Cranbrook Wealth Management’s Caterpillar CAT Stock Holding History

Cranbrook 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	$1.96M	Sell	2,768 -39	-1%	-$27K	0.4%	45
2025 Q4	$1.61M	Buy	2,807 +579	+26%	+$322K	0.32%	50
2025 Q3	$1.06M	Hold	2,228	–	–	0.21%	57
2025 Q2	$865K	Hold	2,228	–	–	0.18%	63
2025 Q1	$735K	Sell	2,228 -19	-0.8%	-$6.77K	0.17%	62
2024 Q4	$815K	Buy	2,247 +75	+3%	+$29.1K	0.19%	59
2024 Q3	$850K	Buy	2,172 +626	+40%	+$216K	0.19%	59
2024 Q2	$515K	Buy	+1,546	New	+$536K	0.13%	72
2021 Q4	–	Sell	-25	Closed	-$5K	–	364
2021 Q3	$5K	Buy	+25	New	+$5.21K	﹤0.01%	334
2021 Q1	–	Sell	-23	Closed	-$4K	–	393
2020 Q4	$4K	Buy	+23	New	+$3.9K	﹤0.01%	283
2019 Q4	–	Sell	-192	Closed	-$24K	–	258
2019 Q3	$24K	Buy	+192	New	+$24.4K	0.01%	162

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

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

Cranbrook Wealth Management reduced its Caterpillar (CAT) stake by 1.4% in Q1 2026, selling an estimated $27K and leaving 2,768 shares worth $1.96M. The position accounts for 0.4% of the portfolio, ranked #45.

Cranbrook Wealth Management first reported a position in CAT in Q3 2019 and has held it in 11 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Cranbrook Wealth Management held 2,768 shares of Caterpillar worth $1.96M as of Q1 2026.
Cranbrook Wealth Management sold 39 Caterpillar shares in Q1 2026, an estimated $27K.
Caterpillar made up 0.4% of Cranbrook Wealth Management's portfolio in Q1 2026, its #45 holding.
Cranbrook Wealth Management first reported a position in Caterpillar in Q3 2019 and has held it in 11 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.