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Liberty Square Wealth Partners’s Caterpillar CAT Stock Holding History

Liberty Square Wealth Partners’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 		$1.12M Sell
1,585
-51
-3% -$35.3K 0.31% 40
2025
Q4 		$937K Hold
1,636
– – 0.27% 49
2025
Q3 		$781K Hold
1,636
– – 0.24% 59
2025
Q2 		$635K Hold
1,636
– – 0.22% 65
2025
Q1 		$540K Buy
1,636
+90
+6% +$32.1K 0.21% 74
2024
Q4 		$546K Buy
+1,546
New +$600K 0.2% 74

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

Liberty Square Wealth Partners's CAT Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Caterpillar (CAT) stake by 3.1% in Q1 2026, selling an estimated $35.3K and leaving 1,585 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #40.

Liberty Square Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Liberty Square Wealth Partners held 1,585 shares of Caterpillar worth $1.12M as of Q1 2026.
  • Liberty Square Wealth Partners sold 51 Caterpillar shares in Q1 2026, an estimated $35.3K.
  • Caterpillar made up 0.31% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #40 holding.
  • Liberty Square Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.