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Diversify Wealth Management’s Caterpillar CAT Stock Holding History

Diversify 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 		$4.44M Buy
5,481
+4,097
+296% +$2.84M 0.08% 222
2025
Q4 		$881K Buy
1,384
+34
+3% +$18.9K 0.04% 344
2025
Q3 		$771K Sell
1,350
-244
-15% -$104K 0.04% 314
2025
Q2 		$658K Sell
1,594
-149
-9% -$49.7K 0.04% 331
2025
Q1 		$536K Sell
1,743
-249
-13% -$88.7K 0.04% 348
2024
Q4 		$699K Buy
1,992
+535
+37% +$207K 0.05% 276
2024
Q3 		$562K Sell
1,457
-71
-5% -$24.5K 0.05% 300
2024
Q2 		$484K Buy
+1,528
New +$530K 0.06% 283

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

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

Diversify Wealth Management increased its Caterpillar (CAT) stake by 296% in Q1 2026, buying an estimated $2.84M and bringing the position to 5,481 shares worth $4.44M. The position accounts for 0.08% of the portfolio, ranked #222.

Diversify Wealth Management first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Diversify Wealth Management held 5,481 shares of Caterpillar worth $4.44M as of Q1 2026.
  • Diversify Wealth Management bought 4,097 Caterpillar shares in Q1 2026, an estimated $2.84M.
  • Caterpillar made up 0.08% of Diversify Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Diversify Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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