CWG
CAT icon

Cornerstone Wealth Group’s Caterpillar CAT Stock Holding History

Cornerstone Wealth 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 		$6.86M Sell
8,565
-594
-6% -$411K 0.44% 64
2025
Q4 		$5.25M Buy
9,159
+166
+2% +$92.3K 0.36% 84
2025
Q3 		$4.29M Buy
8,993
+4,530
+102% +$1.93M 0.29% 91
2025
Q2 		$1.73M Sell
4,463
-177
-4% -$59K 0.13% 109
2025
Q1 		$1.53M Buy
4,640
+36
+0.8% +$12.8K 0.13% 118
2024
Q4 		$1.67M Buy
4,604
+85
+2% +$33K 0.14% 112
2024
Q3 		$1.77M Sell
4,519
-49
-1% -$16.9K 0.15% 110
2024
Q2 		$1.52M Buy
4,568
+84
+2% +$29.1K 0.14% 111
2024
Q1 		$1.64M Buy
4,484
+3,336
+291% +$1.07M 0.15% 106
2023
Q4 		$339K Buy
1,148
+106
+10% +$27.5K 0.05% 118
2023
Q3 		$284K Buy
1,042
+35
+3% +$9.49K 0.05% 125
2023
Q2 		$248K Buy
1,007
+27
+3% +$6.02K 0.04% 131
2023
Q1 		$224K Buy
980
+117
+14% +$28.3K 0.04% 134
2022
Q4 		$207K Buy
+863
New +$188K 0.04% 128
2022
Q3 		– Sell
-13,089
Closed -$2.34M – 129
2022
Q2 		$2.34M Buy
13,089
+1,061
+9% +$224K 0.49% 66
2022
Q1 		$2.68M Sell
12,028
-5,832
-33% -$1.22M 0.49% 73
2021
Q4 		$3.69M Buy
17,860
+959
+6% +$193K 0.63% 54
2021
Q3 		$3.25M Sell
16,901
-12,824
-43% -$2.67M 0.57% 62
2021
Q2 		$6.04M Buy
29,725
+2,581
+10% +$596K 1.23% 18
2021
Q1 		$6.31M Buy
27,144
+6,226
+30% +$1.29M 1.28% 13
2020
Q4 		$3.81M Buy
20,918
+9,211
+79% +$1.56M 0.94% 26
2020
Q3 		$1.75M Buy
+11,707
New +$1.64M 0.48% 63
2019
Q3 		– Sell
-13,110
Closed -$1.79M – 136
2019
Q2 		$1.79M Buy
13,110
+437
+3% +$57.7K 0.48% 58
2019
Q1 		$1.72M Buy
+12,673
New +$1.68M 0.43% 49

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

Cornerstone Wealth Group's CAT Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Caterpillar (CAT) stake by 6.5% in Q1 2026, selling an estimated $411K and leaving 8,565 shares worth $6.86M. The position accounts for 0.44% of the portfolio, ranked #64.

Cornerstone Wealth Group first reported a position in CAT in Q1 2019 and has held it in 24 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cornerstone Wealth Group held 8,565 shares of Caterpillar worth $6.86M as of Q1 2026.
  • Cornerstone Wealth Group sold 594 Caterpillar shares in Q1 2026, an estimated $411K.
  • Caterpillar made up 0.44% of Cornerstone Wealth Group's portfolio in Q1 2026, its #64 holding.
  • Cornerstone Wealth Group first reported a position in Caterpillar in Q1 2019 and has held it in 24 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.