KWM
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Kassira Wealth Management’s Caterpillar CAT Stock Holding History

Kassira Wealth Management’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 		– Sell
-462
Closed -$265K – 63
2025
Q4 		$265K Buy
462
+2
+0.4% +$1.11K 0.25% 47
2025
Q3 		$219K Buy
+460
New +$196K 0.21% 52

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kassira Wealth Management's CAT Position: Q1 2026 in Review

Kassira Wealth Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 462 shares — an estimated $265K sold.

Kassira Wealth Management first reported a position in CAT in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q4 2025. 3,760 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kassira Wealth Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Kassira Wealth Management sold 462 Caterpillar shares in Q1 2026, an estimated $265K.
  • Kassira Wealth Management first reported a position in Caterpillar in Q3 2025 and held it in 2 quarters.
  • Kassira Wealth Management's Caterpillar position peaked at $265K in Q4 2025.
  • 3,760 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kassira Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.