Meadow Creek Wealth Advisors’s Caterpillar CAT Stock Holding History

Meadow Creek Wealth Advisors’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	$1.68M	Buy	1,573 +164	+12%	+$144K	1.02%	23
2026 Q1	$998K	Sell	1,409 -85	-6%	-$58.9K	0.65%	35
2025 Q4	$856K	Sell	1,494 -9	-0.6%	-$5K	0.55%	38
2025 Q3	$813K	Sell	1,503 -70	-4%	-$29.9K	0.54%	39
2025 Q2	$611K	Sell	1,573 -35	-2%	-$11.7K	0.41%	53
2025 Q1	$530K	Buy	1,608 +5	+0.3%	+$1.78K	0.4%	56
2024 Q4	$582K	Buy	1,603 +5	+0.3%	+$1.94K	0.42%	49
2024 Q3	$625K	Sell	1,598 -15	-0.9%	-$5.18K	0.5%	44
2024 Q2	$537K	Sell	1,613 -31	-2%	-$10.7K	0.51%	47
2024 Q1	$602K	Sell	1,644 -55	-3%	-$17.6K	0.42%	54
2023 Q4	$502K	Buy	+1,699	New	+$441K	0.49%	48
2022 Q3	$303K	Hold	1,845	–	–	0.4%	65
2022 Q2	$330K	Hold	1,845	–	–	0.41%	66
2022 Q1	$411K	Sell	1,845 -975	-35%	-$204K	0.45%	65
2021 Q4	$583K	Buy	+2,820	New	+$568K	0.55%	39
2019 Q4	$227K	Buy	+1,534	New	+$214K	0.31%	84

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

Meadow Creek Wealth Advisors's CAT Position: Q2 2026 in Review

Meadow Creek Wealth Advisors increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 1,573 shares worth $1.68M. The position accounts for 1.02% of the portfolio, ranked #23.

Meadow Creek Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 16 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Meadow Creek Wealth Advisors held 1,573 shares of Caterpillar worth $1.68M as of Q2 2026.
Meadow Creek Wealth Advisors bought 164 Caterpillar shares in Q2 2026, an estimated $144K.
Caterpillar made up 1.02% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Meadow Creek Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 16 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.