CA
CAT icon

CWC Advisors’s Caterpillar CAT Stock Holding History

CWC Advisors’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 		$221K Buy
+312
New +$216K 0.11% 142

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

CWC Advisors's CAT Position: Q1 2026 in Review

CWC Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 312 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • CWC Advisors held 312 shares of Caterpillar worth $221K as of Q1 2026.
  • Caterpillar was a new CWC Advisors position in Q1 2026.
  • Caterpillar made up 0.11% of CWC Advisors's portfolio in Q1 2026, its #142 holding.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.