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Omnitrust Wealth Management’s Caterpillar CAT Stock Holding History

Omnitrust 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 		$377K Sell
532
-7
-1% -$4.85K 0.49% 30
2025
Q4 		$309K Buy
+539
New +$300K 0.39% 41
2025
Q2 		$302K Buy
+284
New +$94.7K 0.36% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Omnitrust Wealth Management reduced its Caterpillar (CAT) stake by 1.3% in Q1 2026, selling an estimated $4.85K and leaving 532 shares worth $377K. The position accounts for 0.49% of the portfolio, ranked #30.

Omnitrust Wealth Management first reported a position in CAT in Q2 2025 and has held it in 3 quarters since. 3,760 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Omnitrust Wealth Management held 532 shares of Caterpillar worth $377K as of Q1 2026.
  • Omnitrust Wealth Management sold 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
  • Caterpillar made up 0.49% of Omnitrust Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Omnitrust Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 3 quarters since.
  • 3,760 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.