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Buck Wealth Strategies’s Caterpillar CAT Stock Holding History

Buck Wealth Strategies’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 		$2.48M Buy
2,330
+92
+4% +$80.8K 0.26% 57
2026
Q1 		$1.59M Sell
2,238
-813
-27% -$563K 0.2% 57
2025
Q4 		$1.75M Buy
3,051
+697
+30% +$387K 0.22% 53
2025
Q3 		$1.12M Buy
2,354
+990
+73% +$423K 0.15% 69
2025
Q2 		$530K Sell
1,364
-1,733
-56% -$578K 0.08% 95
2025
Q1 		$1.02M Buy
3,097
+973
+46% +$347K 0.19% 67
2024
Q4 		$770K Buy
2,124
+852
+67% +$330K 0.16% 57
2024
Q3 		$498K Sell
1,272
-713
-36% -$246K 0.16% 51
2024
Q2 		$661K Sell
1,985
-27,122
-93% -$9.4M 0.2% 51
2024
Q1 		$10.7M Buy
29,107
+27,025
+1,298% +$8.64M 3.66% 4
2023
Q4 		$615K Sell
2,082
-55
-3% -$14.3K 0.23% 41
2023
Q3 		$584K Buy
2,137
+1,878
+725% +$509K 0.23% 47
2023
Q2 		$63.7K Buy
+259
New +$57.7K 0.03% 69
2022
Q3 		$234K Buy
+858
New +$157K 0.11% 47

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

Buck Wealth Strategies's CAT Position: Q2 2026 in Review

Buck Wealth Strategies increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $80.8K and bringing the position to 2,330 shares worth $2.48M. The position accounts for 0.26% of the portfolio, ranked #57.

Buck Wealth Strategies first reported a position in CAT in Q3 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2024. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Buck Wealth Strategies held 2,330 shares of Caterpillar worth $2.48M as of Q2 2026.
  • Buck Wealth Strategies bought 92 Caterpillar shares in Q2 2026, an estimated $80.8K.
  • Caterpillar made up 0.26% of Buck Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Buck Wealth Strategies first reported a position in Caterpillar in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Caterpillar position peaked at $10.7M in Q1 2024.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.