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Destination Wealth Management’s Caterpillar CAT Stock Holding History

Destination 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 		– Sell
-100
Closed -$11.1K – 334
2025
Q4 		$11.1K Buy
+100
New +$55.6K ﹤0.01% 325

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

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.