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Winnow Wealth’s Caterpillar CAT Stock Holding History

Winnow Wealth’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 		– Sell
-19
Closed -$10.9K – 191
2025
Q4 		$10.9K Buy
19
+2
+12% +$1.11K 0.01% 222
2025
Q3 		$8.13K Buy
17
+11
+183% +$4.7K 0.01% 241
2025
Q2 		$2.33K Sell
6
-11
-65% -$3.67K ﹤0.01% 153
2025
Q1 		$5.42K Buy
17
+6
+55% +$2.14K 0.01% 232
2024
Q4 		$3.93K Buy
+11
New +$4.27K ﹤0.01% 220

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

Winnow Wealth's CAT Position: Q1 2026 in Review

Winnow Wealth sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 19 shares — an estimated $10.9K sold.

Winnow Wealth first reported a position in CAT in Q4 2024 and held it in 5 quarters. The position peaked at $10.9K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Winnow Wealth reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 19 Caterpillar shares in Q1 2026, an estimated $10.9K.
  • Winnow Wealth first reported a position in Caterpillar in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Caterpillar position peaked at $10.9K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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