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TritonPoint Wealth’s Caterpillar CAT Stock Holding History

TritonPoint Wealth’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 		$7.05M Sell
9,953
-674
-6% -$467K 0.76% 33
2025
Q4 		$6.09M Sell
10,627
-494
-4% -$275K 0.62% 40
2025
Q3 		$5.31M Buy
11,121
+715
+7% +$305K 0.46% 57
2025
Q2 		$4.04M Sell
10,406
-253
-2% -$84.3K 0.37% 72
2025
Q1 		$3.52M Buy
10,659
+90
+0.9% +$32.1K 0.33% 78
2024
Q4 		$3.83M Sell
10,569
-142
-1% -$55.1K 0.35% 77
2024
Q3 		$4.19M Buy
10,711
+99
+0.9% +$34.2K 0.38% 72
2024
Q2 		$3.53M Sell
10,612
-84
-0.8% -$29.1K 0.34% 79
2024
Q1 		$3.23M Sell
10,696
-1,839
-15% -$588K 0.34% 74
2023
Q4 		$3.71M Buy
+12,535
New +$3.25M 0.36% 72

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

TritonPoint Wealth's CAT Position: Q1 2026 in Review

TritonPoint Wealth reduced its Caterpillar (CAT) stake by 6.3% in Q1 2026, selling an estimated $467K and leaving 9,953 shares worth $7.05M. The position accounts for 0.76% of the portfolio, ranked #33.

TritonPoint Wealth first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TritonPoint Wealth held 9,953 shares of Caterpillar worth $7.05M as of Q1 2026.
  • TritonPoint Wealth sold 674 Caterpillar shares in Q1 2026, an estimated $467K.
  • Caterpillar made up 0.76% of TritonPoint Wealth's portfolio in Q1 2026, its #33 holding.
  • TritonPoint Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.