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Balboa Wealth Partners’s Caterpillar CAT Stock Holding History

Balboa Wealth Partners’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 		$1.51M Buy
1,414
+106
+8% +$93.1K 0.21% 80
2026
Q1 		$927K Sell
1,308
-83
-6% -$57.5K 0.16% 112
2025
Q4 		$797K Buy
1,391
+336
+32% +$187K 0.13% 124
2025
Q3 		$503K Sell
1,055
-30
-3% -$12.8K 0.09% 181
2025
Q2 		$421K Sell
1,085
-349
-24% -$116K 0.08% 186
2025
Q1 		$473K Buy
1,434
+188
+15% +$67K 0.11% 137
2024
Q4 		$452K Buy
1,246
+271
+28% +$105K 0.1% 152
2024
Q3 		$381K Sell
975
-31
-3% -$10.7K 0.1% 164
2024
Q2 		$335K Buy
1,006
+175
+21% +$60.7K 0.09% 176
2024
Q1 		$304K Buy
+831
New +$266K 0.09% 164
2023
Q3 		– Sell
-901
Closed -$222K – 283
2023
Q2 		$222K Sell
901
-470
-34% -$105K 0.08% 214
2023
Q1 		$314K Sell
1,371
-271
-17% -$65.5K 0.12% 154
2022
Q4 		$393K Buy
1,642
+361
+28% +$78.6K 0.18% 127
2022
Q3 		$210K Buy
+1,281
New +$234K 0.09% 189

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Balboa Wealth Partners's CAT Position: Q2 2026 in Review

Balboa Wealth Partners increased its Caterpillar (CAT) stake by 8.1% in Q2 2026, buying an estimated $93.1K and bringing the position to 1,414 shares worth $1.51M. The position accounts for 0.21% of the portfolio, ranked #80.

Balboa Wealth Partners first reported a position in CAT in Q3 2022 and has held it in 14 quarters since. 4,070 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Balboa Wealth Partners held 1,414 shares of Caterpillar worth $1.51M as of Q2 2026.
  • Balboa Wealth Partners bought 106 Caterpillar shares in Q2 2026, an estimated $93.1K.
  • Caterpillar made up 0.21% of Balboa Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Balboa Wealth Partners first reported a position in Caterpillar in Q3 2022 and has held it in 14 quarters since.
  • 4,070 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.