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Marks Group Wealth Management’s Caterpillar CAT Stock Holding History

Marks Group 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 		$1.7M Sell
2,394
-158
-6% -$109K 0.16% 147
2025
Q4 		$1.46M Buy
2,552
+264
+12% +$147K 0.14% 155
2025
Q3 		$1.09M Buy
2,288
+173
+8% +$73.9K 0.1% 167
2025
Q2 		$821K Buy
2,115
+21
+1% +$7K 0.08% 192
2025
Q1 		$691K Sell
2,094
-117
-5% -$41.7K 0.07% 210
2024
Q4 		$802K Buy
2,211
+161
+8% +$62.4K 0.08% 186
2024
Q3 		$802K Sell
2,050
-184
-8% -$63.5K 0.08% 186
2024
Q2 		$744K Hold
2,234
– – 0.08% 189
2024
Q1 		$819K Hold
2,234
– – 0.09% 180
2023
Q4 		$661K Buy
2,234
+86
+4% +$22.3K 0.08% 192
2023
Q3 		$586K Buy
2,148
+400
+23% +$109K 0.07% 196
2023
Q2 		$430K Hold
1,748
– – 0.05% 221
2023
Q1 		$400K Hold
1,748
– – 0.05% 224
2022
Q4 		$419K Hold
1,748
– – 0.06% 219
2022
Q3 		$287K Sell
1,748
-247
-12% -$45.1K 0.04% 240
2022
Q2 		$357K Buy
1,995
+51
+3% +$10.7K 0.05% 231
2022
Q1 		$433K Buy
1,944
+154
+9% +$32.3K 0.05% 246
2021
Q4 		$368K Buy
1,790
+698
+64% +$141K 0.04% 255
2021
Q3 		$210K Buy
+1,092
New +$227K 0.03% 277
2021
Q2 		– Sell
-945
Closed -$215K – 272
2021
Q1 		$215K Sell
945
-978
-51% -$202K 0.03% 235
2020
Q4 		$350K Sell
1,923
-294
-13% -$49.9K 0.05% 195
2020
Q3 		$331K Buy
2,217
+41
+2% +$5.76K 0.06% 195
2020
Q2 		$275K Buy
+2,176
New +$258K 0.06% 200

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

Marks Group Wealth Management's CAT Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Caterpillar (CAT) stake by 6.2% in Q1 2026, selling an estimated $109K and leaving 2,394 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #147.

Marks Group Wealth Management first reported a position in CAT in Q2 2020 and has held it in 23 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Marks Group Wealth Management held 2,394 shares of Caterpillar worth $1.7M as of Q1 2026.
  • Marks Group Wealth Management sold 158 Caterpillar shares in Q1 2026, an estimated $109K.
  • Caterpillar made up 0.16% of Marks Group Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Marks Group Wealth Management first reported a position in Caterpillar in Q2 2020 and has held it in 23 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.