LWM
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Liberty Wealth Management’s Caterpillar CAT Stock Holding History

Liberty 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
2026
Q1 		$817K Sell
1,153
-235
-17% -$163K 0.1% 113
2025
Q4 		$795K Sell
1,388
-54
-4% -$30K 0.1% 101
2025
Q3 		$688K Buy
1,442
+22
+2% +$9.39K 0.1% 109
2025
Q2 		$551K Buy
1,420
+491
+53% +$164K 0.09% 118
2025
Q1 		$307K Buy
929
+35
+4% +$12.5K 0.06% 118
2024
Q4 		$324K Sell
894
-201
-18% -$78K 0.05% 157
2024
Q3 		$428K Sell
1,095
-19,299
-95% -$6.66M 0.07% 128
2024
Q2 		$346K Buy
20,394
+19,222
+1,640% +$6.67M 0.06% 137
2024
Q1 		$429K Sell
1,172
-54
-4% -$17.3K 0.08% 113
2023
Q4 		$392K Buy
1,226
+86
+8% +$22.3K 0.08% 114
2023
Q3 		$311K Sell
1,140
-32
-3% -$8.68K 0.08% 126
2023
Q2 		$288K Sell
1,172
-206
-15% -$45.9K 0.07% 140
2023
Q1 		$317K Buy
+1,378
New +$333K 0.07% 166
2021
Q4 		– Sell
-396
Closed -$77K – 300
2021
Q3 		$77K Sell
396
-12
-3% -$2.5K 0.03% 336
2021
Q2 		$89K Buy
408
+48
+13% +$11.1K 0.03% 222
2021
Q1 		$66K Hold
360
– – 0.03% 236
2020
Q4 		$66K Buy
360
+61
+20% +$10.3K 0.03% 233
2020
Q3 		$45K Hold
299
– – 0.03% 249
2020
Q2 		$38K Buy
299
+1
+0.3% +$119 0.03% 259
2020
Q1 		$35K Buy
298
+1
+0.3% +$128 0.03% 254
2019
Q4 		$44K Buy
297
+1
+0.3% +$140 0.03% 269
2019
Q3 		$38K Sell
296
-181
-38% -$23K 0.04% 276
2019
Q2 		$65K Sell
477
-59
-11% -$7.8K 0.06% 211
2019
Q1 		$72K Buy
536
+10
+2% +$1.33K 0.05% 170
2018
Q4 		$66K Buy
+526
New +$68.4K 0.05% 168

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 Wealth Management's CAT Position: Q1 2026 in Review

Liberty Wealth Management reduced its Caterpillar (CAT) stake by 17% in Q1 2026, selling an estimated $163K and leaving 1,153 shares worth $817K. The position accounts for 0.1% of the portfolio, ranked #113.

Liberty Wealth Management first reported a position in CAT in Q4 2018 and has held it in 25 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Liberty Wealth Management held 1,153 shares of Caterpillar worth $817K as of Q1 2026.
  • Liberty Wealth Management sold 235 Caterpillar shares in Q1 2026, an estimated $163K.
  • Caterpillar made up 0.1% of Liberty Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Liberty Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 25 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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