HGWM
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Horst & Graben Wealth Management’s Caterpillar CAT Stock Holding History

Horst & Graben 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 		$1.93M Buy
1,951
+1
+0.1% +$878 0.25% 60
2026
Q1 		$1.62M Buy
1,950
+29
+2% +$20.1K 0.22% 65
2025
Q4 		$1.1M Buy
1,921
+4
+0.2% +$2.22K 0.17% 75
2025
Q3 		$915K Sell
1,917
-17
-0.9% -$7.26K 0.14% 83
2025
Q2 		$751K Sell
1,934
-8
-0.4% -$2.67K 0.12% 87
2025
Q1 		$640K Buy
1,942
+18
+0.9% +$6.41K 0.11% 86
2024
Q4 		$698K Buy
1,924
+50
+3% +$19.4K 0.12% 76
2024
Q3 		$733K Buy
1,874
+4
+0.2% +$1.38K 0.13% 67
2024
Q2 		$623K Buy
1,870
+4
+0.2% +$1.39K 0.12% 75
2024
Q1 		$684K Buy
1,866
+4
+0.2% +$1.28K 0.14% 69
2023
Q4 		$550K Buy
1,862
+6
+0.3% +$1.56K 0.12% 76
2023
Q3 		$507K Buy
1,856
+5
+0.3% +$1.36K 0.12% 73
2023
Q2 		$455K Buy
1,851
+10
+0.5% +$2.23K 0.11% 77
2023
Q1 		$421K Buy
1,841
+9
+0.5% +$2.18K 0.1% 81
2022
Q4 		$439K Buy
1,832
+9
+0.5% +$1.96K 0.11% 83
2022
Q3 		$299K Buy
1,823
+11
+0.6% +$2.01K 0.08% 97
2022
Q2 		$324K Buy
1,812
+10
+0.6% +$2.11K 0.09% 97
2022
Q1 		$402K Buy
1,802
+10
+0.6% +$2.1K 0.1% 91
2021
Q4 		$370K Buy
1,792
+10
+0.6% +$2.01K 0.09% 96
2021
Q3 		$342K Buy
1,782
+7
+0.4% +$1.46K 0.09% 101
2021
Q2 		$386K Buy
1,775
+5
+0.3% +$1.16K 0.11% 94
2021
Q1 		$410K Buy
1,770
+7
+0.4% +$1.45K 0.13% 88
2020
Q4 		$321K Buy
1,763
+7
+0.4% +$1.19K 0.11% 91
2020
Q3 		$262K Buy
+1,756
New +$247K 0.1% 95

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

Horst & Graben Wealth Management's CAT Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Caterpillar (CAT) stake by 0.05% in Q2 2026, buying an estimated $878 and bringing the position to 1,951 shares worth $1.93M. The position accounts for 0.25% of the portfolio, ranked #60.

Horst & Graben Wealth Management first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Horst & Graben Wealth Management held 1,951 shares of Caterpillar worth $1.93M as of Q2 2026.
  • Horst & Graben Wealth Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.25% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Horst & Graben Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.