WCP
CAT icon

Wick Capital Partners’s Caterpillar CAT Stock Holding History

Wick Capital Partners’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 		$488K Buy
689
+330
+92% +$229K 0.09% 99
2025
Q4 		$206K Buy
+359
New +$200K 0.04% 196

Other funds holding CAT

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State Street
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VCM
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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

Wick Capital Partners's CAT Position: Q1 2026 in Review

Wick Capital Partners increased its Caterpillar (CAT) stake by 92% in Q1 2026, buying an estimated $229K and bringing the position to 689 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #99.

Wick Capital Partners first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wick Capital Partners held 689 shares of Caterpillar worth $488K as of Q1 2026.
  • Wick Capital Partners bought 330 Caterpillar shares in Q1 2026, an estimated $229K.
  • Caterpillar made up 0.09% of Wick Capital Partners's portfolio in Q1 2026, its #99 holding.
  • Wick Capital Partners first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.