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Daner Wealth Management’s Caterpillar CAT Stock Holding History

Daner 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 		$912K Sell
1,000
-370
-27% -$256K 0.54% 25
2025
Q4 		$1.02M Buy
1,370
+31
+2% +$17.2K 0.62% 23
2025
Q3 		$706K Buy
1,339
+118
+10% +$50.4K 0.46% 28
2025
Q2 		$504K Buy
+1,221
New +$407K 0.35% 38
2024
Q4 		$264K Buy
+703
New +$273K 0.19% 50

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

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

Daner Wealth Management reduced its Caterpillar (CAT) stake by 27% in Q1 2026, selling an estimated $256K and leaving 1,000 shares worth $912K. The position accounts for 0.54% of the portfolio, ranked #25.

Daner Wealth Management first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Daner Wealth Management held 1,000 shares of Caterpillar worth $912K as of Q1 2026.
  • Daner Wealth Management sold 370 Caterpillar shares in Q1 2026, an estimated $256K.
  • Caterpillar made up 0.54% of Daner Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Daner Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Caterpillar position peaked at $1.02M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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