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Wealthspire Advisors (New York)’s Caterpillar CAT Stock Holding History

Wealthspire Advisors (New York)’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 		$4.7M Sell
6,628
-1,429
-18% -$990K 0.04% 172
2025
Q4 		$4.62M Buy
8,057
+2,038
+34% +$1.13M 0.04% 168
2025
Q3 		$2.87M Sell
6,019
-5,227
-46% -$2.23M 0.02% 226
2025
Q2 		$4.37M Buy
11,246
+6,046
+116% +$2.02M 0.02% 171
2025
Q1 		$1.71M Sell
5,200
-242
-4% -$86.2K 0.01% 296
2024
Q4 		$1.97M Sell
5,442
-9
-0.2% -$3.49K 0.02% 250
2024
Q3 		$2.13M Buy
5,451
+639
+13% +$221K 0.02% 243
2024
Q2 		$1.6M Sell
4,812
-72
-1% -$25K 0.02% 235
2024
Q1 		$1.79M Sell
4,884
-452
-8% -$144K 0.02% 216
2023
Q4 		$1.58M Buy
5,336
+438
+9% +$114K 0.02% 233
2023
Q3 		$1.34M Buy
4,898
+2,357
+93% +$639K 0.02% 229
2023
Q2 		$625K Sell
2,541
-48
-2% -$10.7K 0.01% 324
2023
Q1 		$592K Sell
2,589
-1,802
-41% -$436K 0.01% 330
2022
Q4 		$1.05M Buy
4,391
+1,924
+78% +$419K 0.02% 253
2022
Q3 		$405K Buy
2,467
+455
+23% +$83.1K 0.01% 369
2022
Q2 		$360K Buy
2,012
+127
+7% +$26.8K 0.01% 362
2022
Q1 		$420K Sell
1,885
-2,964
-61% -$622K 0.01% 296
2021
Q4 		$1M Buy
4,849
+270
+6% +$54.4K 0.02% 225
2021
Q3 		$879K Buy
4,579
+2,654
+138% +$553K 0.02% 270
2021
Q2 		$419K Sell
1,925
-5,878
-75% -$1.36M 0.01% 244
2021
Q1 		$1.81M Buy
7,803
+1,016
+15% +$210K 0.04% 184
2020
Q4 		$1.24M Buy
6,787
+2,964
+78% +$503K 0.04% 183
2020
Q3 		$570K Buy
3,823
+29
+0.8% +$4.07K 0.03% 167
2020
Q2 		$480K Sell
3,794
-5,173
-58% -$613K 0.03% 157
2020
Q1 		$1.04M Buy
8,967
+6,765
+307% +$864K 0.04% 190
2019
Q4 		$325K Buy
2,202
+443
+25% +$61.8K 0.02% 142
2019
Q3 		$222K Buy
+1,759
New +$223K 0.02% 147
2019
Q1 		– Sell
-521
Closed -$66K – 164
2018
Q4 		$66K Buy
+521
New +$67.8K 0.01% 155

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

Wealthspire Advisors (New York)'s CAT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $990K and leaving 6,628 shares worth $4.7M. The position accounts for 0.04% of the portfolio, ranked #172.

Wealthspire Advisors (New York) first reported a position in CAT in Q4 2018 and has held it in 28 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,628 shares of Caterpillar worth $4.7M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,429 Caterpillar shares in Q1 2026, an estimated $990K.
  • Caterpillar made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #172 holding.
  • Wealthspire Advisors (New York) first reported a position in Caterpillar in Q4 2018 and has held it in 28 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.