PWMG
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Prestige Wealth Management Group’s Caterpillar CAT Stock Holding History

Prestige Wealth Management Group’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 		$1.87M Sell
2,638
-55
-2% -$38.1K 0.37% 45
2025
Q4 		$1.54M Buy
2,693
+126
+5% +$70K 0.29% 51
2025
Q3 		$1.22M Buy
2,567
+11
+0.4% +$4.7K 0.24% 56
2025
Q2 		$992K Buy
2,556
+34
+1% +$11.3K 0.2% 58
2025
Q1 		$832K Buy
2,522
+9
+0.4% +$3.21K 0.18% 66
2024
Q4 		$912K Buy
2,513
+88
+4% +$34.1K 0.19% 62
2024
Q3 		$949K Sell
2,425
-38
-2% -$13.1K 0.2% 65
2024
Q2 		$820K Sell
2,463
-169
-6% -$58.6K 0.18% 62
2024
Q1 		$964K Sell
2,632
-2
-0.1% -$639 0.21% 60
2023
Q4 		$779K Buy
2,634
+231
+10% +$59.9K 0.18% 65
2023
Q3 		$656K Buy
2,403
+13
+0.5% +$3.53K 0.16% 67
2023
Q2 		$588K Sell
2,390
-133
-5% -$29.7K 0.14% 72
2023
Q1 		$577K Buy
2,523
+167
+7% +$40.4K 0.15% 77
2022
Q4 		$564K Buy
2,356
+81
+4% +$17.6K 0.15% 74
2022
Q3 		$373K Buy
2,275
+166
+8% +$30.3K 0.1% 92
2022
Q2 		$377K Buy
2,109
+344
+19% +$72.5K 0.1% 91
2022
Q1 		$393K Buy
1,765
+63
+4% +$13.2K 0.1% 97
2021
Q4 		$352K Buy
1,702
+63
+4% +$12.7K 0.08% 97
2021
Q3 		$315K Buy
1,639
+159
+11% +$33.1K 0.08% 101
2021
Q2 		$322K Sell
1,480
-53
-3% -$12.2K 0.09% 90
2021
Q1 		$355K Buy
1,533
+78
+5% +$16.1K 0.1% 77
2020
Q4 		$265K Buy
1,455
+213
+17% +$36.1K 0.07% 102
2020
Q3 		$185K Buy
1,242
+223
+22% +$31.3K 0.06% 124
2020
Q2 		$129K Buy
1,019
+667
+189% +$79.1K 0.05% 133
2020
Q1 		$41K Buy
352
+152
+76% +$19.4K 0.02% 195
2019
Q4 		$30K Hold
200
– – 0.02% 245
2019
Q3 		$25K Hold
200
– – 0.01% 249
2019
Q2 		$27K Hold
200
– – 0.02% 235
2019
Q1 		$27K Sell
200
-213
-52% -$28.3K 0.02% 237
2018
Q4 		$52K Buy
+413
New +$53.7K 0.04% 190

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

Prestige Wealth Management Group's CAT Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Caterpillar (CAT) stake by 2% in Q1 2026, selling an estimated $38.1K and leaving 2,638 shares worth $1.87M. The position accounts for 0.37% of the portfolio, ranked #45.

Prestige Wealth Management Group first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Prestige Wealth Management Group held 2,638 shares of Caterpillar worth $1.87M as of Q1 2026.
  • Prestige Wealth Management Group sold 55 Caterpillar shares in Q1 2026, an estimated $38.1K.
  • Caterpillar made up 0.37% of Prestige Wealth Management Group's portfolio in Q1 2026, its #45 holding.
  • Prestige Wealth Management Group first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.