FH
CAT icon

FWG Holdings’s Caterpillar CAT Stock Holding History

FWG Holdings’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 		$2.31M Sell
3,200
-508
-14% -$352K 0.87% 24
2025
Q4 		$2.44M Buy
3,708
+1,018
+38% +$566K 0.93% 22
2025
Q3 		$1.57M Buy
2,690
+82
+3% +$35K 0.68% 25
2025
Q2 		$1.13M Buy
2,608
+59
+2% +$19.7K 0.53% 34
2025
Q1 		$783K Sell
2,549
-106
-4% -$37.8K 0.39% 45
2024
Q4 		$960K Buy
2,655
+219
+9% +$84.9K 0.46% 36
2024
Q3 		$952K Sell
2,436
-205
-8% -$70.8K 0.47% 33
2024
Q2 		$909K Buy
2,641
+333
+14% +$115K 0.46% 36
2024
Q1 		$812K Buy
2,308
+317
+16% +$101K 0.44% 38
2023
Q4 		$582K Buy
1,991
+1,214
+156% +$315K 0.35% 44
2023
Q3 		$209K Buy
+777
New +$211K 0.14% 92
2021
Q3 		– Sell
-920
Closed -$200K – 88
2021
Q2 		$200K Buy
+920
New +$212K 0.18% 87

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

FWG Holdings's CAT Position: Q1 2026 in Review

FWG Holdings reduced its Caterpillar (CAT) stake by 14% in Q1 2026, selling an estimated $352K and leaving 3,200 shares worth $2.31M. The position accounts for 0.87% of the portfolio, ranked #24.

FWG Holdings first reported a position in CAT in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.44M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • FWG Holdings held 3,200 shares of Caterpillar worth $2.31M as of Q1 2026.
  • FWG Holdings sold 508 Caterpillar shares in Q1 2026, an estimated $352K.
  • Caterpillar made up 0.87% of FWG Holdings's portfolio in Q1 2026, its #24 holding.
  • FWG Holdings first reported a position in Caterpillar in Q2 2021 and has held it in 12 quarters since.
  • FWG Holdings's Caterpillar position peaked at $2.44M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.