Delos Wealth Advisors’s Caterpillar CAT Stock Holding History

Delos Wealth 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	$182K	Sell	257 -30	-10%	-$20.8K	0.1%	84
2025 Q4	$164K	Buy	287 +30	+12%	+$16.7K	0.11%	60
2025 Q3	$123K	Hold	257	–	–	0.08%	71
2025 Q2	$99.8K	Buy	+257	New	+$85.7K	0.08%	71
2025 Q1	–	Sell	-257	Closed	-$93.2K	–	75
2024 Q4	$93.2K	Hold	257	–	–	0.07%	61
2024 Q3	$101K	Sell	257 -99	-28%	-$34.2K	0.09%	69
2024 Q2	$119K	Hold	356	–	–	0.11%	66
2024 Q1	$130K	Sell	356 -20	-5%	-$6.39K	0.15%	52
2023 Q4	$111K	Hold	376	–	–	0.16%	45
2023 Q3	$106K	Hold	376	–	–	0.13%	52
2023 Q2	$92.5K	Sell	376 -632	-63%	-$141K	0.12%	52
2023 Q1	$231K	Sell	1,008 -4,959	-83%	-$1.2M	0.29%	41
2022 Q4	$1.43M	Sell	5,967 -110	-2%	-$23.9K	2.2%	16
2022 Q3	$997K	Sell	6,077 -3,319	-35%	-$606K	1.19%	29
2022 Q2	$1.68M	Buy	9,396 +1,703	+22%	+$359K	1.88%	23
2022 Q1	$1.71M	Buy	7,693 +802	+12%	+$168K	1.69%	30
2021 Q4	$1.43M	Buy	6,891 +168	+2%	+$33.8K	1.36%	26
2021 Q3	$1.29M	Buy	6,723 +2,148	+47%	+$447K	1.42%	26
2021 Q2	$996K	Buy	+4,575	New	+$1.06M	1.24%	28

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

Delos Wealth Advisors's CAT Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Caterpillar (CAT) stake by 10% in Q1 2026, selling an estimated $20.8K and leaving 257 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #84.

Delos Wealth Advisors first reported a position in CAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Delos Wealth Advisors held 257 shares of Caterpillar worth $182K as of Q1 2026.
Delos Wealth Advisors sold 30 Caterpillar shares in Q1 2026, an estimated $20.8K.
Caterpillar made up 0.1% of Delos Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Delos Wealth Advisors first reported a position in Caterpillar in Q2 2021 and has held it in 19 quarters since.
Delos Wealth Advisors's Caterpillar position peaked at $1.71M in Q1 2022.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.