SWM
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Stockman Wealth Management’s Caterpillar CAT Stock Holding History

Stockman 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 		$24M Sell
33,891
-2,715
-7% -$1.88M 2.65% 8
2025
Q4 		$21M Sell
36,606
-2,507
-6% -$1.39M 2.44% 11
2025
Q3 		$18.7M Sell
39,113
-1,536
-4% -$656K 2.32% 12
2025
Q2 		$15.8M Buy
40,649
+1,242
+3% +$414K 2.14% 14
2025
Q1 		$13M Buy
39,407
+2,031
+5% +$723K 1.92% 15
2024
Q4 		$13.6M Buy
37,376
+396
+1% +$154K 2.12% 12
2024
Q3 		$14.5M Buy
36,980
+965
+3% +$333K 2.25% 12
2024
Q2 		$12M Sell
36,015
-431
-1% -$149K 2.1% 14
2024
Q1 		$13.4M Sell
36,446
-2,320
-6% -$741K 2.36% 12
2023
Q4 		$11.5M Sell
38,766
-29
-0.1% -$7.52K 2.29% 12
2023
Q3 		$10.6M Sell
38,795
-2,666
-6% -$723K 2.33% 12
2023
Q2 		$10.2M Buy
41,461
+1,457
+4% +$325K 2.19% 11
2023
Q1 		$9.15M Sell
40,004
-838
-2% -$203K 2.05% 13
2022
Q4 		$9.78M Sell
40,842
-2,533
-6% -$551K 2.25% 10
2022
Q3 		$7.12M Buy
43,375
+42,125
+3,370% +$7.7M 1.93% 18
2022
Q2 		$223K Buy
1,250
+54
+5% +$11.4K 0.06% 170
2022
Q1 		$266K Buy
1,196
+2
+0.2% +$419 0.06% 166
2021
Q4 		$247K Buy
1,194
+2
+0.2% +$403 0.05% 181
2021
Q3 		$229K Sell
1,192
-3
-0.3% -$625 0.05% 182
2021
Q2 		$260K Sell
1,195
-29
-2% -$6.7K 0.06% 166
2021
Q1 		$284K Sell
1,224
-24
-2% -$4.97K 0.08% 145
2020
Q4 		$227K Buy
+1,248
New +$212K 0.07% 161
2018
Q1 		– Sell
-1,618
Closed -$255K – 152
2017
Q4 		$255K Buy
1,618
+3
+0.2% +$416 0.11% 124
2017
Q3 		$201K Buy
+1,615
New +$186K 0.1% 139

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

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

Stockman Wealth Management reduced its Caterpillar (CAT) stake by 7.4% in Q1 2026, selling an estimated $1.88M and leaving 33,891 shares worth $24M. The position accounts for 2.65% of the portfolio, ranked #8.

Stockman Wealth Management first reported a position in CAT in Q3 2017 and has held it in 24 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stockman Wealth Management held 33,891 shares of Caterpillar worth $24M as of Q1 2026.
  • Stockman Wealth Management sold 2,715 Caterpillar shares in Q1 2026, an estimated $1.88M.
  • Caterpillar made up 2.65% of Stockman Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Stockman Wealth Management first reported a position in Caterpillar in Q3 2017 and has held it in 24 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.