Strategic Wealth Partners’s Caterpillar CAT Stock Holding History

Strategic Wealth Partners’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	$838K	Buy	1,183 +99	+9%	+$68.6K	0.06%	163
2025 Q4	$621K	Sell	1,084 -85	-7%	-$47.2K	0.04%	185
2025 Q3	$558K	Buy	1,169 +48	+4%	+$20.5K	0.04%	216
2025 Q2	$435K	Buy	+1,121	New	+$374K	0.03%	228
2024 Q4	$433K	Sell	1,223 -29	-2%	-$11.2K	0.04%	222
2024 Q3	$490K	Buy	1,252 +44	+4%	+$15.2K	0.05%	209
2024 Q2	$402K	Buy	1,208 +104	+9%	+$36.1K	0.04%	214
2024 Q1	$405K	Buy	+1,104	New	+$353K	0.04%	210
2023 Q4	–	Sell	-825	Closed	-$225K	–	281
2023 Q3	$225K	Buy	+825	New	+$224K	0.03%	266
2020 Q2	–	Sell	-1,606	Closed	-$237K	–	137
2020 Q1	$237K	Hold	1,606	–	–	0.12%	127
2019 Q4	$237K	Buy	1,606 +1,522	+1,812%	+$212K	0.12%	127
2019 Q3	$10	Hold	84	–	–	﹤0.01%	514
2019 Q2	$11K	Buy	84 +1	+1%	+$132	0.01%	475
2019 Q1	$12K	Hold	83	–	–	0.01%	460
2018 Q4	$11K	Buy	+83	New	+$10.8K	0.01%	432

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's CAT Position: Q1 2026 in Review

Strategic Wealth Partners increased its Caterpillar (CAT) stake by 9.1% in Q1 2026, buying an estimated $68.6K and bringing the position to 1,183 shares worth $838K. The position accounts for 0.06% of the portfolio, ranked #163.

Strategic Wealth Partners first reported a position in CAT in Q4 2018 and has held it in 15 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Strategic Wealth Partners held 1,183 shares of Caterpillar worth $838K as of Q1 2026.
Strategic Wealth Partners bought 99 Caterpillar shares in Q1 2026, an estimated $68.6K.
Caterpillar made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #163 holding.
Strategic Wealth Partners first reported a position in Caterpillar in Q4 2018 and has held it in 15 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.