ForthRight Wealth Management’s Caterpillar CAT Stock Holding History

ForthRight 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	$403K	Sell	378 -43	-10%	-$37.8K	0.1%	56
2026 Q1	$298K	Hold	421	–	–	0.08%	62
2025 Q4	$241K	Hold	421	–	–	0.07%	64
2025 Q3	$201K	Buy	+421	New	+$180K	0.06%	68
2024 Q4	–	Sell	-584	Closed	-$228K	–	61
2024 Q3	$228K	Buy	+584	New	+$202K	0.08%	58
2024 Q2	–	Sell	-584	Closed	-$214K	–	66
2024 Q1	$214K	Buy	+584	New	+$187K	0.08%	64

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

ForthRight Wealth Management reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $37.8K and leaving 378 shares worth $403K. The position accounts for 0.1% of the portfolio, ranked #56.

ForthRight Wealth Management first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

ForthRight Wealth Management held 378 shares of Caterpillar worth $403K as of Q2 2026.
ForthRight Wealth Management sold 43 Caterpillar shares in Q2 2026, an estimated $37.8K.
Caterpillar made up 0.1% of ForthRight Wealth Management's portfolio in Q2 2026, its #56 holding.
ForthRight Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.