EW
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Element Wealth’s Caterpillar CAT Stock Holding History

Element Wealth’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 		$358K Sell
505
-45
-8% -$31.2K 0.15% 139
2025
Q4 		$315K Buy
550
+2
+0.4% +$1.11K 0.13% 150
2025
Q3 		$261K Buy
548
+1
+0.2% +$427 0.11% 157
2025
Q2 		$212K Buy
+547
New +$182K 0.1% 173
2024
Q4 		– Sell
-537
Closed -$210K – 293
2024
Q3 		$210K Buy
+537
New +$185K 0.11% 145
2024
Q2 		– Sell
-551
Closed -$202K – 291
2024
Q1 		$202K Buy
+551
New +$176K 0.12% 138

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

Element Wealth's CAT Position: Q1 2026 in Review

Element Wealth reduced its Caterpillar (CAT) stake by 8.2% in Q1 2026, selling an estimated $31.2K and leaving 505 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #139.

Element Wealth first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Element Wealth held 505 shares of Caterpillar worth $358K as of Q1 2026.
  • Element Wealth sold 45 Caterpillar shares in Q1 2026, an estimated $31.2K.
  • Caterpillar made up 0.15% of Element Wealth's portfolio in Q1 2026, its #139 holding.
  • Element Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.