Kerntke Otto McGlone Wealth Management Group’s Caterpillar CAT Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$647K	Sell	608 -4	-0.7%	-$3.51K	0.39%	47
2026 Q1	$433K	Sell	612 -5	-0.8%	-$3.46K	0.3%	53
2025 Q4	$354K	Sell	617 -68	-10%	-$37.8K	0.25%	56
2025 Q3	$327K	Sell	685 -2	-0.3%	-$854	0.25%	57
2025 Q2	$267K	Buy	687 +6	+0.9%	+$2K	0.21%	71
2025 Q1	$225K	Buy	681 +17	+3%	+$6.05K	0.2%	74
2024 Q4	$241K	Buy	664 +1	+0.2%	+$388	0.18%	73
2024 Q3	$259K	Sell	663 -9	-1%	-$3.11K	0.22%	67
2024 Q2	$224K	Buy	672 +1	+0.1%	+$347	0.21%	67
2024 Q1	$246K	Sell	671 -13	-2%	-$4.16K	0.24%	59
2023 Q4	$202K	Buy	+684	New	+$177K	0.2%	64
2021 Q3	–	Sell	-1,006	Closed	-$219K	–	52
2021 Q2	$219K	Buy	+1,006	New	+$232K	0.09%	119

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

Kerntke Otto McGlone Wealth Management Group's CAT Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Caterpillar (CAT) stake by 0.65% in Q2 2026, selling an estimated $3.51K and leaving 608 shares worth $647K. The position accounts for 0.39% of the portfolio, ranked #47.

Kerntke Otto McGlone Wealth Management Group first reported a position in CAT in Q2 2021 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 608 shares of Caterpillar worth $647K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.39% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #47 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Caterpillar in Q2 2021 and has held it in 12 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.