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Forza Wealth Management’s Caterpillar CAT Stock Holding History

Forza 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 		$642K Sell
603
-273
-31% -$240K 0.2% 107
2026
Q1 		$621K Buy
876
+254
+41% +$176K 0.22% 110
2025
Q4 		$356K Buy
622
+49
+9% +$27.2K 0.13% 150
2025
Q3 		$273K Hold
573
– – 0.1% 165
2025
Q2 		$222K Buy
+573
New +$191K 0.09% 179
2025
Q1 		– Sell
-738
Closed -$268K – 179
2024
Q4 		$268K Buy
738
+25
+4% +$9.7K 0.12% 159
2024
Q3 		$279K Buy
+713
New +$246K 0.13% 156

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

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

Forza Wealth Management reduced its Caterpillar (CAT) stake by 31% in Q2 2026, selling an estimated $240K and leaving 603 shares worth $642K. The position accounts for 0.2% of the portfolio, ranked #107.

Forza Wealth Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Forza Wealth Management held 603 shares of Caterpillar worth $642K as of Q2 2026.
  • Forza Wealth Management sold 273 Caterpillar shares in Q2 2026, an estimated $240K.
  • Caterpillar made up 0.2% of Forza Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Forza Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.