SWM
CAT icon

SHP Wealth Management’s Caterpillar CAT Stock Holding History

SHP 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 		$1.51M Sell
2,128
-107
-5% -$74.1K 0.11% 60
2025
Q4 		$1.28M Buy
+2,235
New +$1.24M 0.1% 60

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Caterpillar (CAT) stake by 4.8% in Q1 2026, selling an estimated $74.1K and leaving 2,128 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #60.

SHP Wealth Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SHP Wealth Management held 2,128 shares of Caterpillar worth $1.51M as of Q1 2026.
  • SHP Wealth Management sold 107 Caterpillar shares in Q1 2026, an estimated $74.1K.
  • Caterpillar made up 0.11% of SHP Wealth Management's portfolio in Q1 2026, its #60 holding.
  • SHP Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.