QP Wealth Management’s Caterpillar CAT Stock Holding History

QP 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	–	Sell	-706	Closed	-$404K	–	79
2025 Q4	$404K	Buy	+706	New	+$392K	0.36%	66

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

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

QP Wealth Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 706 shares — an estimated $404K sold.

QP Wealth Management first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $404K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

QP Wealth Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 706 Caterpillar shares in Q1 2026, an estimated $404K.
QP Wealth Management first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
QP Wealth Management's Caterpillar position peaked at $404K in Q4 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.