Eagle Bluffs Wealth Management’s Caterpillar CAT Stock Holding History

Eagle Bluffs 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	$1.87M	Hold	2,641	–	–	0.73%	34
2025 Q4	$1.51M	Buy	2,641 +24	+0.9%	+$13.3K	0.61%	39
2025 Q3	$1.25M	Sell	2,617 -35	-1%	-$14.9K	0.54%	42
2025 Q2	$1.03M	Hold	2,652	–	–	0.49%	44
2025 Q1	$875K	Sell	2,652 -42	-2%	-$15K	0.46%	46
2024 Q4	$977K	Hold	2,694	–	–	0.52%	40
2024 Q3	$1.05M	Hold	2,694	–	–	0.57%	42
2024 Q2	$897K	Sell	2,694 -40	-1%	-$13.9K	0.52%	42
2024 Q1	$1M	Hold	2,734	–	–	0.62%	40
2023 Q4	$808K	Hold	2,734	–	–	0.55%	44
2023 Q3	$746K	Sell	2,734 -43	-2%	-$11.7K	0.57%	41
2023 Q2	$683K	Hold	2,777	–	–	0.53%	45
2023 Q1	$635K	Buy	2,777 +22	+0.8%	+$5.32K	0.52%	46
2022 Q4	$660K	Hold	2,755	–	–	0.69%	39
2022 Q3	$452K	Sell	2,755 -185	-6%	-$33.8K	0.52%	50
2022 Q2	$526K	Hold	2,940	–	–	0.57%	47
2022 Q1	$655K	Buy	2,940 +71	+2%	+$14.9K	0.63%	44
2021 Q4	$593K	Buy	+2,869	New	+$578K	0.62%	43

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

Eagle Bluffs Wealth Management's CAT Position: Q1 2026 in Review

Eagle Bluffs Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 2,641 shares worth $1.87M. The position accounts for 0.73% of the portfolio, ranked #34.

Eagle Bluffs Wealth Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Eagle Bluffs Wealth Management held 2,641 shares of Caterpillar worth $1.87M as of Q1 2026.
Eagle Bluffs Wealth Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.73% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #34 holding.
Eagle Bluffs Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.