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Leo Wealth LLC’s Caterpillar CAT Stock Holding History

Leo Wealth LLC’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 		$1.08M Buy
1,531
+27
+2% +$18.7K 0.08% 174
2025
Q4 		$861K Buy
+1,504
New +$836K 0.06% 198
2025
Q3 		– Sell
-1,299
Closed -$504K – 308
2025
Q2 		$504K Buy
+1,299
New +$433K 0.04% 229
2025
Q1 		– Sell
-1,293
Closed -$469K – 288
2024
Q4 		$469K Sell
1,293
-97
-7% -$37.6K 0.04% 241
2024
Q3 		$544K Sell
1,390
-223
-14% -$77K 0.05% 212
2024
Q2 		$532K Sell
1,613
-2,056
-56% -$713K 0.05% 211
2024
Q1 		$1.34M Buy
3,669
+23
+0.6% +$7.35K 0.14% 119
2023
Q4 		$1.21M Buy
+3,646
New +$946K 0.13% 124

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

Leo Wealth LLC's CAT Position: Q1 2026 in Review

Leo Wealth LLC increased its Caterpillar (CAT) stake by 1.8% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,531 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #174.

Leo Wealth LLC first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Leo Wealth LLC held 1,531 shares of Caterpillar worth $1.08M as of Q1 2026.
  • Leo Wealth LLC bought 27 Caterpillar shares in Q1 2026, an estimated $18.7K.
  • Caterpillar made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #174 holding.
  • Leo Wealth LLC first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • Leo Wealth LLC's Caterpillar position peaked at $1.34M in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.