MWM
CAT icon

Manske Wealth Management’s Caterpillar CAT Stock Holding History

Manske 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 		$618K Sell
873
-28
-3% -$19.4K 0.17% 103
2025
Q4 		$516K Buy
901
+79
+10% +$43.9K 0.15% 111
2025
Q3 		$392K Buy
822
+5
+0.6% +$2.13K 0.12% 134
2025
Q2 		$317K Buy
817
+33
+4% +$11K 0.1% 140
2025
Q1 		$259K Buy
+784
New +$279K 0.1% 153

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

Manske Wealth Management's CAT Position: Q1 2026 in Review

Manske Wealth Management reduced its Caterpillar (CAT) stake by 3.1% in Q1 2026, selling an estimated $19.4K and leaving 873 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #103.

Manske Wealth Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Manske Wealth Management held 873 shares of Caterpillar worth $618K as of Q1 2026.
  • Manske Wealth Management sold 28 Caterpillar shares in Q1 2026, an estimated $19.4K.
  • Caterpillar made up 0.17% of Manske Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Manske Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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