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Diversify Wealth Management’s Caterpillar CAT Stock Holding History

Diversify 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 		$5.37M Buy
6,151
+670
+12% +$589K 0.09% 211
2026
Q1 		$4.44M Buy
5,481
+4,097
+296% +$2.84M 0.08% 222
2025
Q4 		$881K Buy
1,384
+34
+3% +$18.9K 0.04% 344
2025
Q3 		$771K Sell
1,350
-244
-15% -$104K 0.04% 314
2025
Q2 		$658K Sell
1,594
-149
-9% -$49.7K 0.04% 331
2025
Q1 		$536K Sell
1,743
-249
-13% -$88.7K 0.04% 348
2024
Q4 		$699K Buy
1,992
+535
+37% +$207K 0.05% 276
2024
Q3 		$562K Sell
1,457
-71
-5% -$24.5K 0.05% 300
2024
Q2 		$484K Buy
+1,528
New +$530K 0.06% 283

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $589K and bringing the position to 6,151 shares worth $5.37M. The position accounts for 0.09% of the portfolio, ranked #211.

Diversify Wealth Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Diversify Wealth Management held 6,151 shares of Caterpillar worth $5.37M as of Q2 2026.
  • Diversify Wealth Management bought 670 Caterpillar shares in Q2 2026, an estimated $589K.
  • Caterpillar made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Diversify Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.