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Bullock Wealth Management’s Caterpillar CAT Stock Holding History

Bullock 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 		$2.77M Sell
2,792
-380
-12% -$334K 1.2% 14
2026
Q1 		$2.32M Sell
3,172
-165
-5% -$114K 1.16% 12
2025
Q4 		$1.91M Sell
3,337
-36
-1% -$20K 0.93% 18
2025
Q3 		$1.62M Sell
3,373
-59
-2% -$25.2K 0.81% 24
2025
Q2 		$1.34M Sell
3,432
-329
-9% -$110K 0.71% 27
2025
Q1 		$1.24M Sell
3,761
-31
-0.8% -$11K 0.69% 30
2024
Q4 		$1.38M Buy
3,792
+48
+1% +$18.6K 0.8% 21
2024
Q3 		$1.47M Buy
3,744
+121
+3% +$41.8K 0.89% 20
2024
Q2 		$1.19M Sell
3,623
-40
-1% -$13.9K 0.78% 19
2024
Q1 		$1.33M Buy
+3,663
New +$1.17M 0.89% 18

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $334K and leaving 2,792 shares worth $2.77M. The position accounts for 1.2% of the portfolio, ranked #14.

Bullock Wealth Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bullock Wealth Management held 2,792 shares of Caterpillar worth $2.77M as of Q2 2026.
  • Bullock Wealth Management sold 380 Caterpillar shares in Q2 2026, an estimated $334K.
  • Caterpillar made up 1.2% of Bullock Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Bullock Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.