SWTS
CAT icon

Stonehaven Wealth & Tax Solutions’s Caterpillar CAT Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$312K Sell
441
-237
-35% -$164K 0.28% 60
2025
Q4 		$388K Buy
678
+35
+5% +$19.5K 0.35% 49
2025
Q3 		$307K Sell
643
-4
-0.6% -$1.71K 0.28% 56
2025
Q2 		$251K Hold
647
– – 0.25% 62
2025
Q1 		$213K Buy
647
+18
+3% +$6.41K 0.23% 62
2024
Q4 		$228K Buy
+629
New +$244K 0.25% 74

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

Stonehaven Wealth & Tax Solutions's CAT Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Caterpillar (CAT) stake by 35% in Q1 2026, selling an estimated $164K and leaving 441 shares worth $312K. The position accounts for 0.28% of the portfolio, ranked #60.

Stonehaven Wealth & Tax Solutions first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $388K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 441 shares of Caterpillar worth $312K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions sold 237 Caterpillar shares in Q1 2026, an estimated $164K.
  • Caterpillar made up 0.28% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #60 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's Caterpillar position peaked at $388K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.