Destination Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $939K | Buy |
1,326
+149
| +13% | +$103K | 0.02% | 156 |
|
|
2025
Q4 | $675K | Sell |
1,177
-77
| -6% | -$42.8K | 0.02% | 171 |
|
|
2025
Q3 | $598K | Sell |
1,254
-13
| -1% | -$5.55K | 0.02% | 162 |
|
|
2025
Q2 | $492K | Buy |
1,267
+73
| +6% | +$24.3K | 0.01% | 176 |
|
|
2025
Q1 | $394K | Buy |
1,194
+453
| +61% | +$161K | 0.01% | 184 |
|
|
2024
Q4 | $269K | Sell |
741
-113
| -13% | -$43.8K | 0.01% | 207 |
|
|
2024
Q3 | $334K | Buy |
854
+232
| +37% | +$80.1K | 0.01% | 184 |
|
|
2024
Q2 | $207K | Sell |
622
-41
| -6% | -$14.2K | 0.01% | 196 |
|
|
2024
Q1 | $243K | Buy |
+663
| New | +$212K | 0.01% | 187 |
|
|
2023
Q4 | – | Sell |
-1,150
| Closed | -$314K | – | 220 |
|
|
2023
Q3 | $314K | Buy |
1,150
+107
| +10% | +$29K | 0.01% | 162 |
|
|
2023
Q2 | $257K | Sell |
1,043
-324
| -24% | -$72.2K | 0.01% | 177 |
|
|
2023
Q1 | $313K | Buy |
1,367
+448
| +49% | +$108K | 0.01% | 166 |
|
|
2022
Q4 | $220K | Buy |
+919
| New | +$200K | 0.01% | 186 |
|
|
2022
Q3 | – | Sell |
-1,542
| Closed | -$276K | – | 189 |
|
|
2022
Q2 | $276K | Buy |
1,542
+275
| +22% | +$58K | 0.01% | 172 |
|
|
2022
Q1 | $282K | Hold |
1,267
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $262K | Buy |
+1,267
| New | +$255K | 0.01% | 180 |
|
|
2021
Q3 | – | Sell |
-975
| Closed | -$212K | – | 177 |
|
|
2021
Q2 | $212K | Sell |
975
-313
| -24% | -$72.3K | 0.01% | 178 |
|
|
2021
Q1 | $299K | Sell |
1,288
-564
| -30% | -$117K | 0.01% | 153 |
|
|
2020
Q4 | $337K | Buy |
1,852
+288
| +18% | +$48.8K | 0.01% | 137 |
|
|
2020
Q3 | $233K | Buy |
+1,564
| New | +$220K | 0.01% | 136 |
|
|
2020
Q1 | – | Sell |
-1,585
| Closed | -$234K | – | 163 |
|
|
2019
Q4 | $234K | Buy |
+1,585
| New | +$221K | 0.01% | 148 |
|
|
2019
Q3 | – | Sell |
-766
| Closed | -$104K | – | 193 |
|
|
2019
Q2 | $104K | Buy |
766
+649
| +555% | +$85.8K | 0.01% | 179 |
|
|
2019
Q1 | $16K | Sell |
117
-689
| -85% | -$91.5K | ﹤0.01% | 407 |
|
|
2018
Q4 | $102K | Buy |
806
+641
| +388% | +$83.4K | 0.01% | 179 |
|
|
2018
Q3 | $25K | Buy |
165
+59
| +56% | +$8.35K | ﹤0.01% | 375 |
|
|
2018
Q2 | $14K | Sell |
106
-50
| -32% | -$7.47K | ﹤0.01% | 366 |
|
|
2018
Q1 | $23K | Buy |
+156
| New | +$24.6K | ﹤0.01% | 321 |
|
|
2016
Q3 | – | Sell |
-2,909
| Closed | -$221K | – | 161 |
|
|
2016
Q2 | $221K | Buy |
+2,909
| New | +$218K | 0.02% | 139 |
|
|
2015
Q3 | – | Sell |
-3,788
| Closed | -$321K | – | 131 |
|
|
2015
Q2 | $321K | Buy |
+3,788
| New | +$326K | 0.02% | 196 |
|
Other funds holding CAT
VCM
VPM
Destination Wealth Management's CAT Position: Q1 2026 in Review
Destination Wealth Management increased its Caterpillar (CAT) stake by 13% in Q1 2026, buying an estimated $103K and bringing the position to 1,326 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #156.
Destination Wealth Management first reported a position in CAT in Q2 2015 and has held it in 29 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Destination Wealth Management held 1,326 shares of Caterpillar worth $939K as of Q1 2026.
- Destination Wealth Management bought 149 Caterpillar shares in Q1 2026, an estimated $103K.
- Caterpillar made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #156 holding.
- Destination Wealth Management first reported a position in Caterpillar in Q2 2015 and has held it in 29 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.