CWI
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Conscious Wealth Investments’s Caterpillar CAT Stock Holding History

Conscious Wealth Investments’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 		$507K Buy
658
+2
+0.3% +$1.39K 0.28% 49
2025
Q4 		$445K Buy
656
+9
+1% +$5K 0.27% 54
2025
Q3 		$373K Hold
647
– – 0.22% 51
2025
Q2 		$278K Hold
647
– – 0.18% 49
2025
Q1 		$211K Buy
+647
New +$230K 0.15% 53

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

Conscious Wealth Investments's CAT Position: Q1 2026 in Review

Conscious Wealth Investments increased its Caterpillar (CAT) stake by 0.3% in Q1 2026, buying an estimated $1.39K and bringing the position to 658 shares worth $507K. The position accounts for 0.28% of the portfolio, ranked #49.

Conscious Wealth Investments first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Conscious Wealth Investments held 658 shares of Caterpillar worth $507K as of Q1 2026.
  • Conscious Wealth Investments bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up 0.28% of Conscious Wealth Investments's portfolio in Q1 2026, its #49 holding.
  • Conscious Wealth Investments first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.