WQ
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Wealth Quarterback’s Caterpillar CAT Stock Holding History

Wealth Quarterback’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 		$1.22M Buy
1,717
+2
+0.1% +$1.39K 0.48% 43
2025
Q4 		$982K Buy
1,715
+7
+0.4% +$3.89K 0.35% 50
2025
Q3 		$815K Buy
1,708
+3
+0.2% +$1.28K 0.32% 64
2025
Q2 		$662K Sell
1,705
-53
-3% -$17.7K 0.31% 69
2025
Q1 		$580K Sell
1,758
-1,220
-41% -$435K 0.33% 71
2024
Q4 		$1.08M Buy
2,978
+18
+0.6% +$6.98K 0.51% 40
2024
Q3 		$1.16M Sell
2,960
-229
-7% -$79.1K 0.6% 36
2024
Q2 		$1.06M Sell
3,189
-193
-6% -$66.9K 0.6% 32
2024
Q1 		$1.24M Sell
3,382
-136
-4% -$43.5K 0.69% 26
2023
Q4 		$1.04M Buy
3,518
+1,637
+87% +$425K 0.64% 26
2023
Q3 		$514K Sell
1,881
-20
-1% -$5.43K 0.44% 62
2023
Q2 		$468K Buy
1,901
+15
+0.8% +$3.34K 0.32% 70
2023
Q1 		$431K Sell
1,886
-118
-6% -$28.5K 0.37% 68
2022
Q4 		$480K Buy
2,004
+329
+20% +$71.6K 0.4% 59
2022
Q3 		$275K Buy
1,675
+46
+3% +$8.4K 0.29% 77
2022
Q2 		$291K Buy
+1,629
New +$343K 0.23% 82
2021
Q3 		$307K Buy
1,597
+7
+0.4% +$1.46K 0.2% 83
2021
Q2 		$347K Buy
+1,590
New +$367K 0.21% 80
2020
Q4 		$300K Sell
1,646
-199
-11% -$33.7K 0.25% 85
2020
Q3 		$233K Hold
1,845
– – 0.21% 99
2020
Q2 		$233K Sell
1,845
-561
-23% -$66.5K 0.21% 99
2020
Q1 		$251K Sell
2,406
-12,792
-84% -$1.63M 0.23% 86
2019
Q4 		$349K Buy
+15,198
New +$2.12M 0.3% 75

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 Quarterback's CAT Position: Q1 2026 in Review

Wealth Quarterback increased its Caterpillar (CAT) stake by 0.12% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,717 shares worth $1.22M. The position accounts for 0.48% of the portfolio, ranked #43.

Wealth Quarterback first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealth Quarterback held 1,717 shares of Caterpillar worth $1.22M as of Q1 2026.
  • Wealth Quarterback bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up 0.48% of Wealth Quarterback's portfolio in Q1 2026, its #43 holding.
  • Wealth Quarterback first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Caterpillar position peaked at $1.24M in Q1 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.