WIM
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WealthPlan Investment Management’s Caterpillar CAT Stock Holding History

WealthPlan Investment Management’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 		$9.76M Buy
13,770
+3,849
+39% +$2.67M 0.54% 49
2025
Q4 		$5.68M Buy
9,921
+4,458
+82% +$2.48M 0.36% 76
2025
Q3 		$2.61M Sell
5,463
-529
-9% -$226K 0.17% 110
2025
Q2 		$2.33M Sell
5,992
-108
-2% -$36K 0.17% 116
2025
Q1 		$2.01M Hold
6,100
– – 0.2% 99
2024
Q4 		$2.21M Sell
6,100
-41
-0.7% -$15.9K 0.22% 97
2024
Q3 		$2.4M Buy
6,141
+5,251
+590% +$1.81M 0.24% 94
2024
Q2 		$297K Sell
890
-116
-12% -$40.2K 0.04% 151
2024
Q1 		$369K Buy
1,006
+116
+13% +$37.1K 0.06% 139
2023
Q4 		$263K Hold
890
– – 0.04% 162
2023
Q3 		$243K Buy
890
+300
+51% +$81.4K 0.04% 157
2023
Q2 		$145K Sell
590
-300
-34% -$66.9K 0.04% 139
2023
Q1 		$204K Sell
890
-6,940
-89% -$1.68M 0.04% 159
2022
Q4 		$1.94M Buy
7,830
+633
+9% +$138K 0.14% 123
2022
Q3 		$1.65M Buy
+7,197
New +$1.31M 0.12% 128
2022
Q1 		$1.61M Buy
+7,665
New +$1.61M 0.11% 129

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

WealthPlan Investment Management's CAT Position: Q1 2026 in Review

WealthPlan Investment Management increased its Caterpillar (CAT) stake by 39% in Q1 2026, buying an estimated $2.67M and bringing the position to 13,770 shares worth $9.76M. The position accounts for 0.54% of the portfolio, ranked #49.

WealthPlan Investment Management first reported a position in CAT in Q1 2022 and has held it in 16 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • WealthPlan Investment Management held 13,770 shares of Caterpillar worth $9.76M as of Q1 2026.
  • WealthPlan Investment Management bought 3,849 Caterpillar shares in Q1 2026, an estimated $2.67M.
  • Caterpillar made up 0.54% of WealthPlan Investment Management's portfolio in Q1 2026, its #49 holding.
  • WealthPlan Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 16 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.