co 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 		$1.51M Sell
2,137
-82
-4% -$56.8K 0.03% 105
2025
Q4 		$1.27M Buy
2,219
+94
+4% +$52.2K 0.03% 116
2025
Q3 		$1.01M Buy
2,125
+22
+1% +$9.39K 0.02% 134
2025
Q2 		$816K Buy
2,103
+5
+0.2% +$1.67K 0.02% 151
2025
Q1 		$692K Sell
2,098
-15
-0.7% -$5.34K 0.02% 163
2024
Q4 		$766K Buy
2,113
+472
+29% +$183K 0.02% 145
2024
Q3 		$642K Sell
1,641
-34
-2% -$11.7K 0.02% 159
2024
Q2 		$558K Sell
1,675
-202
-11% -$70K 0.02% 160
2024
Q1 		$688K Buy
1,877
+226
+14% +$72.2K 0.02% 146
2023
Q4 		$488K Sell
1,651
-172
-9% -$44.6K 0.02% 163
2023
Q3 		$498K Buy
1,823
+309
+20% +$83.8K 0.02% 151
2023
Q2 		$373K Sell
1,514
-170
-10% -$37.9K 0.01% 179
2023
Q1 		$385K Sell
1,684
-102
-6% -$24.7K 0.02% 176
2022
Q4 		$428K Buy
+1,786
New +$389K 0.02% 159

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

Cassaday & Co Wealth Management's CAT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Caterpillar (CAT) stake by 3.7% in Q1 2026, selling an estimated $56.8K and leaving 2,137 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #105.

Cassaday & Co Wealth Management first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,137 shares of Caterpillar worth $1.51M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 82 Caterpillar shares in Q1 2026, an estimated $56.8K.
  • Caterpillar made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Cassaday & Co Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.