High Note Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
High Note Wealth's CAT Position: Q2 2026 in Review
High Note Wealth increased its Caterpillar (CAT) stake by 0.96% in Q2 2026, buying an estimated $1.76K and bringing the position to 211 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #116.
High Note Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- High Note Wealth held 211 shares of Caterpillar worth $225K as of Q2 2026.
- High Note Wealth bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
- Caterpillar made up 0.04% of High Note Wealth's portfolio in Q2 2026, its #116 holding.
- High Note Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.