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
2021 Q4	–	Sell	-100	Closed	-$1K	–	964
2021 Q3	$1K	Buy	+100	New	+$20.8K	﹤0.01%	872
2020 Q2	–	Sell	-1,200	Closed	-$3K	–	614
2020 Q1	$3K	Buy	+1,200	New	+$153K	﹤0.01%	473
2018 Q3	–	Sell	-600	Closed	-$2K	–	415
2018 Q2	$2K	Buy	+600	New	+$89.7K	﹤0.01%	350
2017 Q3	–	Sell	-1,100	Closed	-$1K	–	369
2017 Q2	$1K	Buy	+1,100	New	+$112K	﹤0.01%	326

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

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.