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Signal Advisors Wealth’s Caterpillar CAT Stock Holding History

Signal Advisors Wealth’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 		$2.2M Buy
3,110
+423
+16% +$293K 0.15% 129
2025
Q4 		$1.54M Buy
2,687
+323
+14% +$180K 0.12% 144
2025
Q3 		$1.13M Buy
2,364
+1,020
+76% +$435K 0.1% 156
2025
Q2 		$522K Sell
1,344
-2,905
-68% -$968K 0.04% 293
2025
Q1 		$1.4M Sell
4,249
-85
-2% -$30.3K 0.14% 149
2024
Q4 		$1.57M Sell
4,334
-177
-4% -$68.6K 0.18% 127
2024
Q3 		$1.76M Buy
+4,511
New +$1.56M 0.25% 97
2024
Q2 		– Sell
-877
Closed -$321K – 100
2024
Q1 		$321K Sell
877
-70
-7% -$22.4K 0.08% 227
2023
Q4 		$280K Buy
+947
New +$246K 0.1% 176

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

Signal Advisors Wealth's CAT Position: Q1 2026 in Review

Signal Advisors Wealth increased its Caterpillar (CAT) stake by 16% in Q1 2026, buying an estimated $293K and bringing the position to 3,110 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #129.

Signal Advisors Wealth first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Signal Advisors Wealth held 3,110 shares of Caterpillar worth $2.2M as of Q1 2026.
  • Signal Advisors Wealth bought 423 Caterpillar shares in Q1 2026, an estimated $293K.
  • Caterpillar made up 0.15% of Signal Advisors Wealth's portfolio in Q1 2026, its #129 holding.
  • Signal Advisors Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.