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UP Strategic Wealth Investment Advisors’s Caterpillar CAT Stock Holding History

UP Strategic Wealth Investment 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 		$634K Hold
708
– – 0.4% 40
2025
Q4 		$514K Hold
708
– – 0.37% 44
2025
Q3 		$378K Hold
708
– – 0.28% 55
2025
Q2 		$275K Sell
708
-55
-7% -$18.3K 0.21% 68
2025
Q1 		$252K Buy
763
+110
+17% +$39.2K 0.22% 68
2024
Q4 		$237K Buy
+653
New +$253K 0.24% 67

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

UP Strategic Wealth Investment Advisors's CAT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 708 shares worth $634K. The position accounts for 0.4% of the portfolio, ranked #40.

UP Strategic Wealth Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 708 shares of Caterpillar worth $634K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.4% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.