WWM
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Western Wealth Management’s Caterpillar CAT Stock Holding History

Western Wealth 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 		$5.22M Buy
7,366
+2,931
+66% +$2.03M 0.2% 101
2025
Q4 		$2.54M Buy
4,435
+343
+8% +$191K 0.12% 179
2025
Q3 		$1.95M Sell
4,092
-74
-2% -$31.6K 0.1% 185
2025
Q2 		$1.62M Sell
4,166
-334
-7% -$111K 0.1% 202
2025
Q1 		$1.48M Buy
4,500
+124
+3% +$44.2K 0.1% 196
2024
Q4 		$1.59M Sell
4,376
-2,638
-38% -$1.02M 0.1% 179
2024
Q3 		$2.74M Buy
7,014
+2,713
+63% +$937K 0.16% 132
2024
Q2 		$1.43M Buy
4,301
+296
+7% +$103K 0.11% 168
2024
Q1 		$1.47M Sell
4,005
-2,621
-40% -$838K 0.11% 167
2023
Q4 		$1.96M Sell
6,626
-184
-3% -$47.7K 0.14% 154
2023
Q3 		$1.86M Buy
6,810
+8
+0.1% +$2.17K 0.16% 139
2023
Q2 		$1.67M Buy
6,802
+490
+8% +$109K 0.14% 157
2023
Q1 		$1.44M Buy
6,312
+235
+4% +$56.8K 0.13% 170
2022
Q4 		$1.46M Sell
6,077
-3,334
-35% -$726K 0.15% 167
2022
Q3 		$1.66M Buy
9,411
+695
+8% +$127K 0.1% 211
2022
Q2 		$1.56M Sell
8,716
-226
-3% -$47.6K 0.09% 225
2022
Q1 		$2M Buy
8,942
+5,261
+143% +$1.1M 0.1% 207
2021
Q4 		$763K Buy
+3,681
New +$741K 0.08% 246
2021
Q2 		$1.53M Buy
7,025
+3,464
+97% +$800K 0.16% 146
2021
Q1 		$826K Buy
3,561
+388
+12% +$80.3K 0.11% 189
2020
Q4 		$578K Sell
3,173
-544
-15% -$92.3K 0.08% 227
2020
Q3 		$555K Sell
3,717
-23
-0.6% -$3.23K 0.09% 217
2020
Q2 		$479K Buy
3,740
+410
+12% +$48.6K 0.09% 236
2020
Q1 		$391K Buy
3,330
+364
+12% +$46.5K 0.09% 222
2019
Q4 		$438K Sell
2,966
-1,179
-28% -$165K 0.07% 250
2019
Q3 		$522K Buy
4,145
+496
+14% +$63K 0.11% 207
2019
Q2 		$497K Sell
3,649
-1,443
-28% -$191K 0.07% 224
2019
Q1 		$693K Sell
5,092
-414
-8% -$55K 0.15% 154
2018
Q4 		$702K Buy
+5,506
New +$716K 0.19% 137

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

Western Wealth Management's CAT Position: Q1 2026 in Review

Western Wealth Management increased its Caterpillar (CAT) stake by 66% in Q1 2026, buying an estimated $2.03M and bringing the position to 7,366 shares worth $5.22M. The position accounts for 0.2% of the portfolio, ranked #101.

Western Wealth Management first reported a position in CAT in Q4 2018 and has held it in 29 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Western Wealth Management held 7,366 shares of Caterpillar worth $5.22M as of Q1 2026.
  • Western Wealth Management bought 2,931 Caterpillar shares in Q1 2026, an estimated $2.03M.
  • Caterpillar made up 0.2% of Western Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Western Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 29 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.