GSWA
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Good Steward Wealth Advisors’s Caterpillar CAT Stock Holding History

Good Steward Wealth Advisors’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 		$639K Sell
902
-70
-7% -$48.5K 0.41% 34
2025
Q4 		$557K Sell
972
-45
-4% -$25K 0.37% 33
2025
Q3 		$485K Buy
1,017
+4
+0.4% +$1.71K 0.34% 34
2025
Q2 		$393K Buy
1,013
+5
+0.5% +$1.67K 0.31% 53
2025
Q1 		$332K Buy
+1,008
New +$359K 0.3% 85

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

Good Steward Wealth Advisors's CAT Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its Caterpillar (CAT) stake by 7.2% in Q1 2026, selling an estimated $48.5K and leaving 902 shares worth $639K. The position accounts for 0.41% of the portfolio, ranked #34.

Good Steward Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Good Steward Wealth Advisors held 902 shares of Caterpillar worth $639K as of Q1 2026.
  • Good Steward Wealth Advisors sold 70 Caterpillar shares in Q1 2026, an estimated $48.5K.
  • Caterpillar made up 0.41% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Good Steward Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.