Good Steward Wealth Advisors’s Caterpillar CAT Stock Holding History

Good Steward Wealth Advisors’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	$676K	Sell	635 -267	-30%	-$235K	0.41%	32
2026 Q1	$639K	Sell	902 -70	-7%	-$48.5K	0.41%	34
2025 Q4	$557K	Sell	972 -45	-4%	-$25K	0.37%	33
2025 Q3	$485K	Buy	1,017 +4	+0.4%	+$1.71K	0.34%	34
2025 Q2	$393K	Buy	1,013 +5	+0.5%	+$1.67K	0.31%	53
2025 Q1	$332K	Buy	+1,008	New	+$359K	0.3%	85

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Good Steward Wealth Advisors's CAT Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Caterpillar (CAT) stake by 30% in Q2 2026, selling an estimated $235K and leaving 635 shares worth $676K. The position accounts for 0.41% of the portfolio, ranked #32.

Good Steward Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Good Steward Wealth Advisors held 635 shares of Caterpillar worth $676K as of Q2 2026.
Good Steward Wealth Advisors sold 267 Caterpillar shares in Q2 2026, an estimated $235K.
Caterpillar made up 0.41% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Good Steward Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.