WF
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Wayfinding Financial’s Caterpillar CAT Stock Holding History

Wayfinding Financial’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 		$1.57M Buy
2,223
+28
+1% +$19.4K 0.68% 32
2025
Q4 		$1.26M Sell
2,195
-95
-4% -$52.8K 0.53% 41
2025
Q3 		$1.09M Sell
2,290
-2
-0.1% -$854 0.47% 46
2025
Q2 		$994K Sell
2,292
-11
-0.5% -$3.67K 0.44% 46
2025
Q1 		$759K Sell
2,303
-15
-0.6% -$5.34K 0.33% 54
2024
Q4 		$840K Buy
+2,318
New +$899K 0.45% 44
2024
Q3 		– Sell
-2,222
Closed -$740K – 51
2024
Q2 		$740K Sell
2,222
-425
-16% -$147K 0.42% 48
2024
Q1 		$911K Sell
2,647
-19
-0.7% -$6.07K 0.53% 42
2023
Q4 		$788K Sell
2,666
-35
-1% -$9.08K 0.54% 40
2023
Q3 		$733K Buy
2,701
+16
+0.6% +$4.34K 0.55% 36
2023
Q2 		$699K Buy
2,685
+73
+3% +$16.3K 0.49% 39
2023
Q1 		$597K Buy
2,612
+334
+15% +$80.7K 0.45% 43
2022
Q4 		$483K Sell
2,278
-185
-8% -$40.3K 0.39% 47
2022
Q3 		$404K Buy
2,463
+36
+1% +$6.58K 0.38% 42
2022
Q2 		$433K Sell
2,427
-21
-0.9% -$4.42K 0.38% 46
2022
Q1 		$525K Buy
2,448
+170
+7% +$35.7K 0.44% 40
2021
Q4 		$483K Buy
+2,278
New +$459K 0.39% 47

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

Wayfinding Financial's CAT Position: Q1 2026 in Review

Wayfinding Financial increased its Caterpillar (CAT) stake by 1.3% in Q1 2026, buying an estimated $19.4K and bringing the position to 2,223 shares worth $1.57M. The position accounts for 0.68% of the portfolio, ranked #32.

Wayfinding Financial first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wayfinding Financial held 2,223 shares of Caterpillar worth $1.57M as of Q1 2026.
  • Wayfinding Financial bought 28 Caterpillar shares in Q1 2026, an estimated $19.4K.
  • Caterpillar made up 0.68% of Wayfinding Financial's portfolio in Q1 2026, its #32 holding.
  • Wayfinding Financial first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.