BWM
CAT icon

Birchcreek Wealth Management’s Caterpillar CAT Stock Holding History

Birchcreek 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 		$1.61M Buy
1,515
+225
+17% +$198K 0.63% 29
2026
Q1 		$914K Buy
1,290
+151
+13% +$105K 0.44% 42
2025
Q4 		$652K Sell
1,139
-50
-4% -$27.8K 0.32% 52
2025
Q3 		$567K Sell
1,189
-125
-10% -$53.4K 0.29% 57
2025
Q2 		$510K Sell
1,314
-5
-0.4% -$1.67K 0.29% 62
2025
Q1 		$435K Buy
1,319
+5
+0.4% +$1.78K 0.27% 68
2024
Q4 		$477K Hold
1,314
– – 0.3% 64
2024
Q3 		$514K Sell
1,314
-40
-3% -$13.8K 0.34% 57
2024
Q2 		$451K Hold
1,354
– – 0.25% 81
2024
Q1 		$496K Hold
1,354
– – 0.26% 82
2023
Q4 		$400K Sell
1,354
-39
-3% -$10.1K 0.24% 89
2023
Q3 		$380K Hold
1,393
– – 0.26% 87
2023
Q2 		$343K Buy
1,393
+40
+3% +$8.92K 0.24% 100
2023
Q1 		$310K Buy
1,353
+121
+10% +$29.3K 0.25% 99
2022
Q4 		$295K Hold
1,232
– – 0.26% 96
2022
Q3 		$202K Sell
1,232
-59
-5% -$10.8K 0.19% 116
2022
Q2 		$231K Buy
+1,291
New +$272K 0.21% 104
2021
Q1 		– Sell
-500
Closed -$91K – 141
2020
Q4 		$91K Buy
+500
New +$84.8K 0.09% 159

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

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

Birchcreek Wealth Management increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $198K and bringing the position to 1,515 shares worth $1.61M. The position accounts for 0.63% of the portfolio, ranked #29.

Birchcreek Wealth Management first reported a position in CAT in Q4 2020 and has held it in 18 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Birchcreek Wealth Management held 1,515 shares of Caterpillar worth $1.61M as of Q2 2026.
  • Birchcreek Wealth Management bought 225 Caterpillar shares in Q2 2026, an estimated $198K.
  • Caterpillar made up 0.63% of Birchcreek Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Birchcreek Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 18 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.