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Compton Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Compton Wealth Advisory Group’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 		$5.07M Buy
6,941
+231
+3% +$160K 1.13% 24
2025
Q4 		$3.84M Sell
6,710
-100
-1% -$55.6K 0.84% 26
2025
Q3 		$3.25M Buy
6,810
+277
+4% +$118K 0.75% 28
2025
Q2 		$2.54M Buy
6,533
+93
+1% +$31K 0.64% 32
2025
Q1 		$2.12M Sell
6,440
-886
-12% -$316K 0.59% 36
2024
Q4 		$2.66M Sell
7,326
-64
-0.9% -$24.8K 0.69% 33
2024
Q3 		$2.89M Buy
7,390
+58
+0.8% +$20K 0.73% 31
2024
Q2 		$2.44M Buy
7,332
+639
+10% +$222K 0.65% 34
2024
Q1 		$2.45M Buy
6,693
+419
+7% +$134K 0.67% 31
2023
Q4 		$1.86M Buy
6,274
+4,889
+353% +$1.27M 0.58% 35
2023
Q3 		$378K Buy
+1,385
New +$376K 0.13% 76
2019
Q4 		– Sell
-8,833
Closed -$1.12M – 61
2019
Q3 		$1.12M Buy
8,833
+2,643
+43% +$336K 0.61% 32
2019
Q2 		$844K Buy
6,190
+676
+12% +$89.3K 0.43% 40
2019
Q1 		$747K Buy
5,514
+35
+0.6% +$4.65K 0.4% 42
2018
Q4 		$696K Buy
+5,479
New +$713K 0.36% 41

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

Compton Wealth Advisory Group's CAT Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Caterpillar (CAT) stake by 3.4% in Q1 2026, buying an estimated $160K and bringing the position to 6,941 shares worth $5.07M. The position accounts for 1.13% of the portfolio, ranked #24.

Compton Wealth Advisory Group first reported a position in CAT in Q4 2018 and has held it in 15 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Compton Wealth Advisory Group held 6,941 shares of Caterpillar worth $5.07M as of Q1 2026.
  • Compton Wealth Advisory Group bought 231 Caterpillar shares in Q1 2026, an estimated $160K.
  • Caterpillar made up 1.13% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Compton Wealth Advisory Group first reported a position in Caterpillar in Q4 2018 and has held it in 15 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.