CWM
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Cherrydale Wealth Management’s Caterpillar CAT Stock Holding History

Cherrydale 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 		$525K Buy
493
+1
+0.2% +$878 0.14% 45
2026
Q1 		$348K Sell
492
-31
-6% -$21.5K 0.11% 53
2025
Q4 		$299K Hold
523
– – 0.09% 55
2025
Q3 		$249K Hold
523
– – 0.08% 64
2025
Q2 		$203K Buy
+523
New +$174K 0.07% 71
2025
Q1 		– Sell
-579
Closed -$210K – 76
2024
Q4 		$210K Hold
579
– – 0.08% 66
2024
Q3 		$226K Buy
+579
New +$200K 0.09% 58

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

Cherrydale Wealth Management's CAT Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Caterpillar (CAT) stake by 0.2% in Q2 2026, buying an estimated $878 and bringing the position to 493 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #45.

Cherrydale Wealth Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cherrydale Wealth Management held 493 shares of Caterpillar worth $525K as of Q2 2026.
  • Cherrydale Wealth Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.14% of Cherrydale Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Cherrydale Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.