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West Wealth Group’s Caterpillar CAT Stock Holding History

West Wealth 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 		$651K Buy
919
+18
+2% +$12.5K 0.13% 60
2025
Q4 		$517K Sell
901
-1
-0.1% -$556 0.11% 64
2025
Q3 		$482K Buy
902
+76
+9% +$32.4K 0.11% 66
2025
Q2 		$353K Buy
826
+170
+26% +$56.7K 0.09% 76
2025
Q1 		$217K Buy
656
+21
+3% +$7.48K 0.06% 90
2024
Q4 		$230K Buy
+635
New +$246K 0.07% 84

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

West Wealth Group's CAT Position: Q1 2026 in Review

West Wealth Group increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $12.5K and bringing the position to 919 shares worth $651K. The position accounts for 0.13% of the portfolio, ranked #60.

West Wealth Group first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • West Wealth Group held 919 shares of Caterpillar worth $651K as of Q1 2026.
  • West Wealth Group bought 18 Caterpillar shares in Q1 2026, an estimated $12.5K.
  • Caterpillar made up 0.13% of West Wealth Group's portfolio in Q1 2026, its #60 holding.
  • West Wealth Group first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.