U.S. Capital Wealth Advisors’s Caterpillar CAT Stock Holding History

U.S. Capital 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	$12.1M	Buy	17,051 +1,637	+11%	+$1.13M	0.3%	71
2025 Q4	$8.83M	Buy	15,414 +2,734	+22%	+$1.52M	0.23%	105
2025 Q3	$6.05M	Buy	12,680 +147	+1%	+$62.8K	0.16%	150
2025 Q2	$4.87M	Sell	12,533 -17,170	-58%	-$5.72M	0.14%	167
2025 Q1	$9.8M	Sell	29,703 -661	-2%	-$235K	0.3%	81
2024 Q4	$11M	Buy	30,364 +16,556	+120%	+$6.42M	0.34%	61
2024 Q3	$5.4M	Sell	13,808 -57	-0.4%	-$19.7K	0.19%	118
2024 Q2	$4.62M	Buy	13,865 +553	+4%	+$192K	0.18%	129
2024 Q1	$4.88M	Buy	13,312 +35	+0.3%	+$11.2K	0.19%	130
2023 Q4	$3.93M	Sell	13,277 -597	-4%	-$155K	0.16%	140
2023 Q3	$3.79M	Buy	13,874 +115	+0.8%	+$31.2K	0.17%	125
2023 Q2	$3.39M	Buy	13,759 +3,026	+28%	+$675K	0.16%	132
2023 Q1	$2.46M	Buy	10,733 +3,065	+40%	+$741K	0.11%	174
2022 Q4	$1.84M	Sell	7,668 -1,073	-12%	-$234K	0.09%	221
2022 Q3	$1.43M	Sell	8,741 -45	-0.5%	-$8.22K	0.07%	260
2022 Q2	$1.57M	Sell	8,786 -10,752	-55%	-$2.27M	0.07%	261
2022 Q1	$4.35M	Sell	19,538 -219	-1%	-$45.9K	0.16%	134
2021 Q4	$4.08M	Buy	19,757 +475	+2%	+$95.6K	0.16%	140
2021 Q3	$3.7M	Buy	+19,282	New	+$4.02M	0.16%	142

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

U.S. Capital Wealth Advisors's CAT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $1.13M and bringing the position to 17,051 shares worth $12.1M. The position accounts for 0.3% of the portfolio, ranked #71.

U.S. Capital Wealth Advisors first reported a position in CAT in Q3 2021 and has held it in 19 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

U.S. Capital Wealth Advisors held 17,051 shares of Caterpillar worth $12.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,637 Caterpillar shares in Q1 2026, an estimated $1.13M.
Caterpillar made up 0.3% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #71 holding.
U.S. Capital Wealth Advisors first reported a position in Caterpillar in Q3 2021 and has held it in 19 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.