MWM
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Mindset Wealth Management’s Caterpillar CAT Stock Holding History

Mindset Wealth Management’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 		$1.11M Buy
1,566
+352
+29% +$244K 0.3% 41
2025
Q4 		$695K Sell
1,214
-100
-8% -$55.6K 0.18% 61
2025
Q3 		$627K Buy
1,314
+110
+9% +$47K 0.17% 59
2025
Q2 		$467K Buy
1,204
+2
+0.2% +$667 0.15% 78
2025
Q1 		$396K Buy
1,202
+1
+0.1% +$356 0.15% 82
2024
Q4 		$436K Buy
1,201
+83
+7% +$32.2K 0.16% 72
2024
Q3 		$437K Buy
+1,118
New +$386K 0.18% 66

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

Mindset Wealth Management's CAT Position: Q1 2026 in Review

Mindset Wealth Management increased its Caterpillar (CAT) stake by 29% in Q1 2026, buying an estimated $244K and bringing the position to 1,566 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #41.

Mindset Wealth Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mindset Wealth Management held 1,566 shares of Caterpillar worth $1.11M as of Q1 2026.
  • Mindset Wealth Management bought 352 Caterpillar shares in Q1 2026, an estimated $244K.
  • Caterpillar made up 0.3% of Mindset Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Mindset Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.