SWA
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Strategies Wealth Advisors’s Caterpillar CAT Stock Holding History

Strategies 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 		$775K Buy
1,094
+240
+28% +$166K 0.08% 73
2025
Q4 		$489K Sell
854
-788
-48% -$438K 0.05% 101
2025
Q3 		$784K Buy
1,642
+768
+88% +$328K 0.08% 73
2025
Q2 		$339K Sell
874
-8
-0.9% -$2.67K 0.04% 131
2025
Q1 		$291K Buy
+882
New +$314K 0.04% 142

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

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

Strategies Wealth Advisors increased its Caterpillar (CAT) stake by 28% in Q1 2026, buying an estimated $166K and bringing the position to 1,094 shares worth $775K. The position accounts for 0.08% of the portfolio, ranked #73.

Strategies Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $784K in Q3 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strategies Wealth Advisors held 1,094 shares of Caterpillar worth $775K as of Q1 2026.
  • Strategies Wealth Advisors bought 240 Caterpillar shares in Q1 2026, an estimated $166K.
  • Caterpillar made up 0.08% of Strategies Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Strategies Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Caterpillar position peaked at $784K in Q3 2025.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.