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Meridian Wealth Partners’s Caterpillar CAT Stock Holding History

Meridian Wealth Partners’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 		$273K Buy
386
+12
+3% +$8.31K 0.04% 92
2025
Q4 		$214K Buy
+374
New +$208K 0.03% 108
2021
Q2 		– Sell
-134
Closed -$31K – 282
2021
Q1 		$31K Buy
134
+14
+12% +$2.9K 0.01% 211
2020
Q4 		$22K Buy
+120
New +$20.4K 0.01% 211

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

Meridian Wealth Partners's CAT Position: Q1 2026 in Review

Meridian Wealth Partners increased its Caterpillar (CAT) stake by 3.2% in Q1 2026, buying an estimated $8.31K and bringing the position to 386 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #92.

Meridian Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 4 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Meridian Wealth Partners held 386 shares of Caterpillar worth $273K as of Q1 2026.
  • Meridian Wealth Partners bought 12 Caterpillar shares in Q1 2026, an estimated $8.31K.
  • Caterpillar made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Meridian Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 4 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.