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Vestia Personal Wealth Advisors’s Caterpillar CAT Stock Holding History

Vestia Personal 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 		$765K Buy
1,080
+4
+0.4% +$2.77K 0.36% 38
2025
Q4 		$695K Sell
1,076
-79
-7% -$43.9K 0.35% 39
2025
Q3 		$551K Buy
1,155
+149
+15% +$63.6K 0.32% 46
2025
Q2 		$390K Buy
1,006
+31
+3% +$10.3K 0.27% 58
2025
Q1 		$322K Sell
975
-21
-2% -$7.48K 0.25% 61
2024
Q4 		$361K Buy
996
+18
+2% +$6.98K 0.3% 53
2024
Q3 		$383K Buy
978
+11
+1% +$3.8K 0.36% 44
2024
Q2 		$322K Buy
+967
New +$335K 0.34% 48

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

Vestia Personal Wealth Advisors's CAT Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Caterpillar (CAT) stake by 0.37% in Q1 2026, buying an estimated $2.77K and bringing the position to 1,080 shares worth $765K. The position accounts for 0.36% of the portfolio, ranked #38.

Vestia Personal Wealth Advisors first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vestia Personal Wealth Advisors held 1,080 shares of Caterpillar worth $765K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 0.36% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Vestia Personal Wealth Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.