GWP
CAT icon

Gateway Wealth Partners’s Caterpillar CAT Stock Holding History

Gateway 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 		$7.69M Buy
10,852
+6,240
+135% +$4.32M 0.3% 94
2025
Q4 		$2.64M Sell
4,612
-107
-2% -$59.5K 0.29% 96
2025
Q3 		$2.25M Buy
4,719
+546
+13% +$233K 0.3% 89
2025
Q2 		$1.62M Buy
4,173
+394
+10% +$131K 0.31% 91
2025
Q1 		$1.25M Buy
3,779
+117
+3% +$41.7K 0.28% 95
2024
Q4 		$1.33M Sell
3,662
-144
-4% -$55.8K 0.34% 70
2024
Q3 		$1.49M Buy
3,806
+138
+4% +$47.7K 0.41% 61
2024
Q2 		$1.22M Buy
3,668
+84
+2% +$29.1K 0.37% 70
2024
Q1 		$1.31M Sell
3,584
-47
-1% -$15K 0.47% 60
2023
Q4 		$1.07M Sell
3,631
-8,354
-70% -$2.17M 0.43% 57
2023
Q3 		$3.27M Buy
11,985
+562
+5% +$152K 0.59% 37
2023
Q2 		$2.81M Buy
11,423
+123
+1% +$27.4K 0.5% 43
2023
Q1 		$2.59M Buy
11,300
+402
+4% +$97.2K 0.4% 45
2022
Q4 		$2.61M Buy
+10,898
New +$2.37M 0.45% 41

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

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

Gateway Wealth Partners increased its Caterpillar (CAT) stake by 135% in Q1 2026, buying an estimated $4.32M and bringing the position to 10,852 shares worth $7.69M. The position accounts for 0.3% of the portfolio, ranked #94.

Gateway Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gateway Wealth Partners held 10,852 shares of Caterpillar worth $7.69M as of Q1 2026.
  • Gateway Wealth Partners bought 6,240 Caterpillar shares in Q1 2026, an estimated $4.32M.
  • Caterpillar made up 0.3% of Gateway Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • Gateway Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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