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Flagship Wealth Advisors’s Caterpillar CAT Stock Holding History

Flagship 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 		$42.6K Sell
40
-33
-45% -$29K 0.01% 287
2026
Q1 		$28.3K Buy
73
+33
+83% +$22.9K 0.01% 232
2025
Q4 		$22.9K Sell
40
-33
-45% -$18.3K 0.01% 276
2025
Q3 		$34.8K Hold
73
– – 0.01% 248
2025
Q2 		$28.3K Hold
73
– – 0.01% 246
2025
Q1 		$24.1K Hold
73
– – 0.01% 249
2024
Q4 		$26.5K Buy
+73
New +$28.3K 0.02% 234

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

Flagship Wealth Advisors's CAT Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Caterpillar (CAT) stake by 45% in Q2 2026, selling an estimated $29K and leaving 40 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #287.

Flagship Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Flagship Wealth Advisors held 40 shares of Caterpillar worth $42.6K as of Q2 2026.
  • Flagship Wealth Advisors sold 33 Caterpillar shares in Q2 2026, an estimated $29K.
  • Caterpillar made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • Flagship Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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