WAOI
CAT icon

Wealth Advisors of Iowa’s Caterpillar CAT Stock Holding History

Wealth Advisors of Iowa’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 		$747K Buy
1,054
+1
+0.1% +$693 0.23% 45
2025
Q4 		$603K Buy
1,053
+585
+125% +$325K 0.2% 48
2025
Q3 		$223K Buy
+468
New +$200K 0.08% 76

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

Wealth Advisors of Iowa's CAT Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Caterpillar (CAT) stake by 0.09% in Q1 2026, buying an estimated $693 and bringing the position to 1,054 shares worth $747K. The position accounts for 0.23% of the portfolio, ranked #45.

Wealth Advisors of Iowa first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Advisors of Iowa held 1,054 shares of Caterpillar worth $747K as of Q1 2026.
  • Wealth Advisors of Iowa bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.23% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #45 holding.
  • Wealth Advisors of Iowa first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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