CHWM
CAT icon

Cauble & Harre Wealth Management’s Caterpillar CAT Stock Holding History

Cauble & Harre 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 		$1.29M Sell
1,412
-170
-11% -$118K 1.03% 24
2025
Q4 		$906K Buy
+1,582
New +$879K 0.76% 30

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

Cauble & Harre Wealth Management's CAT Position: Q1 2026 in Review

Cauble & Harre Wealth Management reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $118K and leaving 1,412 shares worth $1.29M. The position accounts for 1.03% of the portfolio, ranked #24.

Cauble & Harre Wealth Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cauble & Harre Wealth Management held 1,412 shares of Caterpillar worth $1.29M as of Q1 2026.
  • Cauble & Harre Wealth Management sold 170 Caterpillar shares in Q1 2026, an estimated $118K.
  • Caterpillar made up 1.03% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Cauble & Harre Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.