Cherry Tree Wealth Management’s Caterpillar CAT Stock Holding History

Cherry Tree 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	$544K	Sell	511 -34	-6%	-$29.9K	0.1%	94
2026 Q1	$386K	Hold	545	–	–	0.08%	109
2025 Q4	$312K	Buy	545 +100	+22%	+$55.6K	0.07%	130
2025 Q3	$212K	Hold	445	–	–	0.05%	160
2025 Q2	$173K	Hold	445	–	–	0.04%	167
2025 Q1	$147K	Hold	445	–	–	0.04%	179
2024 Q4	$161K	Hold	445	–	–	0.04%	169
2024 Q3	$174K	Hold	445	–	–	0.04%	170
2024 Q2	$148K	Hold	445	–	–	0.04%	172
2024 Q1	$163K	Hold	445	–	–	0.04%	170
2023 Q4	$132K	Buy	445 +50	+13%	+$13K	0.04%	177
2023 Q3	$108K	Hold	395	–	–	0.03%	179
2023 Q2	$97.2K	Buy	+395	New	+$88.1K	0.03%	193

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's CAT Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Caterpillar (CAT) stake by 6.2% in Q2 2026, selling an estimated $29.9K and leaving 511 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #94.

Cherry Tree Wealth Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cherry Tree Wealth Management held 511 shares of Caterpillar worth $544K as of Q2 2026.
Cherry Tree Wealth Management sold 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
Caterpillar made up 0.1% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #94 holding.
Cherry Tree Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.