Wealthspan Partners’s Caterpillar CAT Stock Holding History

Wealthspan Partners’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	$2.98M	Buy	4,206 +3	+0.1%	+$2.08K	1.05%	27
2025 Q4	$2.41M	Sell	4,203 -18	-0.4%	-$10K	0.87%	28
2025 Q3	$2.01M	Buy	4,221 +27	+0.6%	+$11.5K	0.77%	29
2025 Q2	$1.63M	Sell	4,194 -32	-0.8%	-$10.7K	0.67%	34
2025 Q1	$1.39M	Sell	4,226 -10	-0.2%	-$3.56K	0.64%	33
2024 Q4	$1.54M	Sell	4,236 -1	-0%	-$388	0.73%	32
2024 Q3	$1.66M	Buy	4,237 +1	+0%	+$345	0.82%	28
2024 Q2	$1.41M	Buy	4,236 +738	+21%	+$256K	0.78%	27
2024 Q1	$1.28M	Buy	3,498 +768	+28%	+$245K	0.76%	27
2023 Q4	$807K	Sell	2,730 -72	-3%	-$18.7K	0.57%	32
2023 Q3	$765K	Buy	2,802 +5	+0.2%	+$1.36K	0.6%	31
2023 Q2	$688K	Sell	2,797 -60	-2%	-$13.4K	0.54%	32
2023 Q1	$654K	Hold	2,857	–	–	0.56%	33
2022 Q4	$684K	Hold	2,857	–	–	0.62%	32
2022 Q3	$469K	Hold	2,857	–	–	0.49%	38
2022 Q2	$511K	Sell	2,857 -70	-2%	-$14.8K	0.53%	35
2022 Q1	$652K	Hold	2,927	–	–	0.59%	29
2021 Q4	$605K	Buy	+2,927	New	+$589K	0.53%	35

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspan Partners's CAT Position: Q1 2026 in Review

Wealthspan Partners increased its Caterpillar (CAT) stake by 0.07% in Q1 2026, buying an estimated $2.08K and bringing the position to 4,206 shares worth $2.98M. The position accounts for 1.05% of the portfolio, ranked #27.

Wealthspan Partners first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Wealthspan Partners held 4,206 shares of Caterpillar worth $2.98M as of Q1 2026.
Wealthspan Partners bought 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
Caterpillar made up 1.05% of Wealthspan Partners's portfolio in Q1 2026, its #27 holding.
Wealthspan Partners first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.