Weaver Consulting Group’s Caterpillar CAT Stock Holding History

Weaver Consulting Group’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	$367K	Buy	518 +13	+3%	+$9K	0.09%	179
2025 Q4	$289K	Sell	505 -61	-11%	-$33.9K	0.07%	203
2025 Q3	$270K	Buy	566 +2	+0.4%	+$854	0.07%	215
2025 Q2	$219K	Buy	+564	New	+$188K	0.06%	224
2024 Q4	–	Sell	-543	Closed	-$212K	–	223
2024 Q3	$212K	Buy	+543	New	+$188K	0.07%	206
2020 Q4	–	Sell	-88	Closed	-$13K	–	249
2020 Q3	$13K	Hold	88	–	–	0.01%	482
2020 Q2	$11K	Buy	88 +18	+26%	+$2.13K	0.01%	496
2020 Q1	$8K	Hold	70	–	–	0.01%	480
2019 Q4	$9K	Hold	70	–	–	﹤0.01%	509
2019 Q3	$9K	Sell	70 -100	-59%	-$12.7K	﹤0.01%	497
2019 Q2	$23K	Buy	+170	New	+$22.5K	0.01%	323

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

Weaver Consulting Group's CAT Position: Q1 2026 in Review

Weaver Consulting Group increased its Caterpillar (CAT) stake by 2.6% in Q1 2026, buying an estimated $9K and bringing the position to 518 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #179.

Weaver Consulting Group first reported a position in CAT in Q2 2019 and has held it in 11 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Weaver Consulting Group held 518 shares of Caterpillar worth $367K as of Q1 2026.
Weaver Consulting Group bought 13 Caterpillar shares in Q1 2026, an estimated $9K.
Caterpillar made up 0.09% of Weaver Consulting Group's portfolio in Q1 2026, its #179 holding.
Weaver Consulting Group first reported a position in Caterpillar in Q2 2019 and has held it in 11 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.