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Opes Wealth Management’s Caterpillar CAT Stock Holding History

Opes 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 		$3.45M Buy
4,876
+1
+0% +$693 0.57% 40
2025
Q4 		$2.79M Sell
4,875
-104
-2% -$57.8K 0.46% 46
2025
Q3 		$2.38M Buy
4,979
+27
+0.5% +$11.5K 0.41% 50
2025
Q2 		$1.92M Sell
4,952
-5
-0.1% -$1.67K 0.34% 52
2025
Q1 		$1.63M Buy
4,957
+1
+0% +$356 0.33% 54
2024
Q4 		$1.8M Sell
4,956
-25
-0.5% -$9.7K 0.37% 52
2024
Q3 		$1.95M Buy
4,981
+3
+0.1% +$1.04K 0.37% 47
2024
Q2 		$1.66M Buy
4,978
+2
+0% +$693 0.35% 49
2024
Q1 		$1.82M Buy
4,976
+325
+7% +$104K 0.42% 47
2023
Q4 		$1.38M Buy
4,651
+10
+0.2% +$2.59K 0.33% 50
2023
Q3 		$1.27M Buy
4,641
+15
+0.3% +$4.07K 0.35% 51
2023
Q2 		$1.14M Buy
4,626
+2,166
+88% +$483K 0.32% 52
2023
Q1 		$563K Hold
2,460
– – 0.18% 64
2022
Q4 		$589K Sell
2,460
-206
-8% -$44.8K 0.21% 60
2022
Q3 		$437K Hold
2,666
– – 0.17% 59
2022
Q2 		$477K Hold
2,666
– – 0.19% 55
2022
Q1 		$594K Hold
2,666
– – 0.19% 61
2021
Q4 		$551K Hold
2,666
– – 0.17% 62
2021
Q3 		$512K Hold
2,666
– – 0.18% 61
2021
Q2 		$580K Hold
2,666
– – 0.21% 49
2021
Q1 		$618K Hold
2,666
– – 0.24% 47
2020
Q4 		$485K Hold
2,666
– – 0.23% 51
2020
Q3 		$398K Hold
2,666
– – 0.19% 49
2020
Q2 		$337K Hold
2,666
– – 0.17% 54
2020
Q1 		$309K Buy
+2,666
New +$341K 0.23% 40

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

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

Opes Wealth Management increased its Caterpillar (CAT) stake by 0.02% in Q1 2026, buying an estimated $693 and bringing the position to 4,876 shares worth $3.45M. The position accounts for 0.57% of the portfolio, ranked #40.

Opes Wealth Management first reported a position in CAT in Q1 2020 and has held it in 25 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Opes Wealth Management held 4,876 shares of Caterpillar worth $3.45M as of Q1 2026.
  • Opes Wealth Management bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.57% of Opes Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Opes Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 25 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.