Cranbrook Wealth Management’s Caterpillar CAT Stock Holding History

Cranbrook 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	$2.93M	Sell	2,756 -12	-0.4%	-$10.5K	0.55%	39
2026 Q1	$1.96M	Sell	2,768 -39	-1%	-$27K	0.4%	45
2025 Q4	$1.61M	Buy	2,807 +579	+26%	+$322K	0.32%	50
2025 Q3	$1.06M	Hold	2,228	–	–	0.21%	57
2025 Q2	$865K	Hold	2,228	–	–	0.18%	63
2025 Q1	$735K	Sell	2,228 -19	-0.8%	-$6.77K	0.17%	62
2024 Q4	$815K	Buy	2,247 +75	+3%	+$29.1K	0.19%	59
2024 Q3	$850K	Buy	2,172 +626	+40%	+$216K	0.19%	59
2024 Q2	$515K	Buy	+1,546	New	+$536K	0.13%	72
2021 Q4	–	Sell	-25	Closed	-$5K	–	364
2021 Q3	$5K	Buy	+25	New	+$5.21K	﹤0.01%	334
2021 Q1	–	Sell	-23	Closed	-$4K	–	393
2020 Q4	$4K	Buy	+23	New	+$3.9K	﹤0.01%	283
2019 Q4	–	Sell	-192	Closed	-$24K	–	258
2019 Q3	$24K	Buy	+192	New	+$24.4K	0.01%	162

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Cranbrook Wealth Management reduced its Caterpillar (CAT) stake by 0.43% in Q2 2026, selling an estimated $10.5K and leaving 2,756 shares worth $2.93M. The position accounts for 0.55% of the portfolio, ranked #39.

Cranbrook Wealth Management first reported a position in CAT in Q3 2019 and has held it in 12 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cranbrook Wealth Management held 2,756 shares of Caterpillar worth $2.93M as of Q2 2026.
Cranbrook Wealth Management sold 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
Caterpillar made up 0.55% of Cranbrook Wealth Management's portfolio in Q2 2026, its #39 holding.
Cranbrook Wealth Management first reported a position in Caterpillar in Q3 2019 and has held it in 12 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.