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Golden State Equity Partners’s Caterpillar CAT Stock Holding History

Golden State Equity 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 		$17K Sell
16
-8,038
-100% -$7.06M 0.05% 189
2026
Q1 		$5.71M Buy
8,054
+3,531
+78% +$2.45M 0.43% 37
2025
Q4 		$2.59M Sell
4,523
-250
-5% -$139K 0.42% 42
2025
Q3 		$2.28M Buy
4,773
+744
+18% +$318K 0.38% 51
2025
Q2 		$1.56M Sell
4,029
-1,285
-24% -$428K 0.29% 77
2025
Q1 		$1.75M Buy
5,314
+1,703
+47% +$607K 0.35% 69
2024
Q4 		$1.31M Buy
3,611
+2,250
+165% +$873K 0.25% 96
2024
Q3 		$535K Sell
1,361
-2,148
-61% -$742K 0.28% 79
2024
Q2 		$1.17M Buy
+3,509
New +$1.22M 0.24% 103
2023
Q4 		$682K Buy
2,307
+370
+19% +$96K 0.17% 143
2023
Q3 		$529K Sell
1,937
-22
-1% -$5.97K 0.15% 162
2023
Q2 		$482K Buy
+1,959
New +$437K 0.14% 182
2021
Q3 		– Sell
-2,119
Closed -$461K – 240
2021
Q2 		$461K Sell
2,119
-640
-23% -$148K 0.18% 133
2021
Q1 		$640K Buy
2,759
+1,446
+110% +$299K 0.37% 77
2020
Q4 		$238K Buy
+1,313
New +$223K 0.16% 143

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Golden State Equity Partners's CAT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Caterpillar (CAT) stake by 100% in Q2 2026, selling an estimated $7.06M and leaving 16 shares worth $17K. The position accounts for 0.05% of the portfolio, ranked #189.

Golden State Equity Partners first reported a position in CAT in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.71M in Q1 2026. 2,240 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Golden State Equity Partners held 16 shares of Caterpillar worth $17K as of Q2 2026.
  • Golden State Equity Partners sold 8,038 Caterpillar shares in Q2 2026, an estimated $7.06M.
  • Caterpillar made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #189 holding.
  • Golden State Equity Partners first reported a position in Caterpillar in Q4 2020 and has held it in 15 quarters since.
  • Golden State Equity Partners's Caterpillar position peaked at $5.71M in Q1 2026.
  • 2,240 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.