Consilium Wealth Advisory’s Caterpillar CAT Stock Holding History

Consilium Wealth Advisory’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	$1.18M	Buy	1,672 +604	+57%	+$418K	0.4%	41
2025 Q4	$612K	Hold	1,068	–	–	0.23%	62
2025 Q3	$510K	Sell	1,068 -13	-1%	-$5.55K	0.2%	68
2025 Q2	$420K	Sell	1,081 -19	-2%	-$6.33K	0.18%	73
2025 Q1	$363K	Buy	1,100 +19	+2%	+$6.77K	0.18%	72
2024 Q4	$392K	Buy	1,081 +2	+0.2%	+$776	0.19%	67
2024 Q3	$422K	Hold	1,079	–	–	0.23%	60
2024 Q2	$359K	Hold	1,079	–	–	0.2%	64
2024 Q1	$395K	Sell	1,079 -30	-3%	-$9.59K	0.22%	62
2023 Q4	$328K	Buy	1,109 +31	+3%	+$8.04K	0.2%	68
2023 Q3	$294K	Hold	1,078	–	–	0.21%	65
2023 Q2	$265K	Buy	1,078 +1	+0.1%	+$223	0.18%	72
2023 Q1	$247K	Hold	1,077	–	–	0.21%	68
2022 Q4	$258K	Buy	+1,077	New	+$234K	0.22%	70
2022 Q2	–	Sell	-1,076	Closed	-$240K	–	74
2022 Q1	$240K	Sell	1,076 -16	-1%	-$3.36K	0.17%	78
2021 Q4	$226K	Buy	+1,092	New	+$220K	0.15%	86

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

Consilium Wealth Advisory's CAT Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Caterpillar (CAT) stake by 57% in Q1 2026, buying an estimated $418K and bringing the position to 1,672 shares worth $1.18M. The position accounts for 0.4% of the portfolio, ranked #41.

Consilium Wealth Advisory first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Consilium Wealth Advisory held 1,672 shares of Caterpillar worth $1.18M as of Q1 2026.
Consilium Wealth Advisory bought 604 Caterpillar shares in Q1 2026, an estimated $418K.
Caterpillar made up 0.4% of Consilium Wealth Advisory's portfolio in Q1 2026, its #41 holding.
Consilium Wealth Advisory first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.