MWM
CAT icon

Modern Wealth Management’s Caterpillar CAT Stock Holding History

Modern 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 		$4.02M Buy
5,507
+172
+3% +$119K 0.07% 221
2025
Q4 		$3.06M Sell
5,335
-4,973
-48% -$2.76M 0.06% 244
2025
Q3 		$4.92M Buy
10,308
+83
+0.8% +$35.4K 0.1% 185
2025
Q2 		$3.97M Buy
10,225
+8
+0.1% +$2.67K 0.1% 187
2025
Q1 		$3.37M Buy
10,217
+310
+3% +$110K 0.11% 163
2024
Q4 		$3.59M Buy
9,907
+1,060
+12% +$411K 0.13% 134
2024
Q3 		$3.46M Buy
8,847
+1,124
+15% +$388K 0.21% 79
2024
Q2 		$2.57M Buy
7,723
+203
+3% +$70.4K 0.19% 75
2024
Q1 		$2.76M Buy
7,520
+1,398
+23% +$447K 0.26% 53
2023
Q4 		$1.81M Buy
+6,122
New +$1.59M 0.23% 42

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

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

Modern Wealth Management increased its Caterpillar (CAT) stake by 3.2% in Q1 2026, buying an estimated $119K and bringing the position to 5,507 shares worth $4.02M. The position accounts for 0.07% of the portfolio, ranked #221.

Modern Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.92M in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Modern Wealth Management held 5,507 shares of Caterpillar worth $4.02M as of Q1 2026.
  • Modern Wealth Management bought 172 Caterpillar shares in Q1 2026, an estimated $119K.
  • Caterpillar made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Modern Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Caterpillar position peaked at $4.92M in Q3 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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