Greenline Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Greenline Wealth Management's CAT Position: Q2 2026 in Review
Greenline Wealth Management increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $72K and bringing the position to 555 shares worth $591K. The position accounts for 0.49% of the portfolio, ranked #56.
Greenline Wealth Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Greenline Wealth Management held 555 shares of Caterpillar worth $591K as of Q2 2026.
- Greenline Wealth Management bought 82 Caterpillar shares in Q2 2026, an estimated $72K.
- Caterpillar made up 0.49% of Greenline Wealth Management's portfolio in Q2 2026, its #56 holding.
- Greenline Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.