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GSB Wealth Management’s Caterpillar CAT Stock Holding History

GSB 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 		$1.39M Sell
1,304
-26
-2% -$22.8K 0.28% 90
2026
Q1 		$943K Sell
1,330
-250
-16% -$173K 0.21% 107
2025
Q4 		$905K Sell
1,580
-530
-25% -$295K 0.2% 107
2025
Q3 		$1.01M Sell
2,110
-33
-2% -$14.1K 0.23% 106
2025
Q2 		$832K Buy
2,143
+26
+1% +$8.67K 0.2% 111
2025
Q1 		$698K Buy
2,117
+51
+2% +$18.2K 0.18% 116
2024
Q4 		$750K Hold
2,066
– – 0.19% 116
2024
Q3 		$808K Buy
2,066
+1
+0% +$345 0.21% 112
2024
Q2 		$688K Buy
2,065
+1
+0% +$347 0.19% 116
2024
Q1 		$756K Buy
2,064
+1
+0% +$320 0.21% 117
2023
Q4 		$610K Buy
2,063
+1
+0% +$259 0.19% 124
2023
Q3 		$563K Buy
2,062
+16
+0.8% +$4.34K 0.19% 123
2023
Q2 		$503K Buy
2,046
+1,002
+96% +$223K 0.16% 131
2023
Q1 		$239K Sell
1,044
-124
-11% -$30K 0.08% 188
2022
Q4 		$280K Buy
+1,168
New +$254K 0.1% 165
2022
Q3 		– Sell
-1,165
Closed -$208K – 195
2022
Q2 		$208K Buy
1,165
+1
+0.1% +$211 0.07% 200
2022
Q1 		$259K Sell
1,164
-249
-18% -$52.2K 0.08% 196
2021
Q4 		$292K Buy
+1,413
New +$285K 0.08% 189
2021
Q3 		– Sell
-1,810
Closed -$394K – 163
2021
Q2 		$394K Sell
1,810
-100
-5% -$23.1K 0.12% 168
2021
Q1 		$443K Buy
+1,910
New +$395K 0.15% 148
2018
Q4 		– Sell
-2,000
Closed -$305K – 51
2018
Q3 		$305K Buy
+2,000
New +$283K 1.26% 33

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

GSB Wealth Management's CAT Position: Q2 2026 in Review

GSB Wealth Management reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $22.8K and leaving 1,304 shares worth $1.39M. The position accounts for 0.28% of the portfolio, ranked #90.

GSB Wealth Management first reported a position in CAT in Q3 2018 and has held it in 21 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GSB Wealth Management held 1,304 shares of Caterpillar worth $1.39M as of Q2 2026.
  • GSB Wealth Management sold 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
  • Caterpillar made up 0.28% of GSB Wealth Management's portfolio in Q2 2026, its #90 holding.
  • GSB Wealth Management first reported a position in Caterpillar in Q3 2018 and has held it in 21 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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