GWANC
CAT icon

Guardian Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.91M Sell
4,102
-8
-0.2% -$5.54K 0.18% 80
2025
Q4 		$2.35M Sell
4,110
-37
-0.9% -$20.6K 0.15% 90
2025
Q3 		$1.98M Buy
4,147
+6
+0.1% +$2.56K 0.13% 103
2025
Q2 		$1.61M Buy
4,141
+86
+2% +$28.7K 0.11% 105
2025
Q1 		$1.34M Buy
4,055
+1,239
+44% +$441K 0.11% 105
2024
Q4 		$1.02M Buy
2,816
+796
+39% +$309K 0.08% 128
2024
Q3 		$790K Buy
2,020
+9
+0.4% +$3.11K 0.08% 124
2024
Q2 		$670K Sell
2,011
-52
-3% -$18K 0.08% 130
2024
Q1 		$756K Sell
2,063
-42
-2% -$13.4K 0.09% 120
2023
Q4 		$622K Sell
2,105
-106
-5% -$27.5K 0.09% 115
2023
Q3 		$604K Buy
2,211
+51
+2% +$13.8K 0.1% 109
2023
Q2 		$531K Sell
2,160
-5
-0.2% -$1.11K 0.09% 116
2023
Q1 		$496K Buy
2,165
+91
+4% +$22K 0.09% 116
2022
Q4 		$497K Buy
2,074
+143
+7% +$31.1K 0.1% 113
2022
Q3 		$317K Buy
1,931
+455
+31% +$83.1K 0.06% 140
2022
Q2 		$264K Sell
1,476
-237
-14% -$49.9K 0.05% 158
2022
Q1 		$382K Buy
+1,713
New +$359K 0.16% 106

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

Guardian Wealth Advisors (North Carolina)'s CAT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Caterpillar (CAT) stake by 0.19% in Q1 2026, selling an estimated $5.54K and leaving 4,102 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #80.

Guardian Wealth Advisors (North Carolina) first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,102 shares of Caterpillar worth $2.91M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #80 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.