Bernicke Wealth Management’s Caterpillar CAT Stock Holding History

Bernicke 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	$643K	Hold	604	–	–	0.07%	71
2026 Q1	$428K	Buy	+604	New	+$418K	0.06%	78

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bernicke Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 604 shares worth $643K. The position accounts for 0.07% of the portfolio, ranked #71.

Bernicke Wealth Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,534 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bernicke Wealth Management held 604 shares of Caterpillar worth $643K as of Q2 2026.
Bernicke Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.07% of Bernicke Wealth Management's portfolio in Q2 2026, its #71 holding.
Bernicke Wealth Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
3,534 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.