King Wealth Management Group’s Caterpillar CAT Stock Holding History

King Wealth Management Group’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	$2.51M	Buy	3,537 +82	+2%	+$56.8K	0.31%	44
2025 Q4	$1.98M	Sell	3,455 -31	-0.9%	-$17.2K	0.24%	46
2025 Q3	$1.66M	Buy	3,486 +9	+0.3%	+$3.84K	0.21%	46
2025 Q2	$1.35M	Buy	3,477 +2	+0.1%	+$667	0.18%	52
2025 Q1	$1.15M	Buy	3,475 +157	+5%	+$55.9K	0.17%	56
2024 Q4	$1.2M	Buy	3,318 +86	+3%	+$33.4K	0.18%	55
2024 Q3	$1.26M	Buy	3,232 +14	+0.4%	+$4.83K	0.2%	53
2024 Q2	$1.07M	Buy	3,218 +31	+1%	+$10.7K	0.18%	58
2024 Q1	$1.17M	Buy	3,187 +47	+1%	+$15K	0.2%	53
2023 Q4	$928K	Sell	3,140 -4	-0.1%	-$1.04K	0.18%	60
2023 Q3	$858K	Sell	3,144 -9	-0.3%	-$2.44K	0.18%	58
2023 Q2	$776K	Sell	3,153 -43	-1%	-$9.59K	0.16%	63
2023 Q1	$731K	Sell	3,196 -18	-0.6%	-$4.35K	0.16%	62
2022 Q4	$770K	Sell	3,214 -89	-3%	-$19.4K	0.18%	64
2022 Q3	$542K	Buy	3,303 +2	+0.1%	+$365	0.14%	75
2022 Q2	$590K	Buy	3,301 +29	+0.9%	+$6.11K	0.14%	73
2022 Q1	$729K	Buy	3,272 +2	+0.1%	+$419	0.14%	75
2021 Q4	$676K	Buy	3,270 +21	+0.6%	+$4.23K	0.13%	83
2021 Q3	$624K	Buy	3,249 +42	+1%	+$8.75K	0.13%	86
2021 Q2	$698K	Sell	3,207 -8	-0.2%	-$1.85K	0.14%	80
2021 Q1	$746K	Sell	3,215 -499	-13%	-$103K	0.17%	76
2020 Q4	$676K	Sell	3,714 -82	-2%	-$13.9K	0.16%	76
2020 Q3	$566K	Sell	3,796 -44	-1%	-$6.18K	0.15%	79
2020 Q2	$486K	Sell	3,840 -17	-0.4%	-$2.02K	0.14%	81
2020 Q1	$448K	Sell	3,857 -155	-4%	-$19.8K	0.19%	66
2019 Q4	$592K	Sell	4,012 -107	-3%	-$14.9K	0.16%	61
2019 Q3	$520K	Buy	4,119 +3	+0.1%	+$381	0.15%	66
2019 Q2	$561K	Buy	4,116 +2	+0%	+$264	0.17%	64
2019 Q1	$557K	Buy	4,114 +2	+0%	+$266	0.17%	65
2018 Q4	$523K	Buy	4,112 +102	+3%	+$13.3K	0.19%	62
2018 Q3	$612K	Buy	4,010 +76	+2%	+$10.8K	0.19%	60
2018 Q2	$534K	Buy	3,934 +101	+3%	+$15.1K	0.18%	61
2018 Q1	$565K	Sell	3,833 -179	-4%	-$28.3K	0.2%	60
2017 Q4	$632K	Hold	4,012	–	–	0.22%	61
2017 Q3	$500K	Sell	4,012 -136	-3%	-$15.7K	0.19%	68
2017 Q2	$446K	Buy	4,148 +1	+0%	+$102	0.18%	77
2017 Q1	$385K	Buy	4,147 +81	+2%	+$7.67K	0.16%	80
2016 Q4	$377K	Buy	4,066 +1,305	+47%	+$118K	0.17%	77
2016 Q3	$245K	Buy	2,761 +42	+2%	+$3.44K	0.12%	99
2016 Q2	$206K	Sell	2,719 -1,089	-29%	-$81.6K	0.11%	101
2016 Q1	$291K	Buy	+3,808	New	+$255K	0.16%	74
2015 Q3	–	Sell	-2,596	Closed	-$220K	–	109
2015 Q2	$220K	Hold	2,596	–	–	0.12%	102
2015 Q1	$208K	Sell	2,596 -1,559	-38%	-$130K	0.12%	102
2014 Q4	$380K	Buy	4,155 +1,254	+43%	+$122K	0.2%	73
2014 Q3	$287K	Buy	2,901 +12	+0.4%	+$1.27K	0.18%	78
2014 Q2	$314K	Sell	2,889 -39	-1%	-$4.09K	0.19%	75
2014 Q1	$291K	Buy	2,928 +158	+6%	+$14.9K	0.2%	73
2013 Q4	$252K	Buy	+2,770	New	+$237K	0.14%	104

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

King Wealth Management Group's CAT Position: Q1 2026 in Review

King Wealth Management Group increased its Caterpillar (CAT) stake by 2.4% in Q1 2026, buying an estimated $56.8K and bringing the position to 3,537 shares worth $2.51M. The position accounts for 0.31% of the portfolio, ranked #44.

King Wealth Management Group first reported a position in CAT in Q4 2013 and has held it in 48 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

King Wealth Management Group held 3,537 shares of Caterpillar worth $2.51M as of Q1 2026.
King Wealth Management Group bought 82 Caterpillar shares in Q1 2026, an estimated $56.8K.
Caterpillar made up 0.31% of King Wealth Management Group's portfolio in Q1 2026, its #44 holding.
King Wealth Management Group first reported a position in Caterpillar in Q4 2013 and has held it in 48 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.