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Cherry Tree Wealth Management’s Caterpillar CAT Stock Holding History

Cherry Tree 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 		$386K Hold
545
– – 0.08% 109
2025
Q4 		$312K Buy
545
+100
+22% +$55.6K 0.07% 130
2025
Q3 		$212K Hold
445
– – 0.05% 160
2025
Q2 		$173K Hold
445
– – 0.04% 167
2025
Q1 		$147K Hold
445
– – 0.04% 179
2024
Q4 		$161K Hold
445
– – 0.04% 169
2024
Q3 		$174K Hold
445
– – 0.04% 170
2024
Q2 		$148K Hold
445
– – 0.04% 172
2024
Q1 		$163K Hold
445
– – 0.04% 170
2023
Q4 		$132K Buy
445
+50
+13% +$13K 0.04% 177
2023
Q3 		$108K Hold
395
– – 0.03% 179
2023
Q2 		$97.2K Buy
+395
New +$88.1K 0.03% 193

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's CAT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 545 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #109.

Cherry Tree Wealth Management first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cherry Tree Wealth Management held 545 shares of Caterpillar worth $386K as of Q1 2026.
  • Cherry Tree Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Cherry Tree Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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