PWA
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Peterson Wealth Advisors’s Caterpillar CAT Stock Holding History

Peterson 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 		$649K Sell
917
-30
-3% -$20.8K 0.09% 52
2025
Q4 		$542K Buy
947
+107
+13% +$59.5K 0.07% 64
2025
Q3 		$409K Sell
840
-9
-1% -$3.84K 0.06% 73
2025
Q2 		$330K Buy
849
+89
+12% +$29.7K 0.05% 74
2025
Q1 		$213K Sell
760
-32
-4% -$11.4K 0.04% 85
2024
Q4 		$288K Sell
792
-215
-21% -$83.4K 0.05% 72
2024
Q3 		$394K Sell
1,007
-44
-4% -$15.2K 0.07% 58
2024
Q2 		$350K Buy
1,051
+4
+0.4% +$1.39K 0.07% 58
2024
Q1 		$384K Buy
1,047
+3
+0.3% +$959 0.08% 51
2023
Q4 		$309K Buy
1,044
+3
+0.3% +$778 0.07% 54
2023
Q3 		$284K Sell
1,041
-53
-5% -$14.4K 0.08% 52
2023
Q2 		$271K Buy
1,094
+40
+4% +$8.92K 0.07% 54
2023
Q1 		$241K Buy
1,054
+67
+7% +$16.2K 0.07% 56
2022
Q4 		$236K Buy
+987
New +$215K 0.07% 57

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

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

Peterson Wealth Advisors reduced its Caterpillar (CAT) stake by 3.2% in Q1 2026, selling an estimated $20.8K and leaving 917 shares worth $649K. The position accounts for 0.09% of the portfolio, ranked #52.

Peterson Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Peterson Wealth Advisors held 917 shares of Caterpillar worth $649K as of Q1 2026.
  • Peterson Wealth Advisors sold 30 Caterpillar shares in Q1 2026, an estimated $20.8K.
  • Caterpillar made up 0.09% of Peterson Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Peterson Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.