Topsail Wealth Management’s Caterpillar CAT Stock Holding History

Topsail Wealth Management’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	$259K	Hold	366	–	–	0.04%	141
2025 Q4	$210K	Buy	+366	New	+$203K	0.03%	157

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

Topsail Wealth Management's CAT Position: Q1 2026 in Review

Topsail Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 366 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #141.

Topsail Wealth Management 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.

Topsail Wealth Management held 366 shares of Caterpillar worth $259K as of Q1 2026.
Topsail Wealth Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.04% of Topsail Wealth Management's portfolio in Q1 2026, its #141 holding.
Topsail Wealth Management 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 Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.