GC Wealth Management RIA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
GC Wealth Management RIA's CAT Position: Q2 2026 in Review
GC Wealth Management RIA reduced its Caterpillar (CAT) stake by 5.8% in Q2 2026, selling an estimated $227K and leaving 4,222 shares worth $4.5M. The position accounts for 0.26% of the portfolio, ranked #79.
GC Wealth Management RIA first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- GC Wealth Management RIA held 4,222 shares of Caterpillar worth $4.5M as of Q2 2026.
- GC Wealth Management RIA sold 258 Caterpillar shares in Q2 2026, an estimated $227K.
- Caterpillar made up 0.26% of GC Wealth Management RIA's portfolio in Q2 2026, its #79 holding.
- GC Wealth Management RIA first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.