1900 Wealth Management’s Caterpillar CAT Stock Holding History

1900 Wealth Management’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 Q2	$6.67M	Buy	6,263 +708	+13%	+$622K	0.37%	40
2026 Q1	$3.94M	Buy	5,555 +38	+0.7%	+$26.3K	0.25%	58
2025 Q4	$3.16M	Buy	5,517 +1	+0%	+$556	0.2%	63
2025 Q3	$2.63M	Buy	5,516 +1,989	+56%	+$849K	0.18%	64
2025 Q2	$1.37M	Buy	3,527 +1	+0%	+$333	0.1%	79
2025 Q1	$1.16M	Buy	3,526 +15	+0.4%	+$5.34K	0.1%	88
2024 Q4	$1.27M	Buy	3,511 +2	+0.1%	+$776	0.11%	82
2024 Q3	$1.37M	Buy	3,509 +1	+0%	+$345	0.12%	78
2024 Q2	$1.17M	Buy	3,508 +2	+0.1%	+$693	0.11%	88
2024 Q1	$1.28M	Sell	3,506 -189	-5%	-$60.4K	0.12%	93
2023 Q4	$1.09M	Sell	3,695 -410	-10%	-$106K	0.1%	132
2023 Q3	$1.12M	Hold	4,105	–	–	0.11%	125
2023 Q2	$1.01M	Hold	4,105	–	–	0.1%	120
2023 Q1	$977K	Buy	4,105 +625	+18%	+$151K	0.1%	119
2022 Q4	$834K	Hold	3,480	–	–	0.09%	129
2022 Q3	$571K	Hold	3,480	–	–	0.07%	145
2022 Q2	$622K	Sell	3,480 -225	-6%	-$47.4K	0.07%	139
2022 Q1	$826K	Hold	3,705	–	–	0.08%	131
2021 Q4	$766K	Sell	3,705 -1	-0%	-$201	0.07%	145
2021 Q3	$711K	Hold	3,706	–	–	0.07%	146
2021 Q2	$807K	Buy	3,706 +160	+5%	+$37K	0.08%	126
2021 Q1	$822K	Buy	3,546 +133	+4%	+$27.5K	0.06%	106
2020 Q4	$621K	Buy	+3,413	New	+$579K	0.07%	100

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

1900 Wealth Management's CAT Position: Q2 2026 in Review

1900 Wealth Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $622K and bringing the position to 6,263 shares worth $6.67M. The position accounts for 0.37% of the portfolio, ranked #40.

1900 Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

1900 Wealth Management held 6,263 shares of Caterpillar worth $6.67M as of Q2 2026.
1900 Wealth Management bought 708 Caterpillar shares in Q2 2026, an estimated $622K.
Caterpillar made up 0.37% of 1900 Wealth Management's portfolio in Q2 2026, its #40 holding.
1900 Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.