WWM
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Whalen Wealth Management’s Caterpillar CAT Stock Holding History

Whalen 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 		$1.74M Sell
2,462
-69
-3% -$47.8K 0.93% 24
2025
Q4 		$1.45M Buy
2,531
+2,028
+403% +$1.13M 0.78% 29
2025
Q3 		$240K Sell
503
-255
-34% -$109K 0.14% 158
2025
Q2 		$294K Buy
+758
New +$253K 0.18% 140

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

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

Whalen Wealth Management reduced its Caterpillar (CAT) stake by 2.7% in Q1 2026, selling an estimated $47.8K and leaving 2,462 shares worth $1.74M. The position accounts for 0.93% of the portfolio, ranked #24.

Whalen Wealth Management first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Whalen Wealth Management held 2,462 shares of Caterpillar worth $1.74M as of Q1 2026.
  • Whalen Wealth Management sold 69 Caterpillar shares in Q1 2026, an estimated $47.8K.
  • Caterpillar made up 0.93% of Whalen Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Whalen Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.