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Outlook Wealth Advisors’s Caterpillar CAT Stock Holding History

Outlook 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 		$252K Buy
372
+7
+2% +$4.85K 0.06% 278
2025
Q4 		$209K Buy
+365
New +$203K 0.05% 293

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

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

Outlook Wealth Advisors increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $4.85K and bringing the position to 372 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #278.

Outlook Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Outlook Wealth Advisors held 372 shares of Caterpillar worth $252K as of Q1 2026.
  • Outlook Wealth Advisors bought 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
  • Caterpillar made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #278 holding.
  • Outlook Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.