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GWN Securities’s Caterpillar CAT Stock Holding History

GWN Securities’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 		$1.26M Buy
1,782
+179
+11% +$124K 0.24% 108
2025
Q4 		$919K Buy
1,603
+71
+5% +$39.5K 0.19% 134
2025
Q3 		$738K Buy
1,532
+51
+3% +$21.8K 0.17% 149
2025
Q2 		$578K Sell
1,481
-18,374
-93% -$6.12M 0.11% 185
2025
Q1 		$6.87M Buy
19,855
+16,999
+595% +$6.06M 0.39% 57
2024
Q4 		$1.16M Buy
+2,856
New +$1.11M 0.31% 76

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

GWN Securities's CAT Position: Q1 2026 in Review

GWN Securities increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $124K and bringing the position to 1,782 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #108.

GWN Securities first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.87M in Q1 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • GWN Securities held 1,782 shares of Caterpillar worth $1.26M as of Q1 2026.
  • GWN Securities bought 179 Caterpillar shares in Q1 2026, an estimated $124K.
  • Caterpillar made up 0.24% of GWN Securities's portfolio in Q1 2026, its #108 holding.
  • GWN Securities first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Caterpillar position peaked at $6.87M in Q1 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.