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GeoWealth Management’s Caterpillar CAT Stock Holding History

GeoWealth 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 		$1.49M Buy
1,396
+130
+10% +$114K 0.05% 235
2026
Q1 		$897K Buy
1,266
+87
+7% +$60.3K 0.03% 317
2025
Q4 		$676K Buy
1,179
+60
+5% +$33.3K 0.02% 370
2025
Q3 		$534K Buy
1,119
+177
+19% +$75.6K 0.02% 435
2025
Q2 		$366K Sell
942
-1,963
-68% -$654K 0.01% 486
2025
Q1 		$958K Sell
2,905
-418
-13% -$149K 0.04% 278
2024
Q4 		$1.21M Buy
3,323
+192
+6% +$74.5K 0.04% 265
2024
Q3 		$1.22M Sell
3,131
-309
-9% -$107K 0.04% 263
2024
Q2 		$1.15M Buy
3,440
+792
+30% +$275K 0.05% 240
2024
Q1 		$970K Sell
2,648
-2,092
-44% -$669K 0.04% 302
2023
Q4 		$1.4M Buy
4,740
+3,357
+243% +$871K 0.12% 173
2023
Q3 		$377K Buy
1,383
+120
+10% +$32.6K 0.04% 220
2023
Q2 		$311K Sell
1,263
-9
-0.7% -$2.01K 0.03% 210
2023
Q1 		$291K Sell
1,272
-299
-19% -$72.3K 0.03% 178
2022
Q4 		$376K Sell
1,571
-1,332
-46% -$290K 0.04% 168
2022
Q3 		$476K Sell
2,903
-100
-3% -$18.3K 0.05% 172
2022
Q2 		$537K Sell
3,003
-82
-3% -$17.3K 0.07% 153
2022
Q1 		$688K Buy
3,085
+1,258
+69% +$264K 0.06% 175
2021
Q4 		$376K Buy
1,827
+42
+2% +$8.46K 0.03% 231
2021
Q3 		$343K Sell
1,785
-40
-2% -$8.33K 0.03% 255
2021
Q2 		$397K Buy
1,825
+33
+2% +$7.62K 0.05% 170
2021
Q1 		$416K Buy
+1,792
New +$371K 0.06% 130

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

GeoWealth Management's CAT Position: Q2 2026 in Review

GeoWealth Management increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 1,396 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #235.

GeoWealth Management first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GeoWealth Management held 1,396 shares of Caterpillar worth $1.49M as of Q2 2026.
  • GeoWealth Management bought 130 Caterpillar shares in Q2 2026, an estimated $114K.
  • Caterpillar made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #235 holding.
  • GeoWealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.