Eagle Bluffs Wealth Management’s Caterpillar CAT Stock Holding History

Eagle Bluffs 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	$2.78M	Sell	2,609 -32	-1%	-$28.1K	0.93%	27
2026 Q1	$1.87M	Hold	2,641	–	–	0.73%	34
2025 Q4	$1.51M	Buy	2,641 +24	+0.9%	+$13.3K	0.61%	39
2025 Q3	$1.25M	Sell	2,617 -35	-1%	-$14.9K	0.54%	42
2025 Q2	$1.03M	Hold	2,652	–	–	0.49%	44
2025 Q1	$875K	Sell	2,652 -42	-2%	-$15K	0.46%	46
2024 Q4	$977K	Hold	2,694	–	–	0.52%	40
2024 Q3	$1.05M	Hold	2,694	–	–	0.57%	42
2024 Q2	$897K	Sell	2,694 -40	-1%	-$13.9K	0.52%	42
2024 Q1	$1M	Hold	2,734	–	–	0.62%	40
2023 Q4	$808K	Hold	2,734	–	–	0.55%	44
2023 Q3	$746K	Sell	2,734 -43	-2%	-$11.7K	0.57%	41
2023 Q2	$683K	Hold	2,777	–	–	0.53%	45
2023 Q1	$635K	Buy	2,777 +22	+0.8%	+$5.32K	0.52%	46
2022 Q4	$660K	Hold	2,755	–	–	0.69%	39
2022 Q3	$452K	Sell	2,755 -185	-6%	-$33.8K	0.52%	50
2022 Q2	$526K	Hold	2,940	–	–	0.57%	47
2022 Q1	$655K	Buy	2,940 +71	+2%	+$14.9K	0.63%	44
2021 Q4	$593K	Buy	+2,869	New	+$578K	0.62%	43

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

Eagle Bluffs Wealth Management's CAT Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $28.1K and leaving 2,609 shares worth $2.78M. The position accounts for 0.93% of the portfolio, ranked #27.

Eagle Bluffs Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Eagle Bluffs Wealth Management held 2,609 shares of Caterpillar worth $2.78M as of Q2 2026.
Eagle Bluffs Wealth Management sold 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
Caterpillar made up 0.93% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #27 holding.
Eagle Bluffs Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.