FWI
CAT icon

Facet Wealth Inc’s Caterpillar CAT Stock Holding History

Facet Wealth Inc’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 		$2.39M Buy
3,369
+599
+22% +$415K 0.04% 74
2025
Q4 		$1.78M Buy
2,770
+799
+41% +$444K 0.03% 76
2025
Q3 		$940K Buy
1,971
+447
+29% +$191K 0.02% 86
2025
Q2 		$667K Buy
1,524
+362
+31% +$121K 0.02% 88
2025
Q1 		$375K Buy
1,162
+19
+2% +$6.77K 0.01% 97
2024
Q4 		$416K Buy
1,143
+74
+7% +$28.7K 0.01% 95
2024
Q3 		$406K Buy
1,069
+445
+71% +$154K 0.01% 99
2024
Q2 		$213K Buy
624
+33
+6% +$11.4K 0.01% 136
2024
Q1 		$202K Buy
+591
New +$189K 0.01% 120

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

Facet Wealth Inc's CAT Position: Q1 2026 in Review

Facet Wealth Inc increased its Caterpillar (CAT) stake by 22% in Q1 2026, buying an estimated $415K and bringing the position to 3,369 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #74.

Facet Wealth Inc first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Facet Wealth Inc held 3,369 shares of Caterpillar worth $2.39M as of Q1 2026.
  • Facet Wealth Inc bought 599 Caterpillar shares in Q1 2026, an estimated $415K.
  • Caterpillar made up 0.04% of Facet Wealth Inc's portfolio in Q1 2026, its #74 holding.
  • Facet Wealth Inc first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.