SSW
CAT icon

Stone Summit Wealth’s Caterpillar CAT Stock Holding History

Stone Summit 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 		$4.35M Sell
6,145
-525
-8% -$364K 1.21% 26
2025
Q4 		$3.82M Sell
6,670
-281
-4% -$156K 1.04% 31
2025
Q3 		$3.32M Sell
6,951
-226
-3% -$96.5K 0.94% 35
2025
Q2 		$2.79M Buy
7,177
+100
+1% +$33.3K 0.86% 40
2025
Q1 		$2.33M Buy
7,077
+325
+5% +$116K 0.79% 45
2024
Q4 		$2.45M Buy
6,752
+31
+0.5% +$12K 0.82% 42
2024
Q3 		$2.63M Sell
6,721
-95
-1% -$32.8K 0.85% 39
2024
Q2 		$2.27M Sell
6,816
-125
-2% -$43.3K 0.81% 38
2024
Q1 		$2.54M Sell
6,941
-620
-8% -$198K 0.88% 40
2023
Q4 		$2.24M Sell
7,561
-70
-0.9% -$18.2K 0.86% 39
2023
Q3 		$2.08M Sell
7,631
-155
-2% -$42K 0.89% 39
2023
Q2 		$1.92M Buy
7,786
+175
+2% +$39K 0.79% 42
2023
Q1 		$1.74M Sell
7,611
-84
-1% -$20.3K 0.77% 45
2022
Q4 		$1.84M Buy
7,695
+115
+2% +$25K 0.9% 39
2022
Q3 		$1.24M Buy
7,580
+170
+2% +$31.1K 0.76% 50
2022
Q2 		$1.32M Buy
7,410
+730
+11% +$154K 0.79% 47
2022
Q1 		$1.47M Buy
6,680
+2,034
+44% +$427K 0.82% 40
2021
Q4 		$964K Buy
+4,646
New +$936K 0.78% 49

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

Stone Summit Wealth's CAT Position: Q1 2026 in Review

Stone Summit Wealth reduced its Caterpillar (CAT) stake by 7.9% in Q1 2026, selling an estimated $364K and leaving 6,145 shares worth $4.35M. The position accounts for 1.21% of the portfolio, ranked #26.

Stone Summit Wealth first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stone Summit Wealth held 6,145 shares of Caterpillar worth $4.35M as of Q1 2026.
  • Stone Summit Wealth sold 525 Caterpillar shares in Q1 2026, an estimated $364K.
  • Caterpillar made up 1.21% of Stone Summit Wealth's portfolio in Q1 2026, its #26 holding.
  • Stone Summit Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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