RWM
CAT icon

Reston Wealth Management’s Caterpillar CAT Stock Holding History

Reston 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 		$294K Sell
415
-18
-4% -$12.5K 0.09% 52
2025
Q4 		$248K Buy
+433
New +$241K 0.08% 55
2024
Q4 		– Sell
-313
Closed -$123K – 117
2024
Q3 		$123K Buy
+313
New +$108K 0.04% 72

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

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

Reston Wealth Management reduced its Caterpillar (CAT) stake by 4.2% in Q1 2026, selling an estimated $12.5K and leaving 415 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #52.

Reston Wealth Management first reported a position in CAT in Q3 2024 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Reston Wealth Management held 415 shares of Caterpillar worth $294K as of Q1 2026.
  • Reston Wealth Management sold 18 Caterpillar shares in Q1 2026, an estimated $12.5K.
  • Caterpillar made up 0.09% of Reston Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Reston Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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