PWM
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Paulson Wealth Management’s Caterpillar CAT Stock Holding History

Paulson 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 		$1.03M Sell
1,452
-299
-17% -$207K 0.24% 46
2025
Q4 		$1M Sell
1,751
-32
-2% -$17.8K 0.23% 51
2025
Q3 		$851K Sell
1,783
-11
-0.6% -$4.7K 0.2% 55
2025
Q2 		$696K Sell
1,794
-83
-4% -$27.7K 0.18% 61
2025
Q1 		$619K Sell
1,877
-21
-1% -$7.48K 0.17% 56
2024
Q4 		$689K Sell
1,898
-209
-10% -$81.1K 0.19% 55
2024
Q3 		$824K Buy
2,107
+3
+0.1% +$1.04K 0.22% 52
2024
Q2 		$701K Buy
2,104
+73
+4% +$25.3K 0.2% 61
2024
Q1 		$744K Sell
2,031
-5
-0.2% -$1.6K 0.22% 53
2023
Q4 		$602K Sell
2,036
-545
-21% -$141K 0.19% 64
2023
Q3 		$705K Buy
2,581
+463
+22% +$126K 0.25% 54
2023
Q2 		$521K Buy
2,118
+473
+29% +$105K 0.18% 67
2023
Q1 		$376K Buy
1,645
+52
+3% +$12.6K 0.17% 55
2022
Q4 		$382K Buy
+1,593
New +$347K 0.19% 49
2022
Q3 		– Sell
-1,215
Closed -$217K – 79
2022
Q2 		$217K Hold
1,215
– – 0.11% 68
2022
Q1 		$271K Sell
1,215
-25
-2% -$5.24K 0.12% 70
2021
Q4 		$256K Buy
1,240
+45
+4% +$9.06K 0.11% 75
2021
Q3 		$229K Buy
1,195
+199
+20% +$41.4K 0.11% 83
2021
Q2 		$217K Buy
+996
New +$230K 0.11% 84
2020
Q3 		– Sell
-2,231
Closed -$282K – 86
2020
Q2 		$282K Buy
+2,231
New +$265K 0.2% 70
2018
Q4 		– Sell
-2,135
Closed -$254K – 118
2018
Q3 		$254K Sell
2,135
-22
-1% -$3.11K 0.23% 104
2018
Q2 		$293K Sell
2,157
-20
-0.9% -$2.99K 0.29% 77
2018
Q1 		$321K Buy
2,177
+177
+9% +$27.9K 0.32% 75
2017
Q4 		$315K Buy
+2,000
New +$277K 0.28% 75

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

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

Paulson Wealth Management reduced its Caterpillar (CAT) stake by 17% in Q1 2026, selling an estimated $207K and leaving 1,452 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #46.

Paulson Wealth Management first reported a position in CAT in Q4 2017 and has held it in 24 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Paulson Wealth Management held 1,452 shares of Caterpillar worth $1.03M as of Q1 2026.
  • Paulson Wealth Management sold 299 Caterpillar shares in Q1 2026, an estimated $207K.
  • Caterpillar made up 0.24% of Paulson Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Paulson Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 24 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.