CWR
CAT icon

Chico Wealth RIA’s Caterpillar CAT Stock Holding History

Chico Wealth RIA’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 		$820K Buy
1,157
+4
+0.3% +$2.77K 0.5% 15
2025
Q4 		$660K Buy
1,153
+26
+2% +$14.5K 0.43% 20
2025
Q3 		$538K Buy
1,127
+201
+22% +$85.8K 0.37% 20
2025
Q2 		$359K Buy
926
+177
+24% +$59K 0.28% 22
2025
Q1 		$247K Hold
749
– – 0.21% 22
2024
Q4 		$272K Sell
749
-166
-18% -$64.4K 0.24% 21
2024
Q3 		$358K Hold
915
– – 0.31% 22
2024
Q2 		$305K Sell
915
-54
-6% -$18.7K 0.28% 22
2024
Q1 		$355K Buy
969
+146
+18% +$46.7K 0.34% 22
2023
Q4 		$243K Buy
+823
New +$213K 0.25% 27

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

Chico Wealth RIA's CAT Position: Q1 2026 in Review

Chico Wealth RIA increased its Caterpillar (CAT) stake by 0.35% in Q1 2026, buying an estimated $2.77K and bringing the position to 1,157 shares worth $820K. The position accounts for 0.5% of the portfolio, ranked #15.

Chico Wealth RIA first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Chico Wealth RIA held 1,157 shares of Caterpillar worth $820K as of Q1 2026.
  • Chico Wealth RIA bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 0.5% of Chico Wealth RIA's portfolio in Q1 2026, its #15 holding.
  • Chico Wealth RIA first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.