Merited Wealth’s Caterpillar CAT Stock Holding History

Merited Wealth’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	–	Sell	-16	Closed	-$9.17K	–	118
2025 Q4	$9.17K	Buy	+16	New	+$8.89K	0.01%	200

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Merited Wealth's CAT Position: Q1 2026 in Review

Merited Wealth sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 16 shares — an estimated $9.17K sold.

Merited Wealth first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $9.17K in Q4 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Merited Wealth reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 16 Caterpillar shares in Q1 2026, an estimated $9.17K.
Merited Wealth first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
Merited Wealth's Caterpillar position peaked at $9.17K in Q4 2025.
3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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