TA
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TruWealth Advisors’s Caterpillar CAT Stock Holding History

TruWealth 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 		$31M Sell
43,814
-412
-0.9% -$285K 1.49% 22
2025
Q4 		$25.3M Buy
44,226
+53
+0.1% +$29.5K 1.24% 26
2025
Q3 		$21.1M Buy
44,173
+16,959
+62% +$7.24M 1.07% 32
2025
Q2 		$10.6M Buy
27,214
+3,079
+13% +$1.03M 0.58% 46
2025
Q1 		$7.96M Buy
24,135
+914
+4% +$326K 0.48% 50
2024
Q4 		$8.42M Sell
23,221
-19
-0.1% -$7.37K 0.51% 48
2024
Q3 		$9.09M Buy
23,240
+992
+4% +$343K 0.56% 45
2024
Q2 		$7.41M Buy
22,248
+5,571
+33% +$1.93M 0.49% 47
2024
Q1 		$6.11M Buy
16,677
+15,491
+1,306% +$4.95M 0.43% 52
2023
Q4 		$351K Hold
1,186
– – 0.03% 108
2023
Q3 		$324K Sell
1,186
-5
-0.4% -$1.36K 0.03% 108
2023
Q2 		$293K Buy
1,191
+1
+0.1% +$223 0.03% 118
2023
Q1 		$272K Sell
1,190
-8
-0.7% -$1.93K 0.03% 125
2022
Q4 		$287K Buy
+1,198
New +$261K 0.03% 114
2022
Q3 		– Sell
-1,198
Closed -$214K – 134
2022
Q2 		$214K Buy
1,198
+2
+0.2% +$421 0.02% 125
2022
Q1 		$266K Buy
1,196
+13
+1% +$2.73K 0.03% 100
2021
Q4 		$245K Sell
1,183
-507
-30% -$102K 0.02% 108
2021
Q3 		$324K Sell
1,690
-218
-11% -$45.4K 0.04% 92
2021
Q2 		$415K Buy
1,908
+147
+8% +$34K 0.05% 78
2021
Q1 		$408K Buy
1,761
+556
+46% +$115K 0.06% 73
2020
Q4 		$219K Buy
+1,205
New +$204K 0.03% 102

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

TruWealth Advisors's CAT Position: Q1 2026 in Review

TruWealth Advisors reduced its Caterpillar (CAT) stake by 0.93% in Q1 2026, selling an estimated $285K and leaving 43,814 shares worth $31M. The position accounts for 1.49% of the portfolio, ranked #22.

TruWealth Advisors first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TruWealth Advisors held 43,814 shares of Caterpillar worth $31M as of Q1 2026.
  • TruWealth Advisors sold 412 Caterpillar shares in Q1 2026, an estimated $285K.
  • Caterpillar made up 1.49% of TruWealth Advisors's portfolio in Q1 2026, its #22 holding.
  • TruWealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.