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Resolute Wealth Strategies’s Caterpillar CAT Stock Holding History

Resolute Wealth Strategies’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 		$9.05M Sell
12,772
-51
-0.4% -$35.3K 3.9% 7
2025
Q4 		$7.35M Sell
12,823
-519
-4% -$288K 3.22% 8
2025
Q3 		$6.37M Sell
13,342
-157
-1% -$67K 2.91% 8
2025
Q2 		$5.24M Sell
13,499
-37
-0.3% -$12.3K 2.81% 8
2025
Q1 		$4.46M Buy
13,536
+22
+0.2% +$7.84K 2.49% 9
2024
Q4 		$4.9M Sell
13,514
-48
-0.4% -$18.6K 2.52% 9
2024
Q3 		$5.3M Sell
13,562
-1,335
-9% -$461K 2.76% 10
2024
Q2 		$4.96M Sell
14,897
-478
-3% -$166K 2.86% 8
2024
Q1 		$5.63M Sell
15,375
-586
-4% -$187K 3.41% 7
2023
Q4 		$4.72M Sell
15,961
-591
-4% -$153K 3.2% 7
2023
Q3 		$4.52M Sell
16,552
-95
-0.6% -$25.8K 3.38% 7
2023
Q2 		$4.1M Sell
16,647
-160
-1% -$35.7K 3.18% 6
2023
Q1 		$3.85M Buy
+16,807
New +$4.06M 3.27% 6

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

Resolute Wealth Strategies's CAT Position: Q1 2026 in Review

Resolute Wealth Strategies reduced its Caterpillar (CAT) stake by 0.4% in Q1 2026, selling an estimated $35.3K and leaving 12,772 shares worth $9.05M. The position accounts for 3.9% of the portfolio, ranked #7.

Resolute Wealth Strategies first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Resolute Wealth Strategies held 12,772 shares of Caterpillar worth $9.05M as of Q1 2026.
  • Resolute Wealth Strategies sold 51 Caterpillar shares in Q1 2026, an estimated $35.3K.
  • Caterpillar made up 3.9% of Resolute Wealth Strategies's portfolio in Q1 2026, its #7 holding.
  • Resolute Wealth Strategies first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.