TWA
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Talisman Wealth Advisors’s Caterpillar CAT Stock Holding History

Talisman 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 		$388K Sell
548
-56
-9% -$38.8K 0.31% 61
2025
Q4 		$346K Sell
604
-38
-6% -$21.1K 0.27% 72
2025
Q3 		$306K Hold
642
– – 0.25% 80
2025
Q2 		$249K Buy
642
+11
+2% +$3.67K 0.23% 91
2025
Q1 		$208K Buy
631
+1
+0.2% +$356 0.21% 101
2024
Q4 		$228K Sell
630
-19
-3% -$7.37K 0.24% 94
2024
Q3 		$254K Buy
649
+11
+2% +$3.8K 0.27% 87
2024
Q2 		$213K Buy
638
+61
+11% +$21.2K 0.25% 92
2024
Q1 		$212K Buy
+577
New +$184K 0.27% 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

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

Talisman Wealth Advisors reduced its Caterpillar (CAT) stake by 9.3% in Q1 2026, selling an estimated $38.8K and leaving 548 shares worth $388K. The position accounts for 0.31% of the portfolio, ranked #61.

Talisman Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Talisman Wealth Advisors held 548 shares of Caterpillar worth $388K as of Q1 2026.
  • Talisman Wealth Advisors sold 56 Caterpillar shares in Q1 2026, an estimated $38.8K.
  • Caterpillar made up 0.31% of Talisman Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Talisman Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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