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Fourth Dimension Wealth’s Caterpillar CAT Stock Holding History

Fourth Dimension 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 		$586K Buy
550
+450
+450% +$395K 0.19% 90
2026
Q1 		$70.8K Hold
100
– – 0.03% 196
2025
Q4 		$57.3K Hold
100
– – 0.02% 220
2025
Q3 		$47.7K Hold
100
– – 0.02% 233
2025
Q2 		$38.8K Sell
100
-175
-64% -$58.3K 0.02% 257
2025
Q1 		$90.7K Buy
275
+39
+17% +$13.9K 0.04% 178
2024
Q4 		$85.6K Buy
+236
New +$91.5K 0.04% 169

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

Fourth Dimension Wealth's CAT Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Caterpillar (CAT) stake by 450% in Q2 2026, buying an estimated $395K and bringing the position to 550 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #90.

Fourth Dimension Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fourth Dimension Wealth held 550 shares of Caterpillar worth $586K as of Q2 2026.
  • Fourth Dimension Wealth bought 450 Caterpillar shares in Q2 2026, an estimated $395K.
  • Caterpillar made up 0.19% of Fourth Dimension Wealth's portfolio in Q2 2026, its #90 holding.
  • Fourth Dimension Wealth first reported a position in Caterpillar in Q4 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.