VWM
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Valley Wealth Managers’s Caterpillar CAT Stock Holding History

Valley Wealth Managers’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 		– Sell
-290
Closed -$166K – 329
2025
Q4 		$166K Sell
290
-12,092
-98% -$6.72M 0.01% 181
2025
Q3 		$5.91M Sell
12,382
-127
-1% -$54.2K 0.39% 57
2025
Q2 		$4.86M Buy
12,509
+238
+2% +$79.3K 0.35% 58
2025
Q1 		$4.05M Sell
12,271
-49
-0.4% -$17.5K 0.31% 72
2024
Q4 		$4.47M Sell
12,320
-1,630
-12% -$632K 0.33% 62
2024
Q3 		$5.46M Sell
13,950
-145
-1% -$50.1K 0.4% 50
2024
Q2 		$4.7M Sell
14,095
-1,651
-10% -$572K 0.37% 58
2024
Q1 		$5.77M Sell
15,746
-2,265
-13% -$724K 0.43% 54
2023
Q4 		$5.33M Sell
18,011
-959
-5% -$249K 0.42% 54
2023
Q3 		$5.18M Sell
18,970
-2,275
-11% -$617K 0.43% 56
2023
Q2 		$5.23M Sell
21,245
-826
-4% -$184K 0.47% 47
2023
Q1 		$5.05M Sell
22,071
-684
-3% -$165K 0.46% 50
2022
Q4 		$5.45M Sell
22,755
-2,145
-9% -$467K 0.51% 47
2022
Q3 		$4.08M Buy
24,900
+1,975
+9% +$361K 0.41% 60
2022
Q2 		$4.1M Buy
22,925
+1,105
+5% +$233K 0.38% 68
2022
Q1 		$4.86M Buy
+21,820
New +$4.58M 0.41% 55
2015
Q4 		– Sell
-14,700
Closed -$961K – 100
2015
Q3 		$961K Sell
14,700
-970
-6% -$74.2K 0.17% 71
2015
Q2 		$1.33M Sell
15,670
-1,615
-9% -$139K 0.23% 52
2015
Q1 		$1.38M Buy
+17,285
New +$1.44M 0.24% 55

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

Valley Wealth Managers's CAT Position: Q1 2026 in Review

Valley Wealth Managers sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 290 shares — an estimated $166K sold.

Valley Wealth Managers first reported a position in CAT in Q1 2015 and held it in 19 quarters. The position peaked at $5.91M in Q3 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Valley Wealth Managers reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 290 Caterpillar shares in Q1 2026, an estimated $166K.
  • Valley Wealth Managers first reported a position in Caterpillar in Q1 2015 and held it in 19 quarters.
  • Valley Wealth Managers's Caterpillar position peaked at $5.91M in Q3 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.