MWPCG
CAT icon

Measured Wealth Private Client Group’s Caterpillar CAT Stock Holding History

Measured Wealth Private Client 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 		$152K Buy
143
+10
+8% +$8.79K 0.04% 224
2026
Q1 		$94.3K Sell
133
-306
-70% -$212K 0.03% 237
2025
Q4 		$252K Sell
439
-48
-10% -$26.7K 0.07% 159
2025
Q3 		$232K Sell
487
-365
-43% -$156K 0.06% 159
2025
Q2 		$331K Sell
852
-464
-35% -$155K 0.1% 134
2025
Q1 		$434K Sell
1,316
-1,176
-47% -$419K 0.14% 101
2024
Q4 		$904K Sell
2,492
-20
-0.8% -$7.76K 0.29% 46
2024
Q3 		$982K Sell
2,512
-163
-6% -$56.3K 0.33% 43
2024
Q2 		$891K Buy
2,675
+570
+27% +$198K 0.31% 45
2024
Q1 		$771K Buy
2,105
+943
+81% +$301K 0.27% 61
2023
Q4 		$344K Buy
1,162
+42
+4% +$10.9K 0.13% 118
2023
Q3 		$306K Buy
1,120
+83
+8% +$22.5K 0.12% 121
2023
Q2 		$255K Buy
1,037
+115
+12% +$25.6K 0.1% 154
2023
Q1 		$211K Buy
+922
New +$223K 0.08% 168
2018
Q4 		– Sell
-1,475
Closed -$224K – 189
2018
Q3 		$224K Buy
+1,475
New +$209K 0.13% 133

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

Measured Wealth Private Client Group's CAT Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Caterpillar (CAT) stake by 7.5% in Q2 2026, buying an estimated $8.79K and bringing the position to 143 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #224.

Measured Wealth Private Client Group first reported a position in CAT in Q3 2018 and has held it in 15 quarters since. The position peaked at $982K in Q3 2024. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Measured Wealth Private Client Group held 143 shares of Caterpillar worth $152K as of Q2 2026.
  • Measured Wealth Private Client Group bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #224 holding.
  • Measured Wealth Private Client Group first reported a position in Caterpillar in Q3 2018 and has held it in 15 quarters since.
  • Measured Wealth Private Client Group's Caterpillar position peaked at $982K in Q3 2024.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.