QWM
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Quadcap Wealth Management’s Caterpillar CAT Stock Holding History

Quadcap 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 		$900K Sell
1,271
-71
-5% -$49.2K 0.1% 170
2025
Q4 		$769K Buy
1,342
+206
+18% +$114K 0.09% 187
2025
Q3 		$542K Buy
1,136
+2
+0.2% +$854 0.06% 253
2025
Q2 		$440K Hold
1,134
– – 0.06% 274
2025
Q1 		$374K Sell
1,134
-129
-10% -$46K 0.05% 278
2024
Q4 		$458K Sell
1,263
-1,320
-51% -$512K 0.07% 250
2024
Q3 		$1.01M Buy
2,583
+8
+0.3% +$2.76K 0.16% 139
2024
Q2 		$858K Sell
2,575
-77
-3% -$26.7K 0.15% 138
2024
Q1 		$972K Sell
2,652
-200
-7% -$63.9K 0.22% 103
2023
Q4 		$843K Buy
+2,852
New +$740K 0.22% 125

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

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

Quadcap Wealth Management reduced its Caterpillar (CAT) stake by 5.3% in Q1 2026, selling an estimated $49.2K and leaving 1,271 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #170.

Quadcap Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Quadcap Wealth Management held 1,271 shares of Caterpillar worth $900K as of Q1 2026.
  • Quadcap Wealth Management sold 71 Caterpillar shares in Q1 2026, an estimated $49.2K.
  • Caterpillar made up 0.1% of Quadcap Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Quadcap Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Caterpillar position peaked at $1.01M in Q3 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.