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Channel Wealth’s Caterpillar CAT Stock Holding History

Channel Wealth’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 		$1.08M Hold
1,018
– – 0.24% 71
2026
Q1 		$721K Sell
1,018
-185
-15% -$128K 0.17% 85
2025
Q4 		$689K Sell
1,203
-238
-17% -$132K 0.17% 81
2025
Q3 		$688K Hold
1,441
– – 0.18% 81
2025
Q2 		$559K Hold
1,441
– – 0.16% 88
2025
Q1 		$475K Sell
1,441
-27
-2% -$9.62K 0.15% 97
2024
Q4 		$533K Buy
1,468
+27
+2% +$10.5K 0.17% 91
2024
Q3 		$564K Hold
1,441
– – 0.19% 86
2024
Q2 		$480K Sell
1,441
-15
-1% -$5.2K 0.17% 93
2024
Q1 		$534K Sell
1,456
-7
-0.5% -$2.24K 0.21% 84
2023
Q4 		$433K Buy
1,463
+692
+90% +$180K 0.2% 93
2023
Q3 		$210K Buy
+771
New +$209K 0.12% 158

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

Channel Wealth's CAT Position: Q2 2026 in Review

Channel Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 1,018 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #71.

Channel Wealth first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Channel Wealth held 1,018 shares of Caterpillar worth $1.08M as of Q2 2026.
  • Channel Wealth left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.24% of Channel Wealth's portfolio in Q2 2026, its #71 holding.
  • Channel Wealth first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.