Impact Partnership Wealth’s Caterpillar CAT Stock Holding History

Impact Partnership 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	$436K	Sell	615 -31	-5%	-$21.5K	0.05%	221
2025 Q4	$370K	Buy	646 +19	+3%	+$10.6K	0.05%	248
2025 Q3	$299K	Buy	627 +111	+22%	+$47.4K	0.04%	239
2025 Q2	$200K	Buy	+516	New	+$172K	0.04%	277
2024 Q3	–	Sell	-2,143	Closed	-$714K	–	246
2024 Q2	$714K	Buy	2,143 +1,742	+434%	+$604K	0.19%	72
2024 Q1	$147K	Sell	401 -1,283	-76%	-$410K	0.06%	216
2023 Q4	$498K	Buy	1,684 +1,046	+164%	+$271K	0.18%	81
2023 Q3	$174K	Buy	638 +337	+112%	+$91.4K	0.05%	200
2023 Q2	$74.1K	Buy	+301	New	+$67.1K	0.03%	227

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's CAT Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Caterpillar (CAT) stake by 4.8% in Q1 2026, selling an estimated $21.5K and leaving 615 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #221.

Impact Partnership Wealth first reported a position in CAT in Q2 2023 and has held it in 9 quarters since. The position peaked at $714K in Q2 2024. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Impact Partnership Wealth held 615 shares of Caterpillar worth $436K as of Q1 2026.
Impact Partnership Wealth sold 31 Caterpillar shares in Q1 2026, an estimated $21.5K.
Caterpillar made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #221 holding.
Impact Partnership Wealth first reported a position in Caterpillar in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's Caterpillar position peaked at $714K in Q2 2024.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.