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

Capstone Wealth Management Group (Pennsylvania)’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 		$367K Sell
345
-1,441
-81% -$1.27M 0.13% 74
2026
Q1 		$1.27M Buy
1,786
+233
+15% +$161K 0.53% 43
2025
Q4 		$890K Buy
+1,553
New +$863K 0.37% 42
2022
Q1 		– Sell
-1,120
Closed -$232K – 68
2021
Q4 		$232K Buy
+1,120
New +$226K 0.19% 75

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

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

Capstone Wealth Management Group (Pennsylvania) reduced its Caterpillar (CAT) stake by 81% in Q2 2026, selling an estimated $1.27M and leaving 345 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #74.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CAT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.27M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 345 shares of Caterpillar worth $367K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,441 Caterpillar shares in Q2 2026, an estimated $1.27M.
  • Caterpillar made up 0.13% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #74 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Caterpillar in Q4 2021 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Caterpillar position peaked at $1.27M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.