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Sendero Wealth Management’s Caterpillar CAT Stock Holding History

Sendero 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 		$1.1M Sell
1,549
-17
-1% -$11.8K 0.12% 98
2025
Q4 		$897K Buy
1,566
+209
+15% +$116K 0.1% 116
2025
Q3 		$647K Hold
1,357
– – 0.08% 126
2025
Q2 		$527K Buy
1,357
+6
+0.4% +$2K 0.07% 139
2025
Q1 		$446K Buy
1,351
+7
+0.5% +$2.49K 0.06% 142
2024
Q4 		$488K Hold
1,344
– – 0.07% 128
2024
Q3 		$526K Hold
1,344
– – 0.08% 120
2024
Q2 		$448K Hold
1,344
– – 0.08% 126
2024
Q1 		$492K Hold
1,344
– – 0.08% 129
2023
Q4 		$397K Hold
1,344
– – 0.07% 132
2023
Q3 		$367K Hold
1,344
– – 0.08% 127
2023
Q2 		$331K Buy
+1,344
New +$300K 0.07% 128

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

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

Sendero Wealth Management reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $11.8K and leaving 1,549 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #98.

Sendero Wealth Management first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sendero Wealth Management held 1,549 shares of Caterpillar worth $1.1M as of Q1 2026.
  • Sendero Wealth Management sold 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
  • Caterpillar made up 0.12% of Sendero Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Sendero Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.