Vanguard Capital Wealth Advisors / CAT
Vanguard Capital Wealth Advisors’s Caterpillar Inc Position
Does Vanguard Capital Wealth Advisors own Caterpillar Inc (CAT)? Yes — 3.5K shares worth $3M (+2.32% of its 13F portfolio) as of Q1 2026, down from 3.6K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
3.5K
% of Portfolio
+2.32%
Quarters Held
28
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.5K | $3M | +2.32% |
| Q4 2025 | 3.6K | $2M | +1.64% |
| Q3 2025 | 3.6K | $2M | +1.37% |
| Q2 2025 | 3.6K | $1M | +1.38% |
| Q1 2025 | 3.5K | $1M | +1.43% |
| Q4 2024 | 3.5K | $1M | +1.37% |
| Q3 2024 | 3.5K | $1M | +1.43% |
| Q2 2024 | 3.4K | $1M | +0.77% |
| Q1 2024 | 3.4K | $1M | +0.89% |
| Q4 2023 | 3.2K | $952,256 | +0.77% |
| Q3 2023 | 3.1K | $853,426 | +0.79% |
| Q2 2023 | 3.1K | $768,152 | +0.70% |
| Q1 2023 | 3.1K | $713,304 | +0.71% |
| Q4 2022 | 3.1K | $745,711 | +0.86% |
| Q3 2022 | 3.1K | $510,000 | +0.62% |
| Q2 2022 | 3.1K | $554,000 | +0.63% |
| Q1 2022 | 3.3K | $746,000 | +0.53% |
| Q4 2021 | 3.3K | $691,000 | +0.50% |
| Q3 2021 | 3.3K | $633,000 | +0.42% |
| Q2 2021 | 3.5K | $760,000 | +0.58% |
| Q1 2021 | 3.3K | $758M | +0.65% |
| Q4 2020 | 3.3K | $591,000 | +0.54% |
| Q2 2020 | 3.2K | $409,000 | +0.48% |
| Q4 2019 | 3.1K | $454,000 | +0.47% |
| Q3 2019 | 3.1K | $387,000 | +0.45% |
| Q2 2019 | 3.3K | $444,000 | +0.54% |
| Q1 2019 | 3.1K | $423,000 | +0.53% |
| Q4 2018 | 3.3K | $422,000 | +0.63% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vanguard Capital Wealth Advisors’s full portfolio or all institutional holders of CAT.