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Madison Wealth Partners’s Caterpillar CAT Stock Holding History

Madison 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 		$911K Buy
1,286
+370
+40% +$256K 0.15% 71
2025
Q4 		$525K Buy
916
+53
+6% +$29.5K 0.1% 94
2025
Q3 		$412K Hold
863
– – 0.08% 100
2025
Q2 		$335K Hold
863
– – 0.07% 117
2025
Q1 		$285K Sell
863
-25
-3% -$8.9K 0.07% 119
2024
Q4 		$322K Hold
888
– – 0.09% 112
2024
Q3 		$347K Hold
888
– – 0.1% 102
2024
Q2 		$296K Hold
888
– – 0.1% 98
2024
Q1 		$325K Sell
888
-40
-4% -$12.8K 0.12% 88
2023
Q4 		$274K Buy
928
+195
+27% +$50.6K 0.11% 96
2023
Q3 		$200K Buy
+733
New +$199K 0.1% 94

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 $336B AUM 34.66% 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

Madison Wealth Partners's CAT Position: Q1 2026 in Review

Madison Wealth Partners increased its Caterpillar (CAT) stake by 40% in Q1 2026, buying an estimated $256K and bringing the position to 1,286 shares worth $911K. The position accounts for 0.15% of the portfolio, ranked #71.

Madison Wealth Partners first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Madison Wealth Partners held 1,286 shares of Caterpillar worth $911K as of Q1 2026.
  • Madison Wealth Partners bought 370 Caterpillar shares in Q1 2026, an estimated $256K.
  • Caterpillar made up 0.15% of Madison Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Madison Wealth Partners first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.