CHWM
CAT icon

Cauble & Harre Wealth Management’s Caterpillar CAT Stock Holding History

Cauble & Harre 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 		$1.45M Sell
1,362
-50
-4% -$43.9K 1.16% 24
2026
Q1 		$1.29M Sell
1,412
-170
-11% -$118K 1.03% 24
2025
Q4 		$906K Buy
+1,582
New +$879K 0.76% 30

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

Cauble & Harre Wealth Management's CAT Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $43.9K and leaving 1,362 shares worth $1.45M. The position accounts for 1.16% of the portfolio, ranked #24.

Cauble & Harre Wealth Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cauble & Harre Wealth Management held 1,362 shares of Caterpillar worth $1.45M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 1.16% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Cauble & Harre Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.