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Garrett Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Garrett Wealth Advisory Group’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 		$3.35M Buy
3,145
+15
+0.5% +$13.2K 0.51% 25
2026
Q1 		$2.22M Buy
3,130
+317
+11% +$220K 0.39% 27
2025
Q4 		$1.61M Sell
2,813
-19
-0.7% -$10.6K 0.3% 29
2025
Q3 		$1.35M Buy
2,832
+1
+0% +$427 0.26% 30
2025
Q2 		$1.1M Buy
2,831
+80
+3% +$26.7K 0.23% 33
2025
Q1 		$907K Buy
2,751
+1,281
+87% +$456K 0.2% 35
2024
Q4 		$533K Buy
1,470
+295
+25% +$114K 0.12% 49
2024
Q3 		$460K Hold
1,175
– – 0.11% 57
2024
Q2 		$391K Hold
1,175
– – 0.14% 57
2024
Q1 		$431K Sell
1,175
-27
-2% -$8.63K 0.18% 39
2023
Q4 		$355K Sell
1,202
-25
-2% -$6.49K 0.15% 41
2023
Q3 		$335K Buy
+1,227
New +$333K 0.15% 42
2019
Q4 		– Sell
-371
Closed -$46.9K – 141
2019
Q3 		$46.9K Buy
+371
New +$47.1K 0.03% 136

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

Garrett Wealth Advisory Group's CAT Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Caterpillar (CAT) stake by 0.48% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,145 shares worth $3.35M. The position accounts for 0.51% of the portfolio, ranked #25.

Garrett Wealth Advisory Group first reported a position in CAT in Q3 2019 and has held it in 13 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Garrett Wealth Advisory Group held 3,145 shares of Caterpillar worth $3.35M as of Q2 2026.
  • Garrett Wealth Advisory Group bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.51% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Garrett Wealth Advisory Group first reported a position in Caterpillar in Q3 2019 and has held it in 13 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.