Bnc Wealth Management, LLC / CAT
Bnc Wealth Management, LLC’s Caterpillar Inc Position
Does Bnc Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 12.3K shares worth $9M (+2.42% of its 13F portfolio) as of Q1 2026, down from 12.6K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
12.3K
% of Portfolio
+2.42%
Quarters Held
19
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.3K | $9M | +2.42% |
| Q4 2025 | 12.6K | $7M | +1.85% |
| Q3 2025 | 12.3K | $6M | +1.48% |
| Q2 2025 | 11.3K | $4M | +1.30% |
| Q1 2025 | 10.8K | $4M | +1.28% |
| Q4 2024 | 10.6K | $4M | +1.26% |
| Q3 2024 | 10.0K | $4M | +1.44% |
| Q2 2024 | 9.3K | $3M | +1.15% |
| Q1 2024 | 7.4K | $3M | +1.15% |
| Q4 2023 | 7.1K | $2M | +0.99% |
| Q3 2023 | 1.6K | $428,673 | +0.23% |
| Q2 2023 | 1.6K | $391,353 | +0.21% |
| Q1 2023 | 1.6K | $374,323 | +0.21% |
| Q4 2022 | 1.6K | $391,213 | +0.23% |
| Q3 2022 | 1.6K | $270,000 | +0.16% |
| Q2 2022 | 1.6K | $289,000 | +0.15% |
| Q1 2022 | 1.5K | $345,000 | +0.17% |
| Q4 2021 | 1.5K | $305,000 | +0.14% |
| Q3 2020 | 675 | $101,000 | +0.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of CAT.