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Shepherd Wealth Management’s Caterpillar CAT Stock Holding History

Shepherd 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 		$1.41M Sell
1,563
-7,577
-83% -$5.25M 1.05% 14
2025
Q4 		$5.91M Buy
9,140
+5,066
+124% +$2.82M 4.11% 6
2025
Q3 		$2.33M Buy
4,074
+2,200
+117% +$939K 1.55% 19
2025
Q2 		$782K Sell
1,874
-651
-26% -$217K 0.53% 19
2025
Q1 		$828K Sell
2,525
-456
-15% -$162K 0.85% 19
2024
Q4 		$1.08M Buy
+2,981
New +$1.16M 1.06% 21

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

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

Shepherd Wealth Management reduced its Caterpillar (CAT) stake by 83% in Q1 2026, selling an estimated $5.25M and leaving 1,563 shares worth $1.41M. The position accounts for 1.05% of the portfolio, ranked #14.

Shepherd Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.91M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Shepherd Wealth Management held 1,563 shares of Caterpillar worth $1.41M as of Q1 2026.
  • Shepherd Wealth Management sold 7,577 Caterpillar shares in Q1 2026, an estimated $5.25M.
  • Caterpillar made up 1.05% of Shepherd Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Shepherd Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Caterpillar position peaked at $5.91M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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