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	$708K	Buy	+1,000	New	+$693K	0.12%	83

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

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.