Destination Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Destination Wealth Management's CAT Position: Q2 2026 in Review
Destination Wealth Management increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $178K and bringing the position to 1,529 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #147.
Destination Wealth Management first reported a position in CAT in Q2 2015 and has held it in 30 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Destination Wealth Management held 1,529 shares of Caterpillar worth $1.63M as of Q2 2026.
- Destination Wealth Management bought 203 Caterpillar shares in Q2 2026, an estimated $178K.
- Caterpillar made up 0.04% of Destination Wealth Management's portfolio in Q2 2026, its #147 holding.
- Destination Wealth Management first reported a position in Caterpillar in Q2 2015 and has held it in 30 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.