Focus Partners Wealth
CAT icon

Focus Partners Wealth’s Caterpillar CAT Stock Holding History

Focus Partners 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 		$240M Sell
338,031
-57,610
-15% -$39.9M 0.27% 83
2025
Q4 		$227M Buy
395,641
+77,742
+24% +$43.2M 0.26% 81
2025
Q3 		$151M Buy
317,899
+8,065
+3% +$3.44M 0.24% 77
2025
Q2 		$120M Buy
309,834
+18,822
+6% +$6.27M 0.26% 75
2025
Q1 		$96M Buy
291,012
+20,754
+8% +$7.39M 0.24% 88
2024
Q4 		$98M Buy
270,258
+29,431
+12% +$11.4M 0.25% 82
2024
Q3 		$94.2M Sell
240,827
-164,625
-41% -$56.9M 0.3% 71
2024
Q2 		$138M Buy
405,452
+386,176
+2,003% +$134M 0.46% 52
2024
Q1 		$7.06M Buy
19,276
+11,798
+158% +$3.77M 0.06% 257
2023
Q4 		$2.21M Buy
+7,478
New +$1.94M 0.03% 338

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

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

Focus Partners Wealth reduced its Caterpillar (CAT) stake by 15% in Q1 2026, selling an estimated $39.9M and leaving 338,031 shares worth $240M. The position accounts for 0.27% of the portfolio, ranked #83.

Focus Partners Wealth first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Focus Partners Wealth held 338,031 shares of Caterpillar worth $240M as of Q1 2026.
  • Focus Partners Wealth sold 57,610 Caterpillar shares in Q1 2026, an estimated $39.9M.
  • Caterpillar made up 0.27% of Focus Partners Wealth's portfolio in Q1 2026, its #83 holding.
  • Focus Partners Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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