BW
CAT icon

BIP Wealth’s Caterpillar CAT Stock Holding History

BIP 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 		$1.65M Buy
1,553
+597
+62% +$524K 0.05% 204
2026
Q1 		$677K Buy
956
+84
+10% +$58.2K 0.03% 247
2025
Q4 		$500K Sell
872
-3
-0.3% -$1.67K 0.02% 303
2025
Q3 		$417K Buy
875
+224
+34% +$95.6K 0.02% 192
2025
Q2 		$253K Sell
651
-37
-5% -$12.3K 0.02% 230
2025
Q1 		$227K Hold
688
– – 0.01% 243
2024
Q4 		$249K Sell
688
-44
-6% -$17.1K 0.02% 224
2024
Q3 		$287K Buy
+732
New +$253K 0.02% 187
2024
Q2 		– Sell
-641
Closed -$235K – 197
2024
Q1 		$235K Buy
+641
New +$205K 0.02% 195

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

BIP Wealth's CAT Position: Q2 2026 in Review

BIP Wealth increased its Caterpillar (CAT) stake by 62% in Q2 2026, buying an estimated $524K and bringing the position to 1,553 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #204.

BIP Wealth first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BIP Wealth held 1,553 shares of Caterpillar worth $1.65M as of Q2 2026.
  • BIP Wealth bought 597 Caterpillar shares in Q2 2026, an estimated $524K.
  • Caterpillar made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #204 holding.
  • BIP Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.