Inlet Private Wealth’s Caterpillar CAT Stock Holding History

Inlet Private 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	$374K	Hold	352	–	–	0.09%	114
2026 Q1	$249K	Hold	352	–	–	0.06%	119
2025 Q4	$201K	Buy	+352	New	+$196K	0.05%	129

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Inlet Private Wealth's CAT Position: Q2 2026 in Review

Inlet Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 352 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #114.

Inlet Private Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Inlet Private Wealth held 352 shares of Caterpillar worth $374K as of Q2 2026.
Inlet Private Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of Inlet Private Wealth's portfolio in Q2 2026, its #114 holding.
Inlet Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.