Impact Partnership Wealth’s Caterpillar CAT Stock Holding History

Impact Partnership 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	$722K	Buy	678 +63	+10%	+$55.3K	0.07%	190
2026 Q1	$436K	Sell	615 -31	-5%	-$21.5K	0.05%	221
2025 Q4	$370K	Buy	646 +19	+3%	+$10.6K	0.05%	248
2025 Q3	$299K	Buy	627 +111	+22%	+$47.4K	0.04%	239
2025 Q2	$200K	Buy	+516	New	+$172K	0.04%	277
2024 Q3	–	Sell	-2,143	Closed	-$714K	–	246
2024 Q2	$714K	Buy	2,143 +1,742	+434%	+$604K	0.19%	72
2024 Q1	$147K	Sell	401 -1,283	-76%	-$410K	0.06%	216
2023 Q4	$498K	Buy	1,684 +1,046	+164%	+$271K	0.18%	81
2023 Q3	$174K	Buy	638 +337	+112%	+$91.4K	0.05%	200
2023 Q2	$74.1K	Buy	+301	New	+$67.1K	0.03%	227

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

Impact Partnership Wealth's CAT Position: Q2 2026 in Review

Impact Partnership Wealth increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $55.3K and bringing the position to 678 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #190.

Impact Partnership Wealth first reported a position in CAT in Q2 2023 and has held it in 10 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Impact Partnership Wealth held 678 shares of Caterpillar worth $722K as of Q2 2026.
Impact Partnership Wealth bought 63 Caterpillar shares in Q2 2026, an estimated $55.3K.
Caterpillar made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #190 holding.
Impact Partnership Wealth first reported a position in Caterpillar in Q2 2023 and has held it in 10 quarters since.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.