Philip James Wealth Mangement’s Caterpillar CAT Stock Holding History

Philip James Wealth Mangement’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	$581K	Sell	820 -385	-32%	-$267K	0.07%	104
2025 Q4	$691K	Sell	1,205 -2	-0.2%	-$1.11K	0.08%	102
2025 Q3	$576K	Sell	1,207 -34	-3%	-$14.5K	0.07%	108
2025 Q2	$482K	Buy	1,241 +1	+0.1%	+$333	0.06%	111
2025 Q1	$409K	Hold	1,240	–	–	0.05%	112
2024 Q4	$450K	Buy	1,240 +9	+0.7%	+$3.49K	0.06%	113
2024 Q3	$481K	Buy	+1,231	New	+$425K	0.06%	102

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

Philip James Wealth Mangement's CAT Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Caterpillar (CAT) stake by 32% in Q1 2026, selling an estimated $267K and leaving 820 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #104.

Philip James Wealth Mangement first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Philip James Wealth Mangement held 820 shares of Caterpillar worth $581K as of Q1 2026.
Philip James Wealth Mangement sold 385 Caterpillar shares in Q1 2026, an estimated $267K.
Caterpillar made up 0.07% of Philip James Wealth Mangement's portfolio in Q1 2026, its #104 holding.
Philip James Wealth Mangement first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Caterpillar position peaked at $691K in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.