Destiny Wealth Partners’s Caterpillar CAT Stock Holding History

Destiny 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
2026 Q2	$385K	Sell	472 -282	-37%	-$248K	0.05%	113
2026 Q1	$534K	Hold	754	–	–	0.06%	135
2025 Q4	$479K	Hold	754	–	–	0.06%	129
2025 Q3	$360K	Buy	+754	New	+$322K	0.04%	149
2023 Q1	–	Sell	-33	Closed	-$7.91K	–	244
2022 Q4	$7.91K	Hold	33	–	–	﹤0.01%	511
2022 Q3	$5K	Hold	33	–	–	﹤0.01%	486
2022 Q2	$6K	Buy	+33	New	+$6.95K	﹤0.01%	490
2022 Q1	–	Sell	-200	Closed	-$41K	–	545
2021 Q4	$41K	Hold	200	–	–	0.01%	338
2021 Q3	$38K	Buy	+200	New	+$41.7K	0.01%	326
2021 Q2	–	Sell	-200	Closed	-$46K	–	224
2021 Q1	$46K	Hold	200	–	–	0.01%	275
2020 Q4	$36K	Buy	+200	New	+$33.9K	0.01%	315

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

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

Destiny Wealth Partners reduced its Caterpillar (CAT) stake by 37% in Q2 2026, selling an estimated $248K and leaving 472 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #113.

Destiny Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 11 quarters since. The position peaked at $534K in Q1 2026. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Destiny Wealth Partners held 472 shares of Caterpillar worth $385K as of Q2 2026.
Destiny Wealth Partners sold 282 Caterpillar shares in Q2 2026, an estimated $248K.
Caterpillar made up 0.05% of Destiny Wealth Partners's portfolio in Q2 2026, its #113 holding.
Destiny Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 11 quarters since.
Destiny Wealth Partners's Caterpillar position peaked at $534K in Q1 2026.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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