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Finer Wealth Management’s Caterpillar CAT Stock Holding History

Finer 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 		$10.5M Sell
9,816
-143
-1% -$126K 4.67% 7
2026
Q1 		$7.06M Sell
9,959
-80
-0.8% -$55.4K 3.54% 8
2025
Q4 		$5.75M Sell
10,039
-123
-1% -$68.4K 2.78% 9
2025
Q3 		$4.85M Buy
10,162
+121
+1% +$51.7K 2.42% 11
2025
Q2 		$3.9M Buy
10,041
+361
+4% +$120K 2.08% 12
2025
Q1 		$3.19M Buy
9,680
+251
+3% +$89.4K 1.91% 15
2024
Q4 		$3.42M Buy
9,429
+86
+0.9% +$33.4K 1.96% 14
2024
Q3 		$3.65M Sell
9,343
-446
-5% -$154K 2.26% 12
2024
Q2 		$3.26M Sell
9,789
-381
-4% -$132K 2.1% 11
2024
Q1 		$3.73M Buy
10,170
+395
+4% +$126K 2.45% 11
2023
Q4 		$2.89M Buy
9,775
+46
+0.5% +$11.9K 2.15% 13
2023
Q3 		$2.66M Buy
9,729
+264
+3% +$71.6K 2.12% 14
2023
Q2 		$2.33M Buy
9,465
+351
+4% +$78.3K 1.82% 18
2023
Q1 		$2.09M Buy
9,114
+25
+0.3% +$6.04K 1.76% 21
2022
Q4 		$2.18M Buy
9,089
+91
+1% +$19.8K 2.04% 16
2022
Q3 		$1.48M Buy
8,998
+324
+4% +$59.2K 1.45% 23
2022
Q2 		$1.55M Buy
8,674
+112
+1% +$23.6K 1.42% 23
2022
Q1 		$1.91M Buy
8,562
+198
+2% +$41.5K 1.56% 22
2021
Q4 		$1.73M Buy
+8,364
New +$1.68M 1.43% 23

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

Finer Wealth Management's CAT Position: Q2 2026 in Review

Finer Wealth Management reduced its Caterpillar (CAT) stake by 1.4% in Q2 2026, selling an estimated $126K and leaving 9,816 shares worth $10.5M. The position accounts for 4.67% of the portfolio, ranked #7.

Finer Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Finer Wealth Management held 9,816 shares of Caterpillar worth $10.5M as of Q2 2026.
  • Finer Wealth Management sold 143 Caterpillar shares in Q2 2026, an estimated $126K.
  • Caterpillar made up 4.67% of Finer Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Finer Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.