CWP
CAT icon

Curated Wealth Partners’s Caterpillar CAT Stock Holding History

Curated 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
2024
Q2 		– Sell
-3,014
Closed -$1.1M – 163
2024
Q1 		$1.1M Buy
+3,014
New +$963K 0.16% 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

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

Curated Wealth Partners opened a new position in Caterpillar (CAT) in Q2 2026: 436 shares worth $464K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CAT as recently as Q4 2024.

Curated Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2024. 4,054 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Curated Wealth Partners held 436 shares of Caterpillar worth $464K as of Q2 2026.
  • Caterpillar was a new Curated Wealth Partners position in Q2 2026.
  • Caterpillar made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Curated Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
  • Curated Wealth Partners's Caterpillar position peaked at $1.09M in Q3 2024.
  • 4,054 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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