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Triad Wealth Partners’s Caterpillar CAT Stock Holding History

Triad 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 		$942K Buy
1,329
+184
+16% +$127K 0.07% 179
2025
Q4 		$656K Buy
1,145
+372
+48% +$207K 0.06% 211
2025
Q3 		$369K Buy
773
+234
+43% +$99.9K 0.05% 250
2025
Q2 		$209K Buy
+539
New +$180K 0.04% 278
2024
Q3 		– Sell
-147
Closed -$49K – 185
2024
Q2 		$49K Buy
+147
New +$51K 0.03% 233

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

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

Triad Wealth Partners increased its Caterpillar (CAT) stake by 16% in Q1 2026, buying an estimated $127K and bringing the position to 1,329 shares worth $942K. The position accounts for 0.07% of the portfolio, ranked #179.

Triad Wealth Partners first reported a position in CAT in Q2 2024 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Triad Wealth Partners held 1,329 shares of Caterpillar worth $942K as of Q1 2026.
  • Triad Wealth Partners bought 184 Caterpillar shares in Q1 2026, an estimated $127K.
  • Caterpillar made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #179 holding.
  • Triad Wealth Partners first reported a position in Caterpillar in Q2 2024 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.