BigSur Wealth Management’s Caterpillar CAT Stock Holding History

BigSur 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	$330K	Hold	310	–	–	0.08%	136
2026 Q1	$220K	Buy	+310	New	+$215K	0.06%	149
2023 Q2	–	Sell	-1,710	Closed	-$391K	–	124
2023 Q1	$391K	Hold	1,710	–	–	0.18%	91
2022 Q4	$410K	Hold	1,710	–	–	0.2%	89
2022 Q3	$281K	Hold	1,710	–	–	0.14%	99
2022 Q2	$306K	Hold	1,710	–	–	0.14%	101
2022 Q1	$381K	Hold	1,710	–	–	0.15%	98
2021 Q4	$354K	Hold	1,710	–	–	0.14%	100
2021 Q3	$328K	Hold	1,710	–	–	0.15%	94
2021 Q2	$372K	Hold	1,710	–	–	0.17%	87
2021 Q1	$396K	Hold	1,710	–	–	0.2%	81
2020 Q4	$311K	Hold	1,710	–	–	0.18%	81
2020 Q3	$255K	Buy	+1,710	New	+$240K	0.16%	82
2020 Q2	–	Sell	-2,110	Closed	-$245K	–	105
2020 Q1	$245K	Sell	2,110 -200	-9%	-$25.5K	0.18%	87
2019 Q4	$341K	Hold	2,310	–	–	0.19%	86
2019 Q3	$292K	Hold	2,310	–	–	0.2%	82
2019 Q2	$316K	Hold	2,310	–	–	0.22%	80
2019 Q1	$313K	Hold	2,310	–	–	0.21%	80
2018 Q4	$294K	Buy	2,310 +200	+9%	+$26K	0.21%	75
2018 Q3	$322K	Buy	2,110 +310	+17%	+$43.8K	0.2%	75
2018 Q2	$244K	Sell	1,800 -310	-15%	-$46.3K	0.18%	85
2018 Q1	$311K	Hold	2,110	–	–	0.22%	81
2017 Q4	$332K	Sell	2,110 -500	-19%	-$69.4K	0.33%	66
2017 Q3	$325K	Hold	2,610	–	–	0.33%	65
2017 Q2	$301K	Hold	2,610	–	–	0.31%	66
2017 Q1	$261K	Sell	2,610 -300	-10%	-$28.4K	0.28%	72
2016 Q4	$270K	Buy	+2,910	New	+$264K	0.36%	63

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

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

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

BigSur Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 310 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #136.

BigSur Wealth Management first reported a position in CAT in Q4 2016 and has held it in 27 quarters since. The position peaked at $410K in Q4 2022. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BigSur Wealth Management held 310 shares of Caterpillar worth $330K as of Q2 2026.
BigSur Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of BigSur Wealth Management's portfolio in Q2 2026, its #136 holding.
BigSur Wealth Management first reported a position in Caterpillar in Q4 2016 and has held it in 27 quarters since.
BigSur Wealth Management's Caterpillar position peaked at $410K in Q4 2022.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.