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Gibbs Wealth Management’s Caterpillar CAT Stock Holding History

Gibbs Wealth Management’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 		$2M Buy
2,827
+1,607
+132% +$1.11M 0.26% 71
2025
Q4 		$754K Sell
1,220
-398
-25% -$221K 0.18% 132
2025
Q3 		$772K Sell
1,618
-1,044
-39% -$446K 0.17% 143
2025
Q2 		$1.03M Buy
2,662
+585
+28% +$195K 0.2% 117
2025
Q1 		$685K Buy
2,077
+48
+2% +$17.1K 0.17% 144
2024
Q4 		$736K Buy
2,029
+739
+57% +$287K 0.2% 110
2024
Q3 		$505K Buy
1,290
+71
+6% +$24.5K 0.16% 145
2024
Q2 		$406K Buy
1,219
+86
+8% +$29.8K 0.16% 149
2024
Q1 		$415K Buy
+1,133
New +$362K 0.24% 105

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibbs Wealth Management's CAT Position: Q1 2026 in Review

Gibbs Wealth Management increased its Caterpillar (CAT) stake by 132% in Q1 2026, buying an estimated $1.11M and bringing the position to 2,827 shares worth $2M. The position accounts for 0.26% of the portfolio, ranked #71.

Gibbs Wealth Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,772 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gibbs Wealth Management held 2,827 shares of Caterpillar worth $2M as of Q1 2026.
  • Gibbs Wealth Management bought 1,607 Caterpillar shares in Q1 2026, an estimated $1.11M.
  • Caterpillar made up 0.26% of Gibbs Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Gibbs Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,772 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.