WWA
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WCG Wealth Advisors’s Caterpillar CAT Stock Holding History

WCG 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 		$9.12M Sell
12,871
-509
-4% -$353K 0.26% 98
2025
Q4 		$7.67M Buy
+13,380
New +$7.44M 0.21% 106
2022
Q4 		– Sell
-2,518
Closed -$460K – 171
2022
Q3 		$460K Sell
2,518
-213
-8% -$38.9K 0.06% 192
2022
Q2 		$488K Buy
+2,731
New +$576K 0.07% 172

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

WCG Wealth Advisors's CAT Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Caterpillar (CAT) stake by 3.8% in Q1 2026, selling an estimated $353K and leaving 12,871 shares worth $9.12M. The position accounts for 0.26% of the portfolio, ranked #98.

WCG Wealth Advisors first reported a position in CAT in Q2 2022 and has held it in 4 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • WCG Wealth Advisors held 12,871 shares of Caterpillar worth $9.12M as of Q1 2026.
  • WCG Wealth Advisors sold 509 Caterpillar shares in Q1 2026, an estimated $353K.
  • Caterpillar made up 0.26% of WCG Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • WCG Wealth Advisors first reported a position in Caterpillar in Q2 2022 and has held it in 4 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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