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Marion Wealth Management’s Caterpillar CAT Stock Holding History

Marion 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 		$1.97M Buy
1,847
+3
+0.2% +$2.63K 0.4% 57
2026
Q1 		$1.31M Buy
1,844
+2
+0.1% +$1.39K 0.29% 75
2025
Q4 		$1.15M Sell
1,842
-337
-15% -$187K 0.26% 76
2025
Q3 		$1.04M Buy
2,179
+5
+0.2% +$2.13K 0.25% 77
2025
Q2 		$844K Buy
2,174
+6
+0.3% +$2K 0.21% 79
2025
Q1 		$715K Buy
2,168
+5
+0.2% +$1.78K 0.19% 81
2024
Q4 		$785K Buy
2,163
+7
+0.3% +$2.71K 0.21% 79
2024
Q3 		$843K Buy
2,156
+7
+0.3% +$2.42K 0.22% 79
2024
Q2 		$716K Buy
2,149
+6
+0.3% +$2.08K 0.21% 82
2024
Q1 		$785K Sell
2,143
-96
-4% -$30.7K 0.23% 81
2023
Q4 		$662K Sell
2,239
-91
-4% -$23.6K 0.21% 77
2023
Q3 		$636K Buy
2,330
+9
+0.4% +$2.44K 0.22% 75
2023
Q2 		$571K Buy
2,321
+10
+0.4% +$2.23K 0.2% 78
2023
Q1 		$529K Buy
2,311
+8
+0.3% +$1.93K 0.2% 81
2022
Q4 		$552K Buy
2,303
+59
+3% +$12.8K 0.23% 75
2022
Q3 		$368K Buy
2,244
+11
+0.5% +$2.01K 0.19% 83
2022
Q2 		$399K Buy
2,233
+469
+27% +$98.8K 0.21% 83
2022
Q1 		$393K Buy
1,764
+9
+0.5% +$1.89K 0.19% 80
2021
Q4 		$363K Buy
+1,755
New +$353K 0.17% 83

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

Marion Wealth Management's CAT Position: Q2 2026 in Review

Marion Wealth Management increased its Caterpillar (CAT) stake by 0.16% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,847 shares worth $1.97M. The position accounts for 0.4% of the portfolio, ranked #57.

Marion Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Marion Wealth Management held 1,847 shares of Caterpillar worth $1.97M as of Q2 2026.
  • Marion Wealth Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.4% of Marion Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Marion Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.