MW
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Maia Wealth’s Caterpillar CAT Stock Holding History

Maia Wealth’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 		$389K Sell
550
-28
-5% -$19.4K 0.07% 254
2025
Q4 		$438K Buy
578
+26
+5% +$14.5K 0.07% 233
2025
Q3 		$315K Sell
552
-47
-8% -$20.1K 0.05% 270
2025
Q2 		$233K Buy
+599
New +$200K 0.04% 289
2025
Q1 		– Sell
-625
Closed -$247K – 302
2024
Q4 		$247K Buy
+625
New +$242K 0.05% 262

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

Maia Wealth's CAT Position: Q1 2026 in Review

Maia Wealth reduced its Caterpillar (CAT) stake by 4.8% in Q1 2026, selling an estimated $19.4K and leaving 550 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #254.

Maia Wealth first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Maia Wealth held 550 shares of Caterpillar worth $389K as of Q1 2026.
  • Maia Wealth sold 28 Caterpillar shares in Q1 2026, an estimated $19.4K.
  • Caterpillar made up 0.07% of Maia Wealth's portfolio in Q1 2026, its #254 holding.
  • Maia Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • Maia Wealth's Caterpillar position peaked at $438K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.