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Clark Wealth Partners’s Caterpillar CAT Stock Holding History

Clark 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 		$355K Buy
334
+1
+0.3% +$878 0.2% 49
2026
Q1 		$236K Buy
333
+21
+7% +$14.5K 0.16% 50
2025
Q4 		$179K Hold
312
– – 0.11% 59
2025
Q3 		$179K Buy
312
+19
+6% +$8.11K 0.11% 59
2025
Q2 		$114K Sell
293
-23
-7% -$7.67K 0.08% 56
2025
Q1 		$104K Sell
316
-17
-5% -$6.05K 0.08% 59
2024
Q4 		$121K Buy
+333
New +$129K 0.09% 50

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clark Wealth Partners increased its Caterpillar (CAT) stake by 0.3% in Q2 2026, buying an estimated $878 and bringing the position to 334 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #49.

Clark Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clark Wealth Partners held 334 shares of Caterpillar worth $355K as of Q2 2026.
  • Clark Wealth Partners bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.2% of Clark Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Clark Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.