MWM
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Maridea Wealth Management’s Caterpillar CAT Stock Holding History

Maridea 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 		$490K Sell
691
-1,254
-64% -$869K 0.07% 257
2025
Q4 		$1.11M Buy
1,945
+1,506
+343% +$837K 0.17% 143
2025
Q3 		$233K Buy
+439
New +$187K 0.04% 376

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

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

Maridea Wealth Management reduced its Caterpillar (CAT) stake by 64% in Q1 2026, selling an estimated $869K and leaving 691 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #257.

Maridea Wealth Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Maridea Wealth Management held 691 shares of Caterpillar worth $490K as of Q1 2026.
  • Maridea Wealth Management sold 1,254 Caterpillar shares in Q1 2026, an estimated $869K.
  • Caterpillar made up 0.07% of Maridea Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Maridea Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Caterpillar position peaked at $1.11M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.