Fairway Wealth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.8K Sell
12
-654
-98% -$575K ﹤0.01% 173
2026
Q1
$472K Buy
+666
New +$461K 0.12% 53
2025
Q1
Sell
-342
Closed -$124K 236
2024
Q4
$124K Buy
+342
New +$133K 0.06% 70
2024
Q3
Sell
-48
Closed -$16K 146
2024
Q2
$16K Buy
+48
New +$16.6K 0.01% 107

Other funds holding CAT

Fairway Wealth's CAT Position: Q2 2026 in Review

Fairway Wealth reduced its Caterpillar (CAT) stake by 98% in Q2 2026, selling an estimated $575K and leaving 12 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Fairway Wealth first reported a position in CAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $472K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fairway Wealth held 12 shares of Caterpillar worth $12.8K as of Q2 2026.
  • Fairway Wealth sold 654 Caterpillar shares in Q2 2026, an estimated $575K.
  • Caterpillar made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #173 holding.
  • Fairway Wealth first reported a position in Caterpillar in Q2 2024 and has held it in 4 quarters since.
  • Fairway Wealth's Caterpillar position peaked at $472K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.