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High Note Wealth’s Caterpillar CAT Stock Holding History

High Note Wealth’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 		$148K Buy
209
+10
+5% +$6.93K 0.03% 126
2025
Q4 		$114K Buy
199
+35
+21% +$19.5K 0.02% 133
2025
Q3 		$78.3K Buy
164
+2
+1% +$854 0.02% 157
2025
Q2 		$62.9K Sell
162
-2
-1% -$667 0.01% 163
2025
Q1 		$54.1K Hold
164
– – 0.01% 165
2024
Q4 		$59.5K Buy
+164
New +$63.6K 0.02% 160

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

High Note Wealth's CAT Position: Q1 2026 in Review

High Note Wealth increased its Caterpillar (CAT) stake by 5% in Q1 2026, buying an estimated $6.93K and bringing the position to 209 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #126.

High Note Wealth first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • High Note Wealth held 209 shares of Caterpillar worth $148K as of Q1 2026.
  • High Note Wealth bought 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #126 holding.
  • High Note Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.