QFW
CAT icon

QTR Family Wealth’s Caterpillar CAT Stock Holding History

QTR Family Wealth’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 		$889K Buy
1,119
+11
+1% +$7.62K 0.37% 58
2025
Q4 		$823K Buy
1,108
+111
+11% +$61.7K 0.36% 57
2025
Q3 		$476K Buy
997
+148
+17% +$63.2K 0.23% 95
2025
Q2 		$329K Buy
849
+31
+4% +$10.3K 0.2% 107
2025
Q1 		$270K Buy
+818
New +$291K 0.2% 122

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

QTR Family Wealth's CAT Position: Q1 2026 in Review

QTR Family Wealth increased its Caterpillar (CAT) stake by 0.99% in Q1 2026, buying an estimated $7.62K and bringing the position to 1,119 shares worth $889K. The position accounts for 0.37% of the portfolio, ranked #58.

QTR Family Wealth first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • QTR Family Wealth held 1,119 shares of Caterpillar worth $889K as of Q1 2026.
  • QTR Family Wealth bought 11 Caterpillar shares in Q1 2026, an estimated $7.62K.
  • Caterpillar made up 0.37% of QTR Family Wealth's portfolio in Q1 2026, its #58 holding.
  • QTR Family Wealth first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.