CWM
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Consultiva Wealth Management’s Caterpillar CAT Stock Holding History

Consultiva 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 		$26.2K Hold
37
– – 0.08% 137
2025
Q4 		$21.2K Hold
37
– – 0.06% 154
2025
Q3 		$17.7K Hold
37
– – 0.05% 173
2025
Q2 		$14.4K Hold
37
– – 0.04% 192
2025
Q1 		$12.2K Buy
+37
New +$13.2K 0.04% 191

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

Consultiva Wealth Management's CAT Position: Q1 2026 in Review

Consultiva Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 37 shares worth $26.2K. The position accounts for 0.08% of the portfolio, ranked #137.

Consultiva Wealth Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Consultiva Wealth Management held 37 shares of Caterpillar worth $26.2K as of Q1 2026.
  • Consultiva Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.08% of Consultiva Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Consultiva Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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