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Madison Wealth Partners’s Caterpillar CAT Stock Holding History

Madison Wealth Partners’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 		$1.66M Buy
1,558
+272
+21% +$239K 0.21% 58
2026
Q1 		$911K Buy
1,286
+370
+40% +$256K 0.15% 71
2025
Q4 		$525K Buy
916
+53
+6% +$29.5K 0.1% 94
2025
Q3 		$412K Hold
863
– – 0.08% 100
2025
Q2 		$335K Hold
863
– – 0.07% 117
2025
Q1 		$285K Sell
863
-25
-3% -$8.9K 0.07% 119
2024
Q4 		$322K Hold
888
– – 0.09% 112
2024
Q3 		$347K Hold
888
– – 0.1% 102
2024
Q2 		$296K Hold
888
– – 0.1% 98
2024
Q1 		$325K Sell
888
-40
-4% -$12.8K 0.12% 88
2023
Q4 		$274K Buy
928
+195
+27% +$50.6K 0.11% 96
2023
Q3 		$200K Buy
+733
New +$199K 0.1% 94

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Madison Wealth Partners's CAT Position: Q2 2026 in Review

Madison Wealth Partners increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $239K and bringing the position to 1,558 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #58.

Madison Wealth Partners first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Madison Wealth Partners held 1,558 shares of Caterpillar worth $1.66M as of Q2 2026.
  • Madison Wealth Partners bought 272 Caterpillar shares in Q2 2026, an estimated $239K.
  • Caterpillar made up 0.21% of Madison Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Madison Wealth Partners first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.