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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
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 $6.73T 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

Capstone Wealth Management Group (Oregon)'s CAT Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $87.8K and leaving 736 shares worth $784K. The position accounts for 0.47% of the portfolio, ranked #51.

Capstone Wealth Management Group (Oregon) first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 736 shares of Caterpillar worth $784K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.47% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #51 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.