CWS Financial Advisors’s Caterpillar CAT Stock Holding History

CWS Financial 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	$715K	Buy	1,009 +5	+0.5%	+$3.46K	0.18%	74
2025 Q4	$575K	Hold	1,004	–	–	0.16%	85
2025 Q3	$479K	Hold	1,004	–	–	0.13%	86
2025 Q2	$390K	Sell	1,004 -300	-23%	-$100K	0.11%	98
2025 Q1	$430K	Buy	1,304 +300	+30%	+$107K	0.14%	84
2024 Q4	$364K	Hold	1,004	–	–	0.12%	92
2024 Q3	$393K	Hold	1,004	–	–	0.14%	83
2024 Q2	$334K	Hold	1,004	–	–	0.13%	82
2024 Q1	$368K	Sell	1,004 -36	-3%	-$11.5K	0.15%	76
2023 Q4	$307K	Sell	1,040 -300	-22%	-$77.8K	0.12%	121
2023 Q3	$366K	Sell	1,340 -282	-17%	-$76.5K	0.15%	106
2023 Q2	$399K	Buy	1,622 +282	+21%	+$62.9K	0.15%	101
2023 Q1	$307K	Buy	1,340 +16	+1%	+$3.87K	0.12%	114
2022 Q4	$307K	Buy	+1,324	New	+$288K	0.13%	104
2022 Q2	–	Sell	-1,360	Closed	-$303K	–	165
2022 Q1	$303K	Hold	1,360	–	–	0.11%	113
2021 Q4	$281K	Buy	+1,360	New	+$274K	0.1%	123
2021 Q2	$288K	Hold	1,324	–	–	0.11%	116
2021 Q1	$307K	Hold	1,324	–	–	0.13%	104
2020 Q4	$241K	Buy	+1,324	New	+$225K	0.14%	115

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

CWS Financial Advisors's CAT Position: Q1 2026 in Review

CWS Financial Advisors increased its Caterpillar (CAT) stake by 0.5% in Q1 2026, buying an estimated $3.46K and bringing the position to 1,009 shares worth $715K. The position accounts for 0.18% of the portfolio, ranked #74.

CWS Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

CWS Financial Advisors held 1,009 shares of Caterpillar worth $715K as of Q1 2026.
CWS Financial Advisors bought 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
Caterpillar made up 0.18% of CWS Financial Advisors's portfolio in Q1 2026, its #74 holding.
CWS Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.