CCG Wealth Management’s Caterpillar CAT Stock Holding History

CCG 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	$709K	Buy	+1,000	New	+$693K	0.19%	69
2025 Q3	–	Sell	-667	Closed	-$259K	–	86
2025 Q2	$259K	Buy	+667	New	+$222K	0.14%	68
2024 Q1	–	Sell	-3,113	Closed	-$920K	–	73
2023 Q4	$920K	Sell	3,113 -8	-0.3%	-$2.08K	0.62%	26
2023 Q3	$852K	Hold	3,121	–	–	0.56%	26
2023 Q2	$768K	Hold	3,121	–	–	0.48%	26
2023 Q1	$714K	Hold	3,121	–	–	0.47%	25
2022 Q4	$748K	Hold	3,121	–	–	0.42%	32
2022 Q3	$512K	Sell	3,121 -55	-2%	-$10K	0.31%	36
2022 Q2	$568K	Buy	3,176 +55	+2%	+$11.6K	0.32%	37
2022 Q1	$695K	Buy	+3,121	New	+$655K	0.34%	38

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCG Wealth Management's CAT Position: Q1 2026 in Review

CCG Wealth Management opened a new position in Caterpillar (CAT) in Q1 2026: 1,000 shares worth $709K. The stake represents 0.19% of the portfolio and ranks #69 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in CAT as recently as Q2 2025.

CCG Wealth Management first reported a position in CAT in Q1 2022 and has held it in 10 quarters since. The position peaked at $920K in Q4 2023. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

CCG Wealth Management held 1,000 shares of Caterpillar worth $709K as of Q1 2026.
Caterpillar was a new CCG Wealth Management position in Q1 2026.
Caterpillar made up 0.19% of CCG Wealth Management's portfolio in Q1 2026, its #69 holding.
CCG Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 10 quarters since.
CCG Wealth Management's Caterpillar position peaked at $920K in Q4 2023.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.