FWI
CAT icon

Facet Wealth Inc’s Caterpillar CAT Stock Holding History

Facet Wealth Inc’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 		$4.66M Buy
4,373
+1,004
+30% +$882K 0.07% 59
2026
Q1 		$2.39M Buy
3,369
+599
+22% +$415K 0.04% 74
2025
Q4 		$1.78M Buy
2,770
+799
+41% +$444K 0.03% 76
2025
Q3 		$940K Buy
1,971
+447
+29% +$191K 0.02% 86
2025
Q2 		$667K Buy
1,524
+362
+31% +$121K 0.02% 88
2025
Q1 		$375K Buy
1,162
+19
+2% +$6.77K 0.01% 97
2024
Q4 		$416K Buy
1,143
+74
+7% +$28.7K 0.01% 95
2024
Q3 		$406K Buy
1,069
+445
+71% +$154K 0.01% 99
2024
Q2 		$213K Buy
624
+33
+6% +$11.4K 0.01% 136
2024
Q1 		$202K Buy
+591
New +$189K 0.01% 120

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

Facet Wealth Inc's CAT Position: Q2 2026 in Review

Facet Wealth Inc increased its Caterpillar (CAT) stake by 30% in Q2 2026, buying an estimated $882K and bringing the position to 4,373 shares worth $4.66M. The position accounts for 0.07% of the portfolio, ranked #59.

Facet Wealth Inc first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Facet Wealth Inc held 4,373 shares of Caterpillar worth $4.66M as of Q2 2026.
  • Facet Wealth Inc bought 1,004 Caterpillar shares in Q2 2026, an estimated $882K.
  • Caterpillar made up 0.07% of Facet Wealth Inc's portfolio in Q2 2026, its #59 holding.
  • Facet Wealth Inc first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.