GWP
CAT icon

Gateway Wealth Partners’s Caterpillar CAT Stock Holding History

Gateway Wealth Partners’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 		$6.18M Sell
5,799
-5,053
-47% -$4.44M 0.37% 71
2026
Q1 		$7.69M Buy
10,852
+6,240
+135% +$4.32M 0.3% 94
2025
Q4 		$2.64M Sell
4,612
-107
-2% -$59.5K 0.29% 96
2025
Q3 		$2.25M Buy
4,719
+546
+13% +$233K 0.3% 89
2025
Q2 		$1.62M Buy
4,173
+394
+10% +$131K 0.31% 91
2025
Q1 		$1.25M Buy
3,779
+117
+3% +$41.7K 0.28% 95
2024
Q4 		$1.33M Sell
3,662
-144
-4% -$55.8K 0.34% 70
2024
Q3 		$1.49M Buy
3,806
+138
+4% +$47.7K 0.41% 61
2024
Q2 		$1.22M Buy
3,668
+84
+2% +$29.1K 0.37% 70
2024
Q1 		$1.31M Sell
3,584
-47
-1% -$15K 0.47% 60
2023
Q4 		$1.07M Sell
3,631
-8,354
-70% -$2.17M 0.43% 57
2023
Q3 		$3.27M Buy
11,985
+562
+5% +$152K 0.59% 37
2023
Q2 		$2.81M Buy
11,423
+123
+1% +$27.4K 0.5% 43
2023
Q1 		$2.59M Buy
11,300
+402
+4% +$97.2K 0.4% 45
2022
Q4 		$2.61M Buy
+10,898
New +$2.37M 0.45% 41

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Gateway Wealth Partners's CAT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Caterpillar (CAT) stake by 47% in Q2 2026, selling an estimated $4.44M and leaving 5,799 shares worth $6.18M. The position accounts for 0.37% of the portfolio, ranked #71.

Gateway Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.69M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gateway Wealth Partners held 5,799 shares of Caterpillar worth $6.18M as of Q2 2026.
  • Gateway Wealth Partners sold 5,053 Caterpillar shares in Q2 2026, an estimated $4.44M.
  • Caterpillar made up 0.37% of Gateway Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Gateway Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Caterpillar position peaked at $7.69M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.