Capstone Wealth Management Group (Oregon)
CAT icon

Capstone Wealth Management Group (Oregon)’s Caterpillar CAT Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q3 		$590K Sell
727
-9
-1% -$7.63K 0.35% 62
2026
Q2 		$784K Sell
736
-100
-12% -$87.8K 0.47% 51
2026
Q1 		$592K Buy
836
+119
+17% +$82.4K 0.36% 60
2025
Q4 		$411K Buy
717
+11
+2% +$6.11K 0.25% 75
2025
Q3 		$337K Buy
706
+89
+14% +$38K 0.22% 82
2025
Q2 		$240K Sell
617
-258
-29% -$86K 0.17% 91
2025
Q1 		$289K Buy
875
+1
+0.1% +$356 0.23% 72
2024
Q4 		$317K Buy
+874
New +$339K 0.24% 74

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s CAT Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Caterpillar (CAT) stake by 1.2% in Q3 2026, selling an estimated $7.63K and leaving 727 shares worth $590K. The position accounts for 0.35% of the portfolio, ranked #62.

Capstone Wealth Management Group (Oregon) first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $784K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Capstone Wealth Management Group (Oregon) held 727 shares of Caterpillar worth $590K as of Q3 2026.
  • Capstone Wealth Management Group (Oregon) sold 9 Caterpillar shares in Q3 2026, an estimated $7.63K.
  • Caterpillar made up 0.35% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #62 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Caterpillar position peaked at $784K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.