SW
CAT icon

Simplicity Wealth’s Caterpillar CAT Stock Holding History

Simplicity 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 		$2.89M Buy
4,076
+261
+7% +$181K 0.16% 134
2025
Q4 		$2.19M Sell
3,815
-774
-17% -$430K 0.13% 170
2025
Q3 		$2.19M Sell
4,589
-237
-5% -$101K 0.13% 177
2025
Q2 		$1.87M Buy
4,826
+180
+4% +$60K 0.08% 223
2025
Q1 		$1.53M Buy
4,646
+2,447
+111% +$872K 0.12% 188
2024
Q4 		$798K Sell
2,199
-158
-7% -$61.3K 0.17% 110
2024
Q3 		$922K Sell
2,357
-18,317
-89% -$6.33M 0.09% 209
2024
Q2 		$6.89M Buy
20,674
+847
+4% +$294K 0.16% 137
2024
Q1 		$7.27M Buy
+19,827
New +$6.34M 0.17% 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 $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

Simplicity Wealth's CAT Position: Q1 2026 in Review

Simplicity Wealth increased its Caterpillar (CAT) stake by 6.8% in Q1 2026, buying an estimated $181K and bringing the position to 4,076 shares worth $2.89M. The position accounts for 0.16% of the portfolio, ranked #134.

Simplicity Wealth first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.27M in Q1 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Simplicity Wealth held 4,076 shares of Caterpillar worth $2.89M as of Q1 2026.
  • Simplicity Wealth bought 261 Caterpillar shares in Q1 2026, an estimated $181K.
  • Caterpillar made up 0.16% of Simplicity Wealth's portfolio in Q1 2026, its #134 holding.
  • Simplicity Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Caterpillar position peaked at $7.27M in Q1 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.