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Greenup Street Wealth Management’s Caterpillar CAT Stock Holding History

Greenup Street Wealth 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 		$219K Buy
+206
New +$181K 0.03% 135
2025
Q1 		– Sell
-1,099
Closed -$399K – 101
2024
Q4 		$399K Buy
1,099
+3
+0.3% +$1.16K 0.08% 70
2024
Q3 		$429K Buy
1,096
+18
+2% +$6.22K 0.09% 68
2024
Q2 		$359K Buy
1,078
+78
+8% +$27K 0.08% 68
2024
Q1 		$366K Sell
1,000
-238
-19% -$76.1K 0.09% 66
2023
Q4 		$366K Hold
1,238
– – 0.1% 65
2023
Q3 		$338K Buy
+1,238
New +$336K 0.11% 70

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

Greenup Street Wealth Management's CAT Position: Q2 2026 in Review

Greenup Street Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 206 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Greenup Street Wealth Management previously reported a position in CAT as recently as Q4 2024.

Greenup Street Wealth Management first reported a position in CAT in Q3 2023 and has held it in 7 quarters since. The position peaked at $429K in Q3 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Greenup Street Wealth Management held 206 shares of Caterpillar worth $219K as of Q2 2026.
  • Caterpillar was a new Greenup Street Wealth Management position in Q2 2026.
  • Caterpillar made up 0.03% of Greenup Street Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Greenup Street Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 7 quarters since.
  • Greenup Street Wealth Management's Caterpillar position peaked at $429K in Q3 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.