WFAG
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Worth Financial Advisory Group’s Caterpillar CAT Stock Holding History

Worth Financial Advisory 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 		– Sell
-1,668
Closed -$956K – 61
2025
Q4 		$956K Sell
1,668
-10
-0.6% -$5.56K 0.46% 55
2025
Q3 		$801K Sell
1,678
-125
-7% -$53.4K 0.45% 51
2025
Q2 		$700K Sell
1,803
-187
-9% -$62.3K 0.43% 55
2025
Q1 		$656K Sell
1,990
-186
-9% -$66.3K 0.42% 61
2024
Q4 		$789K Sell
2,176
-145
-6% -$56.2K 0.49% 52
2024
Q3 		$908K Buy
2,321
+36
+2% +$12.4K 0.53% 47
2024
Q2 		$761K Sell
2,285
-98
-4% -$34K 0.5% 48
2024
Q1 		$873K Buy
2,383
+28
+1% +$8.95K 0.6% 45
2023
Q4 		$696K Sell
2,355
-125
-5% -$32.4K 0.56% 45
2023
Q3 		$677K Sell
2,480
-131
-5% -$35.5K 0.61% 43
2023
Q2 		$643K Sell
2,611
-1,046
-29% -$233K 0.6% 43
2023
Q1 		$837K Sell
3,657
-170
-4% -$41.1K 0.8% 33
2022
Q4 		$917K Buy
+3,827
New +$833K 1.07% 23

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

Worth Financial Advisory Group's CAT Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,668 shares — an estimated $956K sold.

Worth Financial Advisory Group first reported a position in CAT in Q4 2022 and held it in 13 quarters. The position peaked at $956K in Q4 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,668 Caterpillar shares in Q1 2026, an estimated $956K.
  • Worth Financial Advisory Group first reported a position in Caterpillar in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's Caterpillar position peaked at $956K in Q4 2025.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.