Elite Wealth Management’s Caterpillar CAT Stock Holding History

Elite 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	$1.82M	Buy	+2,572	New	+$1.78M	0.59%	23
2019 Q1	–	Sell	-1,991	Closed	-$253K	–	35
2018 Q4	$253K	Hold	1,991	–	–	0.25%	40
2018 Q3	$304K	Hold	1,991	–	–	0.06%	42
2018 Q2	$270K	Sell	1,991 -200	-9%	-$29.9K	0.1%	42
2018 Q1	$323K	Hold	2,191	–	–	0.26%	48
2017 Q4	$345K	Buy	+2,191	New	+$304K	0.29%	45
2016 Q3	$78K	Buy	+883	New	+$72.2K	0.13%	50
2014 Q4	–	Sell	-1,583	Closed	-$157K	–	131
2014 Q3	$157K	Hold	1,583	–	–	0.14%	73
2014 Q2	$172K	Sell	1,583 -86	-5%	-$9.03K	0.17%	65
2014 Q1	$166K	Sell	1,669 -25,447	-94%	-$2.4M	0.13%	69
2013 Q4	$2.46M	Buy	27,116 +25,533	+1,613%	+$2.18M	1.8%	10
2013 Q3	$132K	Buy	1,583 +1,383	+692%	+$117K	0.12%	100
2013 Q2	$16K	Buy	+200	New	+$17K	0.02%	194

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

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

Elite Wealth Management opened a new position in Caterpillar (CAT) in Q1 2026: 2,572 shares worth $1.82M. The stake represents 0.59% of the portfolio and ranks #23 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in CAT as recently as Q4 2018.

Elite Wealth Management first reported a position in CAT in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.46M in Q4 2013. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Elite Wealth Management held 2,572 shares of Caterpillar worth $1.82M as of Q1 2026.
Caterpillar was a new Elite Wealth Management position in Q1 2026.
Caterpillar made up 0.59% of Elite Wealth Management's portfolio in Q1 2026, its #23 holding.
Elite Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 13 quarters since.
Elite Wealth Management's Caterpillar position peaked at $2.46M in Q4 2013.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.