Focus Partners Wealth
CAT icon

Focus Partners Wealth’s Caterpillar CAT Stock Holding History

Focus Partners Wealth’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 		$304M Sell
285,159
-52,872
-16% -$46.4M 0.31% 65
2026
Q1 		$240M Sell
338,031
-57,610
-15% -$39.9M 0.27% 83
2025
Q4 		$227M Buy
395,641
+77,742
+24% +$43.2M 0.26% 81
2025
Q3 		$151M Buy
317,899
+8,065
+3% +$3.44M 0.24% 77
2025
Q2 		$120M Buy
309,834
+18,822
+6% +$6.27M 0.26% 75
2025
Q1 		$96M Buy
291,012
+20,754
+8% +$7.39M 0.24% 88
2024
Q4 		$98M Buy
270,258
+29,431
+12% +$11.4M 0.25% 82
2024
Q3 		$94.2M Sell
240,827
-164,625
-41% -$56.9M 0.3% 71
2024
Q2 		$138M Buy
405,452
+386,176
+2,003% +$134M 0.46% 52
2024
Q1 		$7.06M Buy
19,276
+11,798
+158% +$3.77M 0.06% 257
2023
Q4 		$2.21M Buy
+7,478
New +$1.94M 0.03% 338

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

Focus Partners Wealth's CAT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $46.4M and leaving 285,159 shares worth $304M. The position accounts for 0.31% of the portfolio, ranked #65.

Focus Partners Wealth first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Focus Partners Wealth held 285,159 shares of Caterpillar worth $304M as of Q2 2026.
  • Focus Partners Wealth sold 52,872 Caterpillar shares in Q2 2026, an estimated $46.4M.
  • Caterpillar made up 0.31% of Focus Partners Wealth's portfolio in Q2 2026, its #65 holding.
  • Focus Partners Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.