JSW
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Journey Strategic Wealth’s Caterpillar CAT Stock Holding History

Journey Strategic 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 		$3.66M Buy
5,170
+226
+5% +$157K 0.09% 65
2025
Q4 		$2.83M Sell
4,944
-107
-2% -$59.5K 0.07% 74
2025
Q3 		$2.41M Sell
5,051
-97
-2% -$41.4K 0.07% 80
2025
Q2 		$2M Buy
5,148
+1,509
+41% +$503K 0.06% 93
2025
Q1 		$1.2M Sell
3,639
-28
-0.8% -$9.97K 0.04% 114
2024
Q4 		$1.33M Sell
3,667
-115
-3% -$44.6K 0.05% 97
2024
Q3 		$1.48M Buy
3,782
+733
+24% +$253K 0.05% 93
2024
Q2 		$1.02M Buy
3,049
+1,091
+56% +$378K 0.04% 89
2024
Q1 		$718K Buy
1,958
+1,036
+112% +$331K 0.03% 101
2023
Q4 		$273K Buy
+922
New +$239K 0.01% 152
2023
Q2 		– Sell
-1,811
Closed -$415K – 214
2023
Q1 		$415K Sell
1,811
-63
-3% -$15.2K 0.04% 122
2022
Q4 		$449K Buy
1,874
+96
+5% +$20.9K 0.05% 108
2022
Q3 		$293K Buy
+1,778
New +$325K 0.04% 107
2022
Q2 		– Sell
-1,648
Closed -$367K – 142
2022
Q1 		$367K Buy
1,648
+98
+6% +$20.6K 0.04% 82
2021
Q4 		$320K Buy
+1,550
New +$312K 0.03% 115

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

Journey Strategic Wealth's CAT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Caterpillar (CAT) stake by 4.6% in Q1 2026, buying an estimated $157K and bringing the position to 5,170 shares worth $3.66M. The position accounts for 0.09% of the portfolio, ranked #65.

Journey Strategic Wealth first reported a position in CAT in Q4 2021 and has held it in 15 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Journey Strategic Wealth held 5,170 shares of Caterpillar worth $3.66M as of Q1 2026.
  • Journey Strategic Wealth bought 226 Caterpillar shares in Q1 2026, an estimated $157K.
  • Caterpillar made up 0.09% of Journey Strategic Wealth's portfolio in Q1 2026, its #65 holding.
  • Journey Strategic Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 15 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.