QPWM
CAT icon

Quadrant Private Wealth Management’s Caterpillar CAT Stock Holding History

Quadrant Private 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 		$1.88M Buy
2,649
+278
+12% +$193K 0.29% 88
2025
Q4 		$1.36M Buy
2,371
+195
+9% +$108K 0.22% 99
2025
Q3 		$1.04M Sell
2,176
-10
-0.5% -$4.27K 0.19% 104
2025
Q2 		$849K Sell
2,186
-21
-1% -$7K 0.18% 108
2025
Q1 		$728K Sell
2,207
-395
-15% -$141K 0.18% 109
2024
Q4 		$944K Buy
2,602
+17
+0.7% +$6.59K 0.23% 93
2024
Q3 		$1.01M Sell
2,585
-40
-2% -$13.8K 0.25% 88
2024
Q2 		$874K Buy
2,625
+5
+0.2% +$1.73K 0.2% 99
2024
Q1 		$960K Buy
2,620
+20
+0.8% +$6.39K 0.24% 89
2023
Q4 		$769K Buy
2,600
+633
+32% +$164K 0.21% 101
2023
Q3 		$537K Sell
1,967
-594
-23% -$161K 0.18% 106
2023
Q2 		$630K Buy
2,561
+148
+6% +$33K 0.18% 111
2023
Q1 		$552K Buy
2,413
+29
+1% +$7.01K 0.17% 118
2022
Q4 		$571K Buy
+2,384
New +$519K 0.19% 118
2022
Q2 		$356K Sell
1,990
-700
-26% -$148K 0.15% 130
2022
Q1 		$599K Sell
2,690
-400
-13% -$83.9K 0.22% 97
2021
Q4 		$639K Sell
3,090
-20
-0.6% -$4.03K 0.24% 92
2021
Q3 		$597K Sell
3,110
-44
-1% -$9.16K 0.25% 90
2021
Q2 		$686K Sell
3,154
-410
-12% -$94.7K 0.28% 84
2021
Q1 		$826K Sell
3,564
-217
-6% -$44.9K 0.36% 71
2020
Q4 		$688K Sell
3,781
-1,960
-34% -$332K 0.31% 74
2020
Q3 		$856K Buy
5,741
+350
+6% +$49.2K 0.43% 61
2020
Q2 		$682K Buy
5,391
+1,553
+40% +$184K 0.39% 65
2020
Q1 		$445K Buy
+3,838
New +$490K 0.37% 70

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

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

Quadrant Private Wealth Management increased its Caterpillar (CAT) stake by 12% in Q1 2026, buying an estimated $193K and bringing the position to 2,649 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #88.

Quadrant Private Wealth Management first reported a position in CAT in Q1 2020 and has held it in 24 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Quadrant Private Wealth Management held 2,649 shares of Caterpillar worth $1.88M as of Q1 2026.
  • Quadrant Private Wealth Management bought 278 Caterpillar shares in Q1 2026, an estimated $193K.
  • Caterpillar made up 0.29% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Quadrant Private Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 24 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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