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Monograph Wealth Advisors’s Caterpillar CAT Stock Holding History

Monograph Wealth Advisors’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 		$1.53M Sell
2,159
-800
-27% -$554K 0.15% 49
2025
Q4 		$1.7M Hold
2,959
– – 0.17% 46
2025
Q3 		$1.41M Sell
2,959
-1
-0% -$427 0.14% 50
2025
Q2 		$1.15M Buy
2,960
+1
+0% +$333 0.14% 50
2025
Q1 		$976K Sell
2,959
-96
-3% -$34.2K 0.13% 51
2024
Q4 		$1.11M Sell
3,055
-102
-3% -$39.6K 0.15% 48
2024
Q3 		$1.23M Hold
3,157
– – 0.16% 46
2024
Q2 		$1.05M Buy
+3,157
New +$1.09M 0.15% 44

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

Monograph Wealth Advisors's CAT Position: Q1 2026 in Review

Monograph Wealth Advisors reduced its Caterpillar (CAT) stake by 27% in Q1 2026, selling an estimated $554K and leaving 2,159 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #49.

Monograph Wealth Advisors first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Monograph Wealth Advisors held 2,159 shares of Caterpillar worth $1.53M as of Q1 2026.
  • Monograph Wealth Advisors sold 800 Caterpillar shares in Q1 2026, an estimated $554K.
  • Caterpillar made up 0.15% of Monograph Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Monograph Wealth Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • Monograph Wealth Advisors's Caterpillar position peaked at $1.7M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.