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Medallion Wealth Advisors’s Caterpillar CAT Stock Holding History

Medallion 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 		$663K Buy
937
+65
+7% +$45K 0.22% 101
2025
Q4 		$499K Buy
872
+7
+0.8% +$3.89K 0.17% 125
2025
Q3 		$412K Sell
865
-1
-0.1% -$427 0.15% 143
2025
Q2 		$338K Hold
866
– – 0.13% 159
2025
Q1 		$286K Buy
866
+405
+88% +$144K 0.13% 157
2024
Q4 		$163K Buy
+461
New +$179K 0.08% 212

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

Medallion Wealth Advisors's CAT Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Caterpillar (CAT) stake by 7.5% in Q1 2026, buying an estimated $45K and bringing the position to 937 shares worth $663K. The position accounts for 0.22% of the portfolio, ranked #101.

Medallion Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Medallion Wealth Advisors held 937 shares of Caterpillar worth $663K as of Q1 2026.
  • Medallion Wealth Advisors bought 65 Caterpillar shares in Q1 2026, an estimated $45K.
  • Caterpillar made up 0.22% of Medallion Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • Medallion Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.