EW
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Element Wealth’s Caterpillar CAT Stock Holding History

Element Wealth’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 		$543K Buy
510
+5
+1% +$4.39K 0.2% 111
2026
Q1 		$358K Sell
505
-45
-8% -$31.2K 0.15% 139
2025
Q4 		$315K Buy
550
+2
+0.4% +$1.11K 0.13% 150
2025
Q3 		$261K Buy
548
+1
+0.2% +$427 0.11% 157
2025
Q2 		$212K Buy
+547
New +$182K 0.1% 173
2024
Q4 		– Sell
-537
Closed -$210K – 293
2024
Q3 		$210K Buy
+537
New +$185K 0.11% 145
2024
Q2 		– Sell
-551
Closed -$202K – 291
2024
Q1 		$202K Buy
+551
New +$176K 0.12% 138

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

Element Wealth's CAT Position: Q2 2026 in Review

Element Wealth increased its Caterpillar (CAT) stake by 0.99% in Q2 2026, buying an estimated $4.39K and bringing the position to 510 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #111.

Element Wealth first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Element Wealth held 510 shares of Caterpillar worth $543K as of Q2 2026.
  • Element Wealth bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.2% of Element Wealth's portfolio in Q2 2026, its #111 holding.
  • Element Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.