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CFM Wealth Partners’s Caterpillar CAT Stock Holding History

CFM Wealth Partners’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 		$5.05M Sell
4,738
-50
-1% -$43.9K 0.64% 37
2026
Q1 		$3.39M Sell
4,788
-100
-2% -$69.3K 0.51% 47
2025
Q4 		$2.8M Buy
4,888
+43
+0.9% +$23.9K 0.4% 49
2025
Q3 		$2.31M Sell
4,845
-8
-0.2% -$3.42K 0.34% 53
2025
Q2 		$1.88M Hold
4,853
– – 0.3% 59
2025
Q1 		$1.6M Sell
4,853
-556
-10% -$198K 0.28% 64
2024
Q4 		$1.96M Sell
5,409
-131
-2% -$50.8K 0.33% 55
2024
Q3 		$2.17M Buy
5,540
+52
+0.9% +$18K 0.38% 56
2024
Q2 		$1.83M Sell
5,488
-100
-2% -$34.7K 0.34% 57
2024
Q1 		$2.05M Sell
5,588
-100
-2% -$32K 0.41% 58
2023
Q4 		$1.68M Hold
5,688
– – 0.38% 61
2023
Q3 		$1.55M Hold
5,688
– – 0.41% 55
2023
Q2 		$1.4M Hold
5,688
– – 0.34% 65
2023
Q1 		$1.3M Buy
5,688
+190
+3% +$45.9K 0.35% 67
2022
Q4 		$1.32M Sell
5,498
-44
-0.8% -$9.58K 0.39% 66
2022
Q3 		$909K Buy
5,542
+100
+2% +$18.3K 0.29% 77
2022
Q2 		$973K Buy
5,442
+34
+0.6% +$7.17K 0.29% 75
2022
Q1 		$1.21M Buy
5,408
+100
+2% +$21K 0.29% 73
2021
Q4 		$1.1M Sell
5,308
-223
-4% -$44.9K 0.25% 78
2021
Q3 		$1.06M Sell
5,531
-392
-7% -$81.6K 0.27% 75
2021
Q2 		$1.29M Buy
5,923
+187
+3% +$43.2K 0.34% 62
2021
Q1 		$1.33M Hold
5,736
– – 0.4% 59
2020
Q4 		$1.04M Sell
5,736
-259
-4% -$43.9K 0.33% 67
2020
Q3 		$894K Sell
5,995
-1,400
-19% -$197K 0.33% 63
2020
Q2 		$935K Buy
7,395
+100
+1% +$11.9K 0.36% 57
2020
Q1 		$847K Buy
7,295
+70
+1% +$8.94K 0.39% 53
2019
Q4 		$1.07M Buy
+7,225
New +$1.01M 0.39% 56

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

CFM Wealth Partners's CAT Position: Q2 2026 in Review

CFM Wealth Partners reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $43.9K and leaving 4,738 shares worth $5.05M. The position accounts for 0.64% of the portfolio, ranked #37.

CFM Wealth Partners first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CFM Wealth Partners held 4,738 shares of Caterpillar worth $5.05M as of Q2 2026.
  • CFM Wealth Partners sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.64% of CFM Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • CFM Wealth Partners first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.