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Bingham Private Wealth’s Caterpillar CAT Stock Holding History

Bingham Private Wealth’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 		$1.08M Buy
1,012
+26
+3% +$22.8K 0.74% 35
2026
Q1 		$699K Buy
986
+22
+2% +$15.2K 0.55% 52
2025
Q4 		$552K Buy
+964
New +$536K 0.48% 64
2025
Q2 		$352K Sell
907
-23
-2% -$7.67K 0.34% 93
2025
Q1 		$307K Sell
930
-8
-0.9% -$2.85K 0.32% 101
2024
Q4 		$340K Buy
+938
New +$364K 0.36% 85

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bingham Private Wealth's CAT Position: Q2 2026 in Review

Bingham Private Wealth increased its Caterpillar (CAT) stake by 2.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,012 shares worth $1.08M. The position accounts for 0.74% of the portfolio, ranked #35.

Bingham Private Wealth first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bingham Private Wealth held 1,012 shares of Caterpillar worth $1.08M as of Q2 2026.
  • Bingham Private Wealth bought 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
  • Caterpillar made up 0.74% of Bingham Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Bingham Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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