Centennial Wealth Advisory’s Caterpillar CAT Stock Holding History

Centennial Wealth Advisory’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	$277K	Sell	260 -58	-18%	-$51K	0.06%	157
2026 Q1	$225K	Buy	+318	New	+$220K	0.05%	148
2023 Q2	–	Sell	-1,035	Closed	-$237K	–	129
2023 Q1	$237K	Sell	1,035 -555	-35%	-$134K	0.13%	111
2022 Q4	$381K	Buy	1,590 +91	+6%	+$19.8K	0.21%	66
2022 Q3	$246K	Buy	+1,499	New	+$274K	0.14%	84

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

Centennial Wealth Advisory's CAT Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $51K and leaving 260 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #157.

Centennial Wealth Advisory first reported a position in CAT in Q3 2022 and has held it in 5 quarters since. The position peaked at $381K in Q4 2022. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Centennial Wealth Advisory held 260 shares of Caterpillar worth $277K as of Q2 2026.
Centennial Wealth Advisory sold 58 Caterpillar shares in Q2 2026, an estimated $51K.
Caterpillar made up 0.06% of Centennial Wealth Advisory's portfolio in Q2 2026, its #157 holding.
Centennial Wealth Advisory first reported a position in Caterpillar in Q3 2022 and has held it in 5 quarters since.
Centennial Wealth Advisory's Caterpillar position peaked at $381K in Q4 2022.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.