High Net Worth Advisory Group’s Caterpillar CAT Stock Holding History

High Net Worth Advisory Group’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	$2.7M	Sell	2,538 -134	-5%	-$118K	0.57%	45
2026 Q1	$1.89M	Sell	2,672 -156	-6%	-$108K	0.44%	57
2025 Q4	$1.62M	Sell	2,828 -74	-3%	-$41.1K	0.37%	64
2025 Q3	$1.39M	Sell	2,902 -24	-0.8%	-$10.2K	0.33%	68
2025 Q2	$1.14M	Sell	2,926 -50	-2%	-$16.7K	0.3%	73
2025 Q1	$982K	Sell	2,976 -162	-5%	-$57.7K	0.28%	86
2024 Q4	$1.14M	Sell	3,138 -764	-20%	-$296K	0.32%	71
2024 Q3	$1.53M	Hold	3,902	–	–	0.42%	60
2024 Q2	$1.3M	Buy	3,902 +285	+8%	+$98.8K	0.39%	59
2024 Q1	$1.33M	Buy	3,617 +240	+7%	+$76.7K	0.42%	58
2023 Q4	$998K	Sell	3,377 -219	-6%	-$56.8K	0.37%	66
2023 Q3	$982K	Sell	3,596 -110	-3%	-$29.8K	0.39%	65
2023 Q2	$912K	Sell	3,706 -359	-9%	-$80K	0.35%	71
2023 Q1	$930K	Sell	4,065 -147	-3%	-$35.5K	0.38%	69
2022 Q4	$1.01M	Sell	4,212 -160	-4%	-$34.8K	0.39%	62
2022 Q3	$717K	Hold	4,372	–	–	0.31%	80
2022 Q2	$782K	Sell	4,372 -245	-5%	-$51.6K	0.32%	75
2022 Q1	$1.03M	Buy	4,617 +500	+12%	+$105K	0.37%	64
2021 Q4	$851K	Buy	+4,117	New	+$829K	0.3%	70

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

High Net Worth Advisory Group's CAT Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $118K and leaving 2,538 shares worth $2.7M. The position accounts for 0.57% of the portfolio, ranked #45.

High Net Worth Advisory Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

High Net Worth Advisory Group held 2,538 shares of Caterpillar worth $2.7M as of Q2 2026.
High Net Worth Advisory Group sold 134 Caterpillar shares in Q2 2026, an estimated $118K.
Caterpillar made up 0.57% of High Net Worth Advisory Group's portfolio in Q2 2026, its #45 holding.
High Net Worth Advisory Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.