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Cornerstone Wealth Group’s Caterpillar CAT Stock Holding History

Cornerstone Wealth 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 		$8.72M Sell
8,186
-379
-4% -$333K 0.52% 52
2026
Q1 		$6.86M Sell
8,565
-594
-6% -$411K 0.44% 64
2025
Q4 		$5.25M Buy
9,159
+166
+2% +$92.3K 0.36% 84
2025
Q3 		$4.29M Buy
8,993
+4,530
+102% +$1.93M 0.29% 91
2025
Q2 		$1.73M Sell
4,463
-177
-4% -$59K 0.13% 109
2025
Q1 		$1.53M Buy
4,640
+36
+0.8% +$12.8K 0.13% 118
2024
Q4 		$1.67M Buy
4,604
+85
+2% +$33K 0.14% 112
2024
Q3 		$1.77M Sell
4,519
-49
-1% -$16.9K 0.15% 110
2024
Q2 		$1.52M Buy
4,568
+84
+2% +$29.1K 0.14% 111
2024
Q1 		$1.64M Buy
4,484
+3,336
+291% +$1.07M 0.15% 106
2023
Q4 		$339K Buy
1,148
+106
+10% +$27.5K 0.05% 118
2023
Q3 		$284K Buy
1,042
+35
+3% +$9.49K 0.05% 125
2023
Q2 		$248K Buy
1,007
+27
+3% +$6.02K 0.04% 131
2023
Q1 		$224K Buy
980
+117
+14% +$28.3K 0.04% 134
2022
Q4 		$207K Buy
+863
New +$188K 0.04% 128
2022
Q3 		– Sell
-13,089
Closed -$2.34M – 129
2022
Q2 		$2.34M Buy
13,089
+1,061
+9% +$224K 0.49% 66
2022
Q1 		$2.68M Sell
12,028
-5,832
-33% -$1.22M 0.49% 73
2021
Q4 		$3.69M Buy
17,860
+959
+6% +$193K 0.63% 54
2021
Q3 		$3.25M Sell
16,901
-12,824
-43% -$2.67M 0.57% 62
2021
Q2 		$6.04M Buy
29,725
+2,581
+10% +$596K 1.23% 18
2021
Q1 		$6.31M Buy
27,144
+6,226
+30% +$1.29M 1.28% 13
2020
Q4 		$3.81M Buy
20,918
+9,211
+79% +$1.56M 0.94% 26
2020
Q3 		$1.75M Buy
+11,707
New +$1.64M 0.48% 63
2019
Q3 		– Sell
-13,110
Closed -$1.79M – 136
2019
Q2 		$1.79M Buy
13,110
+437
+3% +$57.7K 0.48% 58
2019
Q1 		$1.72M Buy
+12,673
New +$1.68M 0.43% 49

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

Cornerstone Wealth Group's CAT Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $333K and leaving 8,186 shares worth $8.72M. The position accounts for 0.52% of the portfolio, ranked #52.

Cornerstone Wealth Group first reported a position in CAT in Q1 2019 and has held it in 25 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cornerstone Wealth Group held 8,186 shares of Caterpillar worth $8.72M as of Q2 2026.
  • Cornerstone Wealth Group sold 379 Caterpillar shares in Q2 2026, an estimated $333K.
  • Caterpillar made up 0.52% of Cornerstone Wealth Group's portfolio in Q2 2026, its #52 holding.
  • Cornerstone Wealth Group first reported a position in Caterpillar in Q1 2019 and has held it in 25 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.