MWM
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Modera Wealth Management’s Caterpillar CAT Stock Holding History

Modera 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 		$4.93M Sell
6,962
-114
-2% -$79K 0.06% 181
2025
Q4 		$4.05M Buy
7,076
+165
+2% +$91.7K 0.05% 205
2025
Q3 		$3.3M Sell
6,911
-40
-0.6% -$17.1K 0.04% 221
2025
Q2 		$2.7M Sell
6,951
-2
-0% -$667 0.03% 234
2025
Q1 		$2.29M Sell
6,953
-171
-2% -$60.9K 0.03% 233
2024
Q4 		$2.58M Buy
7,124
+182
+3% +$70.6K 0.03% 228
2024
Q3 		$2.72M Buy
6,942
+122
+2% +$42.1K 0.03% 208
2024
Q2 		$2.27M Sell
6,820
-186
-3% -$64.5K 0.03% 210
2024
Q1 		$2.57M Buy
7,006
+450
+7% +$144K 0.04% 205
2023
Q4 		$1.94M Sell
6,556
-470
-7% -$122K 0.03% 224
2023
Q3 		$1.92M Sell
7,026
-4,068
-37% -$1.1M 0.04% 218
2023
Q2 		$2.73M Buy
11,094
+7,568
+215% +$1.69M 0.05% 197
2023
Q1 		$807K Buy
3,526
+194
+6% +$46.9K 0.03% 173
2022
Q4 		$798K Sell
3,332
-164
-5% -$35.7K 0.03% 166
2022
Q3 		$574K Sell
3,496
-77
-2% -$14.1K 0.03% 174
2022
Q2 		$639K Sell
3,573
-31
-0.9% -$6.53K 0.03% 177
2022
Q1 		$803K Sell
3,604
-3,300
-48% -$692K 0.04% 170
2021
Q4 		$1.43M Buy
6,904
+5,265
+321% +$1.06M 0.05% 139
2021
Q3 		$315K Buy
1,639
+520
+46% +$108K 0.02% 200
2021
Q2 		$244K Sell
1,119
-9
-0.8% -$2.08K 0.01% 204
2021
Q1 		$262K Sell
1,128
-394
-26% -$81.6K 0.02% 187
2020
Q4 		$277K Buy
+1,522
New +$258K 0.02% 189
2016
Q2 		– Sell
-3,561
Closed -$273K – 105
2016
Q1 		$273K Buy
+3,561
New +$239K 0.1% 87

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

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

Modera Wealth Management reduced its Caterpillar (CAT) stake by 1.6% in Q1 2026, selling an estimated $79K and leaving 6,962 shares worth $4.93M. The position accounts for 0.06% of the portfolio, ranked #181.

Modera Wealth Management first reported a position in CAT in Q1 2016 and has held it in 23 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Modera Wealth Management held 6,962 shares of Caterpillar worth $4.93M as of Q1 2026.
  • Modera Wealth Management sold 114 Caterpillar shares in Q1 2026, an estimated $79K.
  • Caterpillar made up 0.06% of Modera Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Modera Wealth Management first reported a position in Caterpillar in Q1 2016 and has held it in 23 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.