Elk River Wealth Management’s Caterpillar CAT Stock Holding History

Elk River 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	$964K	Hold	905	–	–	0.15%	59
2026 Q1	$641K	Buy	905 +155	+21%	+$107K	0.11%	67
2025 Q4	$430K	Hold	750	–	–	0.07%	78
2025 Q3	$358K	Hold	750	–	–	0.06%	80
2025 Q2	$291K	Hold	750	–	–	0.05%	83
2025 Q1	$247K	Hold	750	–	–	0.05%	85
2024 Q4	$272K	Hold	750	–	–	0.05%	86
2024 Q3	$293K	Hold	750	–	–	0.05%	83
2024 Q2	$250K	Sell	750 -250	-25%	-$86.7K	0.05%	80
2024 Q1	$366K	Hold	1,000	–	–	0.07%	77
2023 Q4	$296K	Hold	1,000	–	–	0.06%	92
2023 Q3	$273K	Hold	1,000	–	–	0.06%	90
2023 Q2	$246K	Hold	1,000	–	–	0.05%	94
2023 Q1	$229K	Hold	1,000	–	–	0.05%	98
2022 Q4	$240K	Buy	+1,000	New	+$218K	0.06%	99
2022 Q2	–	Sell	-1,054	Closed	-$235K	–	108
2022 Q1	$235K	Buy	1,054 +1	+0.1%	+$210	0.05%	112
2021 Q4	$218K	Hold	1,053	–	–	0.05%	116
2021 Q3	$202K	Hold	1,053	–	–	0.05%	117
2021 Q2	$229K	Hold	1,053	–	–	0.06%	112
2021 Q1	$244K	Buy	+1,053	New	+$218K	0.07%	108

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

Elk River Wealth Management's CAT Position: Q2 2026 in Review

Elk River Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 905 shares worth $964K. The position accounts for 0.15% of the portfolio, ranked #59.

Elk River Wealth Management first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. 4,062 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elk River Wealth Management held 905 shares of Caterpillar worth $964K as of Q2 2026.
Elk River Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.15% of Elk River Wealth Management's portfolio in Q2 2026, its #59 holding.
Elk River Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
4,062 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.