Private Wealth Asset Management’s Caterpillar CAT Stock Holding History

Private Wealth Asset 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	$9.87M	Buy	13,928 +272	+2%	+$188K	1.05%	20
2025 Q4	$7.82M	Sell	13,656 -170	-1%	-$94.5K	0.85%	26
2025 Q3	$6.6M	Sell	13,826 -187	-1%	-$79.8K	0.78%	26
2025 Q2	$5.44M	Sell	14,013 -190	-1%	-$63.3K	0.72%	29
2025 Q1	$4.68M	Buy	+14,203	New	+$5.06M	0.67%	29

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

Private Wealth Asset Management's CAT Position: Q1 2026 in Review

Private Wealth Asset Management increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $188K and bringing the position to 13,928 shares worth $9.87M. The position accounts for 1.05% of the portfolio, ranked #20.

Private Wealth Asset Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Private Wealth Asset Management held 13,928 shares of Caterpillar worth $9.87M as of Q1 2026.
Private Wealth Asset Management bought 272 Caterpillar shares in Q1 2026, an estimated $188K.
Caterpillar made up 1.05% of Private Wealth Asset Management's portfolio in Q1 2026, its #20 holding.
Private Wealth Asset Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.