Blodgett Wealth Advisors’s Caterpillar CAT Stock Holding History

Blodgett Wealth Advisors’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	$442K	Hold	415	–	–	0.3%	49
2026 Q1	$294K	Hold	415	–	–	0.23%	53
2025 Q4	$238K	Sell	415 -11	-3%	-$6.11K	0.17%	59
2025 Q3	$203K	Sell	426 -200	-32%	-$85.4K	0.14%	59
2025 Q2	$243K	Sell	626 -200	-24%	-$66.7K	0.19%	57
2025 Q1	$273K	Hold	826	–	–	0.23%	50
2024 Q4	$300K	Hold	826	–	–	0.24%	47
2024 Q3	$323K	Sell	826 -16	-2%	-$5.53K	0.27%	45
2024 Q2	$280K	Buy	842 +1	+0.1%	+$347	0.24%	47
2024 Q1	$308K	Hold	841	–	–	0.28%	47
2023 Q4	$249K	Buy	841 +1	+0.1%	+$259	0.25%	52
2023 Q3	$229K	Buy	840 +1	+0.1%	+$271	0.25%	52
2023 Q2	$206K	Buy	+839	New	+$187K	0.21%	62
2023 Q1	–	Sell	-902	Closed	-$216K	–	64
2022 Q4	$216K	Buy	+902	New	+$196K	0.26%	56
2022 Q2	–	Sell	-1,640	Closed	-$365K	–	72
2022 Q1	$365K	Buy	1,640 +50	+3%	+$10.5K	0.3%	55
2021 Q4	$329K	Buy	+1,590	New	+$320K	0.26%	66

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

Blodgett Wealth Advisors's CAT Position: Q2 2026 in Review

Blodgett Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 415 shares worth $442K. The position accounts for 0.3% of the portfolio, ranked #49.

Blodgett Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Blodgett Wealth Advisors held 415 shares of Caterpillar worth $442K as of Q2 2026.
Blodgett Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.3% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Blodgett Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.