FWP
CAT icon

Fiduciary Wealth Partners’s Caterpillar CAT Stock Holding History

Fiduciary Wealth Partners’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 		– Sell
-749
Closed -$429K – 66
2025
Q4 		$429K Sell
749
-9
-1% -$5K 0.18% 50
2025
Q3 		$362K Buy
758
+37
+5% +$15.8K 0.15% 58
2025
Q2 		$280K Buy
721
+584
+426% +$195K 0.26% 42
2025
Q1 		$45.2K Buy
+137
New +$48.8K 0.04% 58

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

Fiduciary Wealth Partners's CAT Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 749 shares — an estimated $429K sold.

Fiduciary Wealth Partners first reported a position in CAT in Q1 2025 and held it in 4 quarters. The position peaked at $429K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 749 Caterpillar shares in Q1 2026, an estimated $429K.
  • Fiduciary Wealth Partners first reported a position in Caterpillar in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Caterpillar position peaked at $429K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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