Elk River Wealth Management’s Caterpillar CAT Stock Holding History

Elk River 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	$641K	Buy	905 +155	+21%	+$107K	0.11%	67
2025 Q4	$430K	Hold	750	–	–	0.07%	78
2025 Q3	$358K	Hold	750	–	–	0.06%	80
2025 Q2	$291K	Hold	750	–	–	0.05%	83
2025 Q1	$247K	Hold	750	–	–	0.05%	85
2024 Q4	$272K	Hold	750	–	–	0.05%	86
2024 Q3	$293K	Hold	750	–	–	0.05%	83
2024 Q2	$250K	Sell	750 -250	-25%	-$86.7K	0.05%	80
2024 Q1	$366K	Hold	1,000	–	–	0.07%	77
2023 Q4	$296K	Hold	1,000	–	–	0.06%	92
2023 Q3	$273K	Hold	1,000	–	–	0.06%	90
2023 Q2	$246K	Hold	1,000	–	–	0.05%	94
2023 Q1	$229K	Hold	1,000	–	–	0.05%	98
2022 Q4	$240K	Buy	+1,000	New	+$218K	0.06%	99
2022 Q2	–	Sell	-1,054	Closed	-$235K	–	108
2022 Q1	$235K	Buy	1,054 +1	+0.1%	+$210	0.05%	112
2021 Q4	$218K	Hold	1,053	–	–	0.05%	116
2021 Q3	$202K	Hold	1,053	–	–	0.05%	117
2021 Q2	$229K	Hold	1,053	–	–	0.06%	112
2021 Q1	$244K	Buy	+1,053	New	+$218K	0.07%	108

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

Elk River Wealth Management's CAT Position: Q1 2026 in Review

Elk River Wealth Management increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $107K and bringing the position to 905 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #67.

Elk River Wealth Management first reported a position in CAT in Q1 2021 and has held it in 19 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Elk River Wealth Management held 905 shares of Caterpillar worth $641K as of Q1 2026.
Elk River Wealth Management bought 155 Caterpillar shares in Q1 2026, an estimated $107K.
Caterpillar made up 0.11% of Elk River Wealth Management's portfolio in Q1 2026, its #67 holding.
Elk River Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 19 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.