NWF Advisory Services’s Caterpillar CAT Stock Holding History

NWF Advisory Services’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	$1.48M	Buy	2,095 +318	+18%	+$220K	0.17%	104
2025 Q4	$1.02M	Sell	1,777 -42	-2%	-$23.3K	0.11%	124
2025 Q3	$868K	Sell	1,819 -184	-9%	-$78.6K	0.1%	148
2025 Q2	$778K	Buy	+2,003	New	+$668K	0.09%	150
2024 Q4	–	Sell	-1,057	Closed	-$413K	–	305
2024 Q3	$413K	Buy	+1,057	New	+$365K	0.06%	194

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWF Advisory Services's CAT Position: Q1 2026 in Review

NWF Advisory Services increased its Caterpillar (CAT) stake by 18% in Q1 2026, buying an estimated $220K and bringing the position to 2,095 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #104.

NWF Advisory Services first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

NWF Advisory Services held 2,095 shares of Caterpillar worth $1.48M as of Q1 2026.
NWF Advisory Services bought 318 Caterpillar shares in Q1 2026, an estimated $220K.
Caterpillar made up 0.17% of NWF Advisory Services's portfolio in Q1 2026, its #104 holding.
NWF Advisory Services first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.