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Wealth Advisory Solutions’s Caterpillar CAT Stock Holding History

Wealth Advisory Solutions’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 		$307K Buy
433
+69
+19% +$47.8K 0.07% 108
2025
Q4 		$209K Buy
+364
New +$202K 0.05% 136
2021
Q2 		– Sell
-1,830
Closed -$424K – 173
2021
Q1 		$424K Buy
+1,830
New +$379K 0.32% 46

Other funds holding CAT

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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 Advisory Solutions's CAT Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Caterpillar (CAT) stake by 19% in Q1 2026, buying an estimated $47.8K and bringing the position to 433 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #108.

Wealth Advisory Solutions first reported a position in CAT in Q1 2021 and has held it in 3 quarters since. The position peaked at $424K in Q1 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Advisory Solutions held 433 shares of Caterpillar worth $307K as of Q1 2026.
  • Wealth Advisory Solutions bought 69 Caterpillar shares in Q1 2026, an estimated $47.8K.
  • Caterpillar made up 0.07% of Wealth Advisory Solutions's portfolio in Q1 2026, its #108 holding.
  • Wealth Advisory Solutions first reported a position in Caterpillar in Q1 2021 and has held it in 3 quarters since.
  • Wealth Advisory Solutions's Caterpillar position peaked at $424K in Q1 2021.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.