SW
CAT icon

SMART Wealth’s Caterpillar CAT Stock Holding History

SMART 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 		$524K Hold
739
– – 0.15% 128
2025
Q4 		$424K Hold
739
– – 0.13% 120
2025
Q3 		$353K Sell
739
-169
-19% -$72.1K 0.13% 107
2025
Q2 		$352K Sell
908
-1,623
-64% -$541K 0.11% 127
2025
Q1 		$835K Buy
2,531
+257
+11% +$91.5K 0.3% 81
2024
Q4 		$825K Buy
2,274
+856
+60% +$332K 0.29% 82
2024
Q3 		$555K Buy
1,418
+612
+76% +$211K 0.22% 91
2024
Q2 		$268K Buy
806
+64
+9% +$22.2K 0.11% 105
2024
Q1 		$272K Buy
+742
New +$237K 0.12% 91

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

SMART Wealth's CAT Position: Q1 2026 in Review

SMART Wealth held its Caterpillar (CAT) position steady in Q1 2026 at 739 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #128.

SMART Wealth first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $835K in Q1 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SMART Wealth held 739 shares of Caterpillar worth $524K as of Q1 2026.
  • SMART Wealth left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.15% of SMART Wealth's portfolio in Q1 2026, its #128 holding.
  • SMART Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • SMART Wealth's Caterpillar position peaked at $835K in Q1 2025.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.