KWM
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Kingsview Wealth Management’s Caterpillar CAT Stock Holding History

Kingsview 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
2018
Q1 		– Sell
-400
Closed -$4K – 371
2017
Q4 		$4K Buy
+400
New +$55.5K ﹤0.01% 341
2017
Q3 		– Sell
-200
Closed -$2K – 368
2017
Q2 		$2K Buy
+200
New +$20.3K ﹤0.01% 312

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

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

Kingsview Wealth Management increased its Caterpillar (CAT) stake by 10% in Q1 2026, buying an estimated $817K and bringing the position to 12,767 shares worth $9.04M. The position accounts for 0.12% of the portfolio, ranked #144.

Kingsview Wealth Management first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kingsview Wealth Management held 12,767 shares of Caterpillar worth $9.04M as of Q1 2026.
  • Kingsview Wealth Management bought 1,180 Caterpillar shares in Q1 2026, an estimated $817K.
  • Caterpillar made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Kingsview Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.