Curio Wealth’s Caterpillar CAT Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$1.42K	–	243
2026 Q1	$1.42K	Buy	+2	New	+$1.39K	﹤0.01%	346

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

Curio Wealth's CAT Position: Q2 2026 in Review

Curio Wealth sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 2 shares — an estimated $1.42K sold.

Curio Wealth first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Curio Wealth reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Caterpillar shares in Q2 2026, an estimated $1.42K.
Curio Wealth first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
Curio Wealth's Caterpillar position peaked at $1.42K in Q1 2026.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.