EHWM
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Eads & Heald Wealth Management’s Caterpillar CAT Stock Holding History

Eads & Heald 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 		$3.63M Sell
3,413
-626
-15% -$550K 1.78% 5
2026
Q1 		$2.86M Sell
4,039
-1,261
-24% -$873K 1.43% 12
2025
Q4 		$3.04M Sell
5,300
-456
-8% -$253K 1.47% 12
2025
Q3 		$2.75M Sell
5,756
-277
-5% -$118K 1.31% 19
2025
Q2 		$2.34M Sell
6,033
-175
-3% -$58.3K 1.16% 26
2025
Q1 		$2.05M Sell
6,208
-234
-4% -$83.4K 1.04% 36
2024
Q4 		$2.34M Buy
6,442
+309
+5% +$120K 1.15% 29
2024
Q3 		$2.4M Buy
6,133
+42
+0.7% +$14.5K 1.14% 30
2024
Q2 		$2.03M Sell
6,091
-113
-2% -$39.2K 0.98% 43
2024
Q1 		$2.27M Sell
6,204
-168
-3% -$53.7K 1.06% 34
2023
Q4 		$1.88M Buy
6,372
+76
+1% +$19.7K 0.91% 46
2023
Q3 		$1.72M Buy
6,296
+574
+10% +$156K 0.9% 44
2023
Q2 		$1.41M Buy
5,722
+1,579
+38% +$352K 0.69% 75
2023
Q1 		$948K Buy
4,143
+2,340
+130% +$566K 0.47% 86
2022
Q4 		$432K Sell
1,803
-56
-3% -$12.2K 0.22% 115
2022
Q3 		$305K Sell
1,859
-20
-1% -$3.65K 0.17% 124
2022
Q2 		$336K Sell
1,879
-35
-2% -$7.38K 0.18% 121
2022
Q1 		$426K Sell
1,914
-30
-2% -$6.29K 0.2% 118
2021
Q4 		$402K Sell
1,944
-80
-4% -$16.1K 0.17% 120
2021
Q3 		$389K Sell
2,024
-61
-3% -$12.7K 0.19% 114
2021
Q2 		$454K Sell
2,085
-93
-4% -$21.5K 0.22% 112
2021
Q1 		$505K Buy
2,178
+105
+5% +$21.7K 0.26% 110
2020
Q4 		$377K Buy
2,073
+288
+16% +$48.8K 0.2% 113
2020
Q3 		$266K Buy
+1,785
New +$251K 0.16% 114

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

Eads & Heald Wealth Management's CAT Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $550K and leaving 3,413 shares worth $3.63M. The position accounts for 1.78% of the portfolio, ranked #5.

Eads & Heald Wealth Management first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Eads & Heald Wealth Management held 3,413 shares of Caterpillar worth $3.63M as of Q2 2026.
  • Eads & Heald Wealth Management sold 626 Caterpillar shares in Q2 2026, an estimated $550K.
  • Caterpillar made up 1.78% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Eads & Heald Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.