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Meadow Creek Wealth Advisors’s Caterpillar CAT Stock Holding History

Meadow Creek Wealth Advisors’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 		$998K Sell
1,409
-85
-6% -$58.9K 0.65% 35
2025
Q4 		$856K Sell
1,494
-9
-0.6% -$5K 0.55% 38
2025
Q3 		$813K Sell
1,503
-70
-4% -$29.9K 0.54% 39
2025
Q2 		$611K Sell
1,573
-35
-2% -$11.7K 0.41% 53
2025
Q1 		$530K Buy
1,608
+5
+0.3% +$1.78K 0.4% 56
2024
Q4 		$582K Buy
1,603
+5
+0.3% +$1.94K 0.42% 49
2024
Q3 		$625K Sell
1,598
-15
-0.9% -$5.18K 0.5% 44
2024
Q2 		$537K Sell
1,613
-31
-2% -$10.7K 0.51% 47
2024
Q1 		$602K Sell
1,644
-55
-3% -$17.6K 0.42% 54
2023
Q4 		$502K Buy
+1,699
New +$441K 0.49% 48
2022
Q3 		$303K Hold
1,845
– – 0.4% 65
2022
Q2 		$330K Hold
1,845
– – 0.41% 66
2022
Q1 		$411K Sell
1,845
-975
-35% -$204K 0.45% 65
2021
Q4 		$583K Buy
+2,820
New +$568K 0.55% 39
2019
Q4 		$227K Buy
+1,534
New +$214K 0.31% 84

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

Meadow Creek Wealth Advisors's CAT Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Caterpillar (CAT) stake by 5.7% in Q1 2026, selling an estimated $58.9K and leaving 1,409 shares worth $998K. The position accounts for 0.65% of the portfolio, ranked #35.

Meadow Creek Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 15 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Meadow Creek Wealth Advisors held 1,409 shares of Caterpillar worth $998K as of Q1 2026.
  • Meadow Creek Wealth Advisors sold 85 Caterpillar shares in Q1 2026, an estimated $58.9K.
  • Caterpillar made up 0.65% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Meadow Creek Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 15 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.