SWM
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Scissortail Wealth Management’s Caterpillar CAT Stock Holding History

Scissortail 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 		$215K Buy
+304
New +$211K 0.04% 112
2024
Q4 		– Sell
-7
Closed -$209K – 125
2024
Q3 		$209K Buy
+7
New +$2.42K 0.05% 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 $336B AUM 34.66% 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

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

Scissortail Wealth Management opened a new position in Caterpillar (CAT) in Q1 2026: 304 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Scissortail Wealth Management previously reported a position in CAT as recently as Q3 2024.

Scissortail Wealth Management first reported a position in CAT in Q3 2024 and has held it in 2 quarters since. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Scissortail Wealth Management held 304 shares of Caterpillar worth $215K as of Q1 2026.
  • Caterpillar was a new Scissortail Wealth Management position in Q1 2026.
  • Caterpillar made up 0.04% of Scissortail Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Scissortail Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 2 quarters since.
  • 3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.