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Private Wealth Partners’s Caterpillar CAT Stock Holding History

Private Wealth Partners’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 		$728K Hold
1,027
– – 0.06% 113
2025
Q4 		$588K Hold
1,027
– – 0.04% 120
2025
Q3 		$490K Hold
1,027
– – 0.03% 127
2025
Q2 		$399K Sell
1,027
-100
-9% -$33.3K 0.03% 134
2025
Q1 		$372K Buy
1,127
+27
+2% +$9.62K 0.03% 131
2024
Q4 		$399K Buy
1,100
+100
+10% +$38.8K 0.03% 138
2024
Q3 		$391K Hold
1,000
– – 0.03% 139
2024
Q2 		$333K Hold
1,000
– – 0.02% 135
2024
Q1 		$366K Buy
1,000
+100
+11% +$32K 0.03% 122
2023
Q4 		$266K Hold
900
– – 0.02% 142
2023
Q3 		$246K Hold
900
– – 0.02% 136
2023
Q2 		$221K Hold
900
– – 0.02% 150
2023
Q1 		$206K Buy
+900
New +$218K 0.02% 149
2015
Q4 		– Sell
-16,976
Closed -$1.11M – 130
2015
Q3 		$1.11M Buy
16,976
+170
+1% +$13K 0.28% 67
2015
Q2 		$1.43M Hold
16,806
– – 0.32% 65
2015
Q1 		$1.34M Hold
16,806
– – 0.31% 71
2014
Q4 		$1.54M Buy
16,806
+266
+2% +$25.9K 0.36% 68
2014
Q3 		$1.64M Hold
16,540
– – 0.36% 70
2014
Q2 		$1.8M Sell
16,540
-3,510
-18% -$368K 0.39% 66
2014
Q1 		$1.99M Sell
20,050
-820
-4% -$77.3K 0.47% 57
2013
Q4 		$1.9M Sell
20,870
-5
-0% -$427 0.42% 65
2013
Q3 		$1.74M Sell
20,875
-30,075
-59% -$2.54M 0.41% 63
2013
Q2 		$4.2M Buy
+50,950
New +$4.33M 1.05% 26

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

Private Wealth Partners's CAT Position: Q1 2026 in Review

Private Wealth Partners held its Caterpillar (CAT) position steady in Q1 2026 at 1,027 shares worth $728K. The position accounts for 0.06% of the portfolio, ranked #113.

Private Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.2M in Q2 2013. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Private Wealth Partners held 1,027 shares of Caterpillar worth $728K as of Q1 2026.
  • Private Wealth Partners left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.06% of Private Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Private Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 23 quarters since.
  • Private Wealth Partners's Caterpillar position peaked at $4.2M in Q2 2013.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.