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Wood Tarver Financial Group’s Caterpillar CAT Stock Holding History

Wood Tarver Financial 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 		$221K Buy
+313
New +$217K 0.06% 146
2025
Q3 		– Sell
-291
Closed -$112K – 230
2025
Q2 		$112K Buy
291
+17
+6% +$5.67K 0.03% 201
2025
Q1 		$90.2K Buy
274
+1
+0.4% +$356 0.03% 211
2024
Q4 		$99K Buy
+273
New +$106K 0.03% 197

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

Wood Tarver Financial Group's CAT Position: Q1 2026 in Review

Wood Tarver Financial Group opened a new position in Caterpillar (CAT) in Q1 2026: 313 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in CAT as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wood Tarver Financial Group held 313 shares of Caterpillar worth $221K as of Q1 2026.
  • Caterpillar was a new Wood Tarver Financial Group position in Q1 2026.
  • Caterpillar made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #146 holding.
  • Wood Tarver Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.