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Wealth Management Associates’s Caterpillar CAT Stock Holding History

Wealth Management Associates’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 		$595K Sell
839
-485
-37% -$336K 0.21% 98
2025
Q4 		$759K Hold
1,324
– – 0.26% 71
2025
Q3 		$632K Sell
1,324
-16
-1% -$6.83K 0.22% 83
2025
Q2 		$520K Buy
1,340
+53
+4% +$17.7K 0.2% 94
2025
Q1 		$424K Sell
1,287
-151
-11% -$53.8K 0.18% 107
2024
Q4 		$521K Buy
1,438
+1
+0.1% +$388 0.22% 88
2024
Q3 		$562K Buy
1,437
+1
+0.1% +$345 0.25% 85
2024
Q2 		$478K Hold
1,436
– – 0.22% 88
2024
Q1 		$478K Sell
1,436
-320
-18% -$102K 0.22% 88
2023
Q4 		$519K Sell
1,756
-49
-3% -$12.7K 0.27% 80
2023
Q3 		$493K Buy
1,805
+196
+12% +$53.2K 0.29% 77
2023
Q2 		$396K Buy
1,609
+1
+0.1% +$223 0.22% 94
2023
Q1 		$368K Buy
1,608
+45
+3% +$10.9K 0.23% 98
2022
Q4 		$374K Buy
1,563
+71
+5% +$15.5K 0.25% 95
2022
Q3 		$245K Sell
1,492
-77
-5% -$14.1K 0.17% 144
2022
Q2 		$280K Buy
1,569
+1
+0.1% +$211 0.19% 132
2022
Q1 		$349K Sell
1,568
-1,810
-54% -$380K 0.2% 130
2021
Q4 		$698K Buy
3,378
+2,310
+216% +$465K 0.38% 68
2021
Q3 		$205K Sell
1,068
-932
-47% -$194K 0.12% 183
2021
Q2 		$435K Buy
2,000
+7
+0.4% +$1.62K 0.25% 110
2021
Q1 		$462K Buy
1,993
+8
+0.4% +$1.66K 0.29% 88
2020
Q4 		$361K Buy
1,985
+9
+0.5% +$1.53K 0.24% 107
2020
Q3 		$295K Buy
1,976
+11
+0.6% +$1.54K 0.23% 110
2020
Q2 		$249K Buy
1,965
+13
+0.7% +$1.54K 0.21% 114
2020
Q1 		$226K Buy
1,952
+46
+2% +$5.88K 0.23% 100
2019
Q4 		$282K Sell
1,906
-94
-5% -$13.1K 0.2% 115
2019
Q3 		$253K Buy
2,000
+114
+6% +$14.5K 0.2% 119
2019
Q2 		$257K Buy
1,886
+11
+0.6% +$1.45K 0.26% 78
2019
Q1 		$254K Sell
1,875
-191
-9% -$25.4K 0.28% 80
2018
Q4 		$262K Buy
+2,066
New +$269K 0.35% 66

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 Management Associates's CAT Position: Q1 2026 in Review

Wealth Management Associates reduced its Caterpillar (CAT) stake by 37% in Q1 2026, selling an estimated $336K and leaving 839 shares worth $595K. The position accounts for 0.21% of the portfolio, ranked #98.

Wealth Management Associates first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $759K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Management Associates held 839 shares of Caterpillar worth $595K as of Q1 2026.
  • Wealth Management Associates sold 485 Caterpillar shares in Q1 2026, an estimated $336K.
  • Caterpillar made up 0.21% of Wealth Management Associates's portfolio in Q1 2026, its #98 holding.
  • Wealth Management Associates first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Caterpillar position peaked at $759K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.