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Wealth Management Nebraska’s Caterpillar CAT Stock Holding History

Wealth Management Nebraska’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 		$736K Buy
1,039
+31
+3% +$21.5K 0.07% 47
2025
Q4 		$578K Buy
1,008
+28
+3% +$15.6K 0.07% 52
2025
Q3 		$468K Sell
980
-4
-0.4% -$1.71K 0.06% 55
2025
Q2 		$379K Hold
984
– – 0.05% 53
2025
Q1 		$325K Buy
984
+47
+5% +$16.7K 0.05% 52
2024
Q4 		$340K Buy
+937
New +$363K 0.06% 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

Wealth Management Nebraska's CAT Position: Q1 2026 in Review

Wealth Management Nebraska increased its Caterpillar (CAT) stake by 3.1% in Q1 2026, buying an estimated $21.5K and bringing the position to 1,039 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #47.

Wealth Management Nebraska first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Management Nebraska held 1,039 shares of Caterpillar worth $736K as of Q1 2026.
  • Wealth Management Nebraska bought 31 Caterpillar shares in Q1 2026, an estimated $21.5K.
  • Caterpillar made up 0.07% of Wealth Management Nebraska's portfolio in Q1 2026, its #47 holding.
  • Wealth Management Nebraska first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.