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Darwin Wealth Management’s Caterpillar CAT Stock Holding History

Darwin 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 		$175K Hold
247
– – 0.05% 144
2025
Q4 		$142K Hold
247
– – 0.04% 147
2025
Q3 		$118K Buy
247
+1
+0.4% +$427 0.04% 167
2025
Q2 		$95.7K Sell
246
-43
-15% -$14.3K 0.03% 168
2025
Q1 		$105K Hold
289
– – 0.04% 176
2024
Q4 		$105K Sell
289
-161
-36% -$62.4K 0.04% 176
2024
Q3 		$176K Buy
+450
New +$155K 0.05% 153
2020
Q2 		– Sell
-473
Closed -$54K – 236
2020
Q1 		$54K Buy
+473
New +$60.4K 0.02% 228

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

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

Darwin Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 247 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #144.

Darwin Wealth Management first reported a position in CAT in Q1 2020 and has held it in 8 quarters since. The position peaked at $176K in Q3 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Darwin Wealth Management held 247 shares of Caterpillar worth $175K as of Q1 2026.
  • Darwin Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.05% of Darwin Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Darwin Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 8 quarters since.
  • Darwin Wealth Management's Caterpillar position peaked at $176K in Q3 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.