Turtle Creek Wealth Advisors’s Caterpillar CAT Stock Holding History

Turtle Creek 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	$24M	Buy	33,847 +810	+2%	+$561K	1.81%	7
2025 Q4	$18.9M	Buy	33,037 +2,459	+8%	+$1.37M	1.49%	12
2025 Q3	$14.6M	Buy	30,578 +1,438	+5%	+$614K	1.3%	16
2025 Q2	$11.3M	Buy	29,140 +3,195	+12%	+$1.06M	1.33%	15
2025 Q1	$8.56M	Buy	25,945 +5,650	+28%	+$2.01M	1.28%	19
2024 Q4	$7.36M	Buy	20,295 +181	+0.9%	+$70.2K	1.7%	16
2024 Q3	$7.87M	Buy	20,114 +291	+1%	+$100K	1.58%	14
2024 Q2	$6.6M	Buy	19,823 +2,668	+16%	+$925K	1.53%	17
2024 Q1	$6.29M	Buy	17,155 +1,289	+8%	+$412K	1.54%	13
2023 Q4	$4.69M	Buy	+15,866	New	+$4.12M	1.38%	13

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

Turtle Creek Wealth Advisors's CAT Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Caterpillar (CAT) stake by 2.5% in Q1 2026, buying an estimated $561K and bringing the position to 33,847 shares worth $24M. The position accounts for 1.81% of the portfolio, ranked #7.

Turtle Creek Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Turtle Creek Wealth Advisors held 33,847 shares of Caterpillar worth $24M as of Q1 2026.
Turtle Creek Wealth Advisors bought 810 Caterpillar shares in Q1 2026, an estimated $561K.
Caterpillar made up 1.81% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Turtle Creek Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.