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Clay Northam Wealth Management’s Caterpillar CAT Stock Holding History

Clay Northam 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 		$725K Hold
681
– – 0.36% 49
2026
Q1 		$482K Hold
681
– – 0.27% 60
2025
Q4 		$390K Hold
681
– – 0.22% 63
2025
Q3 		$325K Sell
681
-14
-2% -$5.98K 0.19% 68
2025
Q2 		$270K Hold
695
– – 0.17% 71
2025
Q1 		$229K Hold
695
– – 0.16% 81
2024
Q4 		$252K Buy
695
+6
+0.9% +$2.33K 0.16% 75
2024
Q3 		$269K Buy
689
+50
+8% +$17.3K 0.19% 68
2024
Q2 		$213K Hold
639
– – 0.16% 81
2024
Q1 		$234K Buy
+639
New +$204K 0.19% 74

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

Clay Northam Wealth Management's CAT Position: Q2 2026 in Review

Clay Northam Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 681 shares worth $725K. The position accounts for 0.36% of the portfolio, ranked #49.

Clay Northam Wealth Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clay Northam Wealth Management held 681 shares of Caterpillar worth $725K as of Q2 2026.
  • Clay Northam Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.36% of Clay Northam Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Clay Northam Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.