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Financial Network Wealth Advisors’s Caterpillar CAT Stock Holding History

Financial Network Wealth Advisors’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 		$73.5K Sell
69
-7
-9% -$6.15K 0.07% 217
2026
Q1 		$53.8K Hold
76
– – 0.06% 265
2025
Q4 		$43.5K Sell
76
-16
-17% -$8.89K 0.05% 288
2025
Q3 		$43.9K Sell
92
-29
-24% -$12.4K 0.05% 283
2025
Q2 		$47K Buy
121
+7
+6% +$2.33K 0.06% 268
2025
Q1 		$37.6K Buy
114
+14
+14% +$4.99K 0.05% 280
2024
Q4 		$36.3K Sell
100
-529
-84% -$205K 0.07% 217
2024
Q3 		$246K Sell
629
-1
-0.2% -$345 0.2% 99
2024
Q2 		$210K Sell
630
-12
-2% -$4.16K 0.16% 130
2024
Q1 		$235K Buy
+642
New +$205K 0.23% 101

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

Financial Network Wealth Advisors's CAT Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Caterpillar (CAT) stake by 9.2% in Q2 2026, selling an estimated $6.15K and leaving 69 shares worth $73.5K. The position accounts for 0.07% of the portfolio, ranked #217.

Financial Network Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $246K in Q3 2024. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Network Wealth Advisors held 69 shares of Caterpillar worth $73.5K as of Q2 2026.
  • Financial Network Wealth Advisors sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Financial Network Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • Financial Network Wealth Advisors's Caterpillar position peaked at $246K in Q3 2024.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.