PWM
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Pines Wealth Management’s Caterpillar CAT Stock Holding History

Pines 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 		$1.39M Sell
1,968
-87
-4% -$60.3K 0.45% 58
2025
Q4 		$1.18M Buy
2,055
+149
+8% +$82.8K 0.38% 68
2025
Q3 		$909K Buy
1,906
+81
+4% +$34.6K 0.31% 85
2025
Q2 		$726K Buy
1,825
+292
+19% +$97.3K 0.26% 96
2025
Q1 		$420K Buy
1,533
+282
+23% +$100K 0.19% 121
2024
Q4 		$439K Buy
+1,251
New +$485K 0.19% 127

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

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

Pines Wealth Management reduced its Caterpillar (CAT) stake by 4.2% in Q1 2026, selling an estimated $60.3K and leaving 1,968 shares worth $1.39M. The position accounts for 0.45% of the portfolio, ranked #58.

Pines Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pines Wealth Management held 1,968 shares of Caterpillar worth $1.39M as of Q1 2026.
  • Pines Wealth Management sold 87 Caterpillar shares in Q1 2026, an estimated $60.3K.
  • Caterpillar made up 0.45% of Pines Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Pines Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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