PWP
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Phillips Wealth Planners’s Caterpillar CAT Stock Holding History

Phillips Wealth Planners’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 		$752K Sell
811
-112
-12% -$77.6K 0.57% 48
2025
Q4 		$596K Sell
923
-121
-12% -$67.3K 0.48% 64
2025
Q3 		$517K Buy
1,044
+16
+2% +$6.83K 0.43% 73
2025
Q2 		$405K Buy
1,028
+22
+2% +$7.33K 0.37% 93
2025
Q1 		$295K Buy
1,006
+196
+24% +$69.8K 0.31% 110
2024
Q4 		$284K Sell
810
-25
-3% -$9.7K 0.28% 124
2024
Q3 		$329K Buy
835
+169
+25% +$58.4K 0.31% 117
2024
Q2 		$219K Buy
666
+60
+10% +$20.8K 0.23% 161
2024
Q1 		$218K Buy
+606
New +$194K 0.25% 159

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

Phillips Wealth Planners's CAT Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $77.6K and leaving 811 shares worth $752K. The position accounts for 0.57% of the portfolio, ranked #48.

Phillips Wealth Planners first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Phillips Wealth Planners held 811 shares of Caterpillar worth $752K as of Q1 2026.
  • Phillips Wealth Planners sold 112 Caterpillar shares in Q1 2026, an estimated $77.6K.
  • Caterpillar made up 0.57% of Phillips Wealth Planners's portfolio in Q1 2026, its #48 holding.
  • Phillips Wealth Planners first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.