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Independent Solutions Wealth Management’s Caterpillar CAT Stock Holding History

Independent Solutions 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 		$1.19M Sell
1,119
-100
-8% -$87.8K 0.16% 120
2026
Q1 		$864K Buy
1,219
+661
+118% +$458K 0.13% 121
2025
Q4 		$320K Sell
558
-2
-0.4% -$1.11K 0.06% 146
2025
Q3 		$267K Buy
+560
New +$239K 0.05% 157
2024
Q3 		– Sell
-727
Closed -$242K – 167
2024
Q2 		$242K Hold
727
– – 0.06% 153
2024
Q1 		$266K Buy
727
+30
+4% +$9.59K 0.06% 150
2023
Q4 		$206K Buy
+697
New +$181K 0.05% 160
2022
Q4 		– Sell
-2,270
Closed -$372K – 214
2022
Q3 		$372K Buy
+2,270
New +$415K 0.12% 140
2022
Q1 		– Sell
-1,864
Closed -$385K – 218
2021
Q4 		$385K Buy
+1,864
New +$375K 0.09% 158
2021
Q2 		– Sell
-1,514
Closed -$351K – 207
2021
Q1 		$351K Sell
1,514
-107
-7% -$22.2K 0.1% 142
2020
Q4 		$295K Sell
1,621
-20
-1% -$3.39K 0.09% 149
2020
Q3 		$245K Sell
1,641
-20
-1% -$2.81K 0.09% 147
2020
Q2 		$210K Buy
+1,661
New +$197K 0.09% 146
2020
Q1 		– Sell
-1,706
Closed -$252K – 130
2019
Q4 		$252K Buy
+1,706
New +$238K 0.11% 139

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

Independent Solutions Wealth Management's CAT Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Caterpillar (CAT) stake by 8.2% in Q2 2026, selling an estimated $87.8K and leaving 1,119 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #120.

Independent Solutions Wealth Management first reported a position in CAT in Q4 2019 and has held it in 14 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Independent Solutions Wealth Management held 1,119 shares of Caterpillar worth $1.19M as of Q2 2026.
  • Independent Solutions Wealth Management sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.16% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Independent Solutions Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 14 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.