Cerro Pacific Wealth Advisors’s Caterpillar CAT Stock Holding History

Cerro Pacific Wealth Advisors’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	$611K	Sell	574 -2	-0.3%	-$1.76K	0.14%	105
2026 Q1	$408K	Sell	576 -1	-0.2%	-$693	0.11%	113
2025 Q4	$331K	Sell	577 -1	-0.2%	-$556	0.09%	122
2025 Q3	$276K	Sell	578 -146	-20%	-$62.3K	0.08%	136
2025 Q2	$281K	Sell	724 -38	-5%	-$12.7K	0.08%	140
2025 Q1	$276K	Buy	762 +2	+0.3%	+$712	0.09%	134
2024 Q4	$297K	Buy	760 +5	+0.7%	+$1.94K	0.1%	127
2024 Q3	$251K	Hold	755	–	–	0.1%	133
2024 Q2	$251K	Buy	+755	New	+$262K	0.1%	134
2023 Q1	$212K	Buy	925 +40	+5%	+$9.67K	0.12%	139
2022 Q4	$212K	Buy	+885	New	+$193K	0.11%	151

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

Cerro Pacific Wealth Advisors's CAT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Caterpillar (CAT) stake by 0.35% in Q2 2026, selling an estimated $1.76K and leaving 574 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #105.

Cerro Pacific Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cerro Pacific Wealth Advisors held 574 shares of Caterpillar worth $611K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.14% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Cerro Pacific Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.