Twin Peaks Wealth Advisors’s Caterpillar CAT Stock Holding History

Twin Peaks 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	$367K	Buy	518 +48	+10%	+$33.2K	0.09%	125
2025 Q4	$349K	Buy	+470	New	+$261K	0.1%	127
2025 Q3	–	Sell	-348	Closed	-$144K	–	474
2025 Q2	$144K	Buy	+348	New	+$116K	0.05%	191

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

Twin Peaks Wealth Advisors's CAT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Caterpillar (CAT) stake by 10% in Q1 2026, buying an estimated $33.2K and bringing the position to 518 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #125.

Twin Peaks Wealth Advisors first reported a position in CAT in Q2 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Twin Peaks Wealth Advisors held 518 shares of Caterpillar worth $367K as of Q1 2026.
Twin Peaks Wealth Advisors bought 48 Caterpillar shares in Q1 2026, an estimated $33.2K.
Caterpillar made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #125 holding.
Twin Peaks Wealth Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 3 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.