C2C Wealth Management’s Caterpillar CAT Stock Holding History

C2C 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	$319K	Sell	300 -15	-5%	-$13.2K	0.25%	69
2026 Q1	$223K	Buy	+315	New	+$218K	0.19%	83
2023 Q4	–	Sell	-1,505	Closed	-$408K	–	121
2023 Q3	$408K	Hold	1,505	–	–	0.06%	169
2023 Q2	$389K	Hold	1,505	–	–	0.05%	179
2023 Q1	$332K	Buy	+1,505	New	+$364K	0.05%	187
2022 Q3	–	Sell	-1,165	Closed	-$209K	–	174
2022 Q2	$209K	Sell	1,165 -1,000	-46%	-$211K	0.04%	174
2022 Q1	$508K	Buy	2,165 +560	+35%	+$117K	0.09%	113
2021 Q4	$332K	Buy	+1,605	New	+$323K	0.05%	164

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

C2C Wealth Management's CAT Position: Q2 2026 in Review

C2C Wealth Management reduced its Caterpillar (CAT) stake by 4.8% in Q2 2026, selling an estimated $13.2K and leaving 300 shares worth $319K. The position accounts for 0.25% of the portfolio, ranked #69.

C2C Wealth Management first reported a position in CAT in Q4 2021 and has held it in 8 quarters since. The position peaked at $508K in Q1 2022. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

C2C Wealth Management held 300 shares of Caterpillar worth $319K as of Q2 2026.
C2C Wealth Management sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 0.25% of C2C Wealth Management's portfolio in Q2 2026, its #69 holding.
C2C Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 8 quarters since.
C2C Wealth Management's Caterpillar position peaked at $508K in Q1 2022.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.