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Compton Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Compton Wealth Advisory Group’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 		$6.87M Sell
6,930
-11
-0.2% -$9.66K 1.39% 21
2026
Q1 		$5.07M Buy
6,941
+231
+3% +$160K 1.13% 24
2025
Q4 		$3.84M Sell
6,710
-100
-1% -$55.6K 0.84% 26
2025
Q3 		$3.25M Buy
6,810
+277
+4% +$118K 0.75% 28
2025
Q2 		$2.54M Buy
6,533
+93
+1% +$31K 0.64% 32
2025
Q1 		$2.12M Sell
6,440
-886
-12% -$316K 0.59% 36
2024
Q4 		$2.66M Sell
7,326
-64
-0.9% -$24.8K 0.69% 33
2024
Q3 		$2.89M Buy
7,390
+58
+0.8% +$20K 0.73% 31
2024
Q2 		$2.44M Buy
7,332
+639
+10% +$222K 0.65% 34
2024
Q1 		$2.45M Buy
6,693
+419
+7% +$134K 0.67% 31
2023
Q4 		$1.86M Buy
6,274
+4,889
+353% +$1.27M 0.58% 35
2023
Q3 		$378K Buy
+1,385
New +$376K 0.13% 76
2019
Q4 		– Sell
-8,833
Closed -$1.12M – 61
2019
Q3 		$1.12M Buy
8,833
+2,643
+43% +$336K 0.61% 32
2019
Q2 		$844K Buy
6,190
+676
+12% +$89.3K 0.43% 40
2019
Q1 		$747K Buy
5,514
+35
+0.6% +$4.65K 0.4% 42
2018
Q4 		$696K Buy
+5,479
New +$713K 0.36% 41

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

Compton Wealth Advisory Group's CAT Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Caterpillar (CAT) stake by 0.16% in Q2 2026, selling an estimated $9.66K and leaving 6,930 shares worth $6.87M. The position accounts for 1.39% of the portfolio, ranked #21.

Compton Wealth Advisory Group first reported a position in CAT in Q4 2018 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Compton Wealth Advisory Group held 6,930 shares of Caterpillar worth $6.87M as of Q2 2026.
  • Compton Wealth Advisory Group sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 1.39% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Compton Wealth Advisory Group first reported a position in Caterpillar in Q4 2018 and has held it in 16 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.