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HORAN Wealth’s Caterpillar CAT Stock Holding History

HORAN Wealth’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 		$1.63M Sell
1,535
-1,275
-45% -$1.12M 0.2% 72
2026
Q1 		$1.89M Buy
2,810
+1,405
+100% +$973K 0.18% 75
2025
Q4 		$805K Buy
1,405
+382
+37% +$212K 0.12% 97
2025
Q3 		$488K Hold
1,023
– – 0.08% 133
2025
Q2 		$397K Buy
+1,023
New +$341K 0.12% 88

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

HORAN Wealth's CAT Position: Q2 2026 in Review

HORAN Wealth reduced its Caterpillar (CAT) stake by 45% in Q2 2026, selling an estimated $1.12M and leaving 1,535 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #72.

HORAN Wealth first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HORAN Wealth held 1,535 shares of Caterpillar worth $1.63M as of Q2 2026.
  • HORAN Wealth sold 1,275 Caterpillar shares in Q2 2026, an estimated $1.12M.
  • Caterpillar made up 0.2% of HORAN Wealth's portfolio in Q2 2026, its #72 holding.
  • HORAN Wealth first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Caterpillar position peaked at $1.89M in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.