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Correct Capital Wealth Management’s Caterpillar CAT Stock Holding History

Correct Capital 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 		$426K Buy
601
+41
+7% +$28.4K 0.08% 82
2025
Q4 		$321K Hold
560
– – 0.06% 90
2025
Q3 		$267K Hold
560
– – 0.04% 105
2025
Q2 		$217K Buy
+560
New +$187K 0.03% 108
2025
Q1 		– Sell
-563
Closed -$204K – 114
2024
Q4 		$204K Hold
563
– – 0.04% 111
2024
Q3 		$220K Buy
+563
New +$194K 0.05% 114
2024
Q2 		– Sell
-563
Closed -$206K – 120
2024
Q1 		$206K Buy
+563
New +$180K 0.05% 131

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

Correct Capital Wealth Management's CAT Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Caterpillar (CAT) stake by 7.3% in Q1 2026, buying an estimated $28.4K and bringing the position to 601 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #82.

Correct Capital Wealth Management first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Correct Capital Wealth Management held 601 shares of Caterpillar worth $426K as of Q1 2026.
  • Correct Capital Wealth Management bought 41 Caterpillar shares in Q1 2026, an estimated $28.4K.
  • Caterpillar made up 0.08% of Correct Capital Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Correct Capital Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.