SWA
CAT icon

Strata Wealth Advisors’s Caterpillar CAT Stock Holding History

Strata Wealth Advisors’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 		$269K Buy
380
+8
+2% +$5.54K 0.07% 78
2025
Q4 		$213K Buy
+372
New +$207K 0.06% 86

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

Strata Wealth Advisors's CAT Position: Q1 2026 in Review

Strata Wealth Advisors increased its Caterpillar (CAT) stake by 2.2% in Q1 2026, buying an estimated $5.54K and bringing the position to 380 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #78.

Strata Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strata Wealth Advisors held 380 shares of Caterpillar worth $269K as of Q1 2026.
  • Strata Wealth Advisors bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.07% of Strata Wealth Advisors's portfolio in Q1 2026, its #78 holding.
  • Strata Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.