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FSB Premier Wealth Management’s Caterpillar CAT Stock Holding History

FSB Premier 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 		$1.61M Buy
1,507
+196
+15% +$172K 0.45% 63
2026
Q1 		$929K Buy
1,311
+89
+7% +$61.6K 0.29% 88
2025
Q4 		$700K Buy
1,222
+28
+2% +$15.6K 0.22% 107
2025
Q3 		$570K Buy
1,194
+1
+0.1% +$427 0.19% 125
2025
Q2 		$463K Buy
1,193
+25
+2% +$8.33K 0.17% 135
2025
Q1 		$385K Buy
1,168
+124
+12% +$44.2K 0.15% 142
2024
Q4 		$379K Sell
1,044
-100
-9% -$38.8K 0.15% 142
2024
Q3 		$448K Buy
1,144
+2
+0.2% +$691 0.18% 125
2024
Q2 		$381K Hold
1,142
– – 0.17% 126
2024
Q1 		$419K Buy
1,142
+199
+21% +$63.6K 0.19% 103
2023
Q4 		$279K Sell
943
-200
-17% -$51.9K 0.14% 135
2023
Q3 		$312K Hold
1,143
– – 0.17% 110
2023
Q2 		$281K Sell
1,143
-39
-3% -$8.7K 0.15% 120
2023
Q1 		$271K Sell
1,182
-628
-35% -$152K 0.15% 117
2022
Q4 		$434K Sell
1,810
-131
-7% -$28.5K 0.24% 85
2022
Q3 		$318K Buy
1,941
+1
+0.1% +$183 0.19% 106
2022
Q2 		$346K Sell
1,940
-52
-3% -$11K 0.19% 98
2022
Q1 		$423K Buy
1,992
+141
+8% +$29.6K 0.21% 92
2021
Q4 		$382K Buy
1,851
+89
+5% +$17.9K 0.16% 97
2021
Q3 		$338K Sell
1,762
-650
-27% -$135K 0.17% 85
2021
Q2 		$524K Buy
2,412
+283
+13% +$65.4K 0.27% 64
2021
Q1 		$493K Sell
2,129
-20
-0.9% -$4.14K 0.27% 67
2020
Q4 		$391K Buy
+2,149
New +$364K 0.21% 75

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

FSB Premier Wealth Management's CAT Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 1,507 shares worth $1.61M. The position accounts for 0.45% of the portfolio, ranked #63.

FSB Premier Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FSB Premier Wealth Management held 1,507 shares of Caterpillar worth $1.61M as of Q2 2026.
  • FSB Premier Wealth Management bought 196 Caterpillar shares in Q2 2026, an estimated $172K.
  • Caterpillar made up 0.45% of FSB Premier Wealth Management's portfolio in Q2 2026, its #63 holding.
  • FSB Premier Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.