PWM
CAT icon

PMG Wealth Management’s Caterpillar CAT Stock Holding History

PMG 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 		$223K Buy
+315
New +$218K 0.16% 57
2025
Q1 		– Sell
-810
Closed -$294K – 43
2024
Q4 		$294K Buy
+810
New +$314K 0.27% 38

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

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

PMG Wealth Management opened a new position in Caterpillar (CAT) in Q1 2026: 315 shares worth $223K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings. This is a return to the name: PMG Wealth Management previously reported a position in CAT as recently as Q4 2024.

PMG Wealth Management first reported a position in CAT in Q4 2024 and has held it in 2 quarters since. The position peaked at $294K in Q4 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • PMG Wealth Management held 315 shares of Caterpillar worth $223K as of Q1 2026.
  • Caterpillar was a new PMG Wealth Management position in Q1 2026.
  • Caterpillar made up 0.16% of PMG Wealth Management's portfolio in Q1 2026, its #57 holding.
  • PMG Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 2 quarters since.
  • PMG Wealth Management's Caterpillar position peaked at $294K in Q4 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.