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McKinley Carter Wealth Services’s Caterpillar CAT Stock Holding History

McKinley Carter Wealth Services’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 		$6.81M Sell
9,613
-296
-3% -$205K 0.39% 65
2025
Q4 		$5.68M Sell
9,909
-146
-1% -$81.1K 0.32% 72
2025
Q3 		$4.8M Sell
10,055
-252
-2% -$108K 0.25% 74
2025
Q2 		$4M Buy
10,307
+1,247
+14% +$416K 0.22% 79
2025
Q1 		$2.99M Sell
9,060
-94
-1% -$33.5K 0.18% 85
2024
Q4 		$3.32M Sell
9,154
-180
-2% -$69.8K 0.2% 81
2024
Q3 		$3.65M Sell
9,334
-9
-0.1% -$3.11K 0.22% 81
2024
Q2 		$3.11M Sell
9,343
-98
-1% -$34K 0.2% 87
2024
Q1 		$3.46M Sell
9,441
-184
-2% -$58.8K 0.23% 79
2023
Q4 		$2.85M Buy
9,625
+153
+2% +$39.7K 0.21% 89
2023
Q3 		$2.59M Sell
9,472
-352
-4% -$95.5K 0.21% 89
2023
Q2 		$2.42M Buy
9,824
+162
+2% +$36.1K 0.18% 94
2023
Q1 		$2.21M Buy
9,662
+146
+2% +$35.3K 0.17% 98
2022
Q4 		$2.28M Buy
9,516
+260
+3% +$56.6K 0.19% 93
2022
Q3 		$1.52M Buy
9,256
+72
+0.8% +$13.2K 0.14% 105
2022
Q2 		$1.64M Buy
9,184
+312
+4% +$65.8K 0.15% 105
2022
Q1 		$1.98M Buy
8,872
+25
+0.3% +$5.24K 0.15% 101
2021
Q4 		$1.83M Buy
8,847
+421
+5% +$84.8K 0.14% 113
2021
Q3 		$1.62M Sell
8,426
-428
-5% -$89.1K 0.13% 114
2021
Q2 		$1.93M Buy
8,854
+15
+0.2% +$3.46K 0.16% 103
2021
Q1 		$2.05M Buy
8,839
+289
+3% +$59.8K 0.18% 106
2020
Q4 		$1.56M Sell
8,550
-225
-3% -$38.2K 0.2% 102
2020
Q3 		$1.31M Buy
8,775
+474
+6% +$66.6K 0.29% 67
2020
Q2 		$1.05M Buy
8,301
+288
+4% +$34.1K 0.26% 68
2020
Q1 		$930K Sell
8,013
-29
-0.4% -$3.7K 0.28% 68
2019
Q4 		$1.19M Buy
8,042
+477
+6% +$66.6K 0.28% 72
2019
Q3 		$956K Buy
7,565
+4,816
+175% +$612K 0.24% 77
2019
Q2 		$375K Buy
2,749
+12
+0.4% +$1.59K 0.1% 121
2019
Q1 		$371K Sell
2,737
-9,678
-78% -$1.29M 0.1% 116
2018
Q4 		$1.58M Buy
12,415
+421
+4% +$54.8K 0.52% 51
2018
Q3 		$1.83M Buy
11,994
+48
+0.4% +$6.79K 0.54% 50
2018
Q2 		$1.62M Sell
11,946
-348
-3% -$52K 0.52% 52
2018
Q1 		$1.81M Buy
12,294
+20
+0.2% +$3.16K 0.59% 42
2017
Q4 		$1.93M Buy
12,274
+9,788
+394% +$1.36M 0.67% 42
2017
Q3 		$310K Sell
2,486
-500
-17% -$57.6K 0.12% 118
2017
Q2 		$321K Hold
2,986
– – 0.14% 99
2017
Q1 		$277K Sell
2,986
-100
-3% -$9.47K 0.13% 103
2016
Q4 		$286K Hold
3,086
– – 0.14% 99
2016
Q3 		$274K Hold
3,086
– – 0.14% 96
2016
Q2 		$234K Hold
3,086
– – 0.12% 112
2016
Q1 		$236K Sell
3,086
-36
-1% -$2.42K 0.13% 111
2015
Q4 		$212K Hold
3,122
– – 0.12% 108
2015
Q3 		$204K Sell
3,122
-28
-0.9% -$2.14K 0.13% 106
2015
Q2 		$267K Hold
3,150
– – 0.14% 109
2015
Q1 		$252K Buy
3,150
+28
+0.9% +$2.33K 0.16% 96
2014
Q4 		$286K Buy
3,122
+686
+28% +$66.8K 0.22% 81
2014
Q3 		$241K Hold
2,436
– – 0.23% 80
2014
Q2 		$265K Hold
2,436
– – 0.28% 72
2014
Q1 		$242K Sell
2,436
-115
-5% -$10.8K 0.26% 80
2013
Q4 		$232K Sell
2,551
-280
-10% -$23.9K 0.23% 98
2013
Q3 		$236K Buy
2,831
+50
+2% +$4.23K 0.28% 74
2013
Q2 		$229K Buy
+2,781
New +$237K 0.35% 60

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

McKinley Carter Wealth Services's CAT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Caterpillar (CAT) stake by 3% in Q1 2026, selling an estimated $205K and leaving 9,613 shares worth $6.81M. The position accounts for 0.39% of the portfolio, ranked #65.

McKinley Carter Wealth Services first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • McKinley Carter Wealth Services held 9,613 shares of Caterpillar worth $6.81M as of Q1 2026.
  • McKinley Carter Wealth Services sold 296 Caterpillar shares in Q1 2026, an estimated $205K.
  • Caterpillar made up 0.39% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #65 holding.
  • McKinley Carter Wealth Services first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.