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Stillwater Wealth Management Group’s Caterpillar CAT Stock Holding History

Stillwater Wealth Management Group’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 		$2.26M Buy
3,194
+481
+18% +$333K 1.4% 29
2025
Q4 		$1.55M Buy
2,713
+1,893
+231% +$1.05M 1.05% 33
2025
Q3 		$391K Buy
+820
New +$350K 0.27% 53

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

Stillwater Wealth Management Group's CAT Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Caterpillar (CAT) stake by 18% in Q1 2026, buying an estimated $333K and bringing the position to 3,194 shares worth $2.26M. The position accounts for 1.4% of the portfolio, ranked #29.

Stillwater Wealth Management Group first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stillwater Wealth Management Group held 3,194 shares of Caterpillar worth $2.26M as of Q1 2026.
  • Stillwater Wealth Management Group bought 481 Caterpillar shares in Q1 2026, an estimated $333K.
  • Caterpillar made up 1.4% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #29 holding.
  • Stillwater Wealth Management Group first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.