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Meridian Wealth Advisors’s Caterpillar CAT Stock Holding History

Meridian 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 		$1.23M Buy
1,157
+75
+7% +$65.9K 0.14% 90
2026
Q1 		$766K Buy
1,082
+14
+1% +$9.7K 0.1% 110
2025
Q4 		$612K Sell
1,068
-1,330
-55% -$739K 0.08% 122
2025
Q3 		$1.14M Buy
2,398
+1,335
+126% +$570K 0.16% 80
2025
Q2 		$413K Hold
1,063
– – 0.07% 132
2025
Q1 		$351K Buy
1,063
+1
+0.1% +$356 0.06% 134
2024
Q4 		$385K Sell
1,062
-4
-0.4% -$1.55K 0.06% 130
2024
Q3 		$417K Buy
1,066
+107
+11% +$37K 0.07% 131
2024
Q2 		$319K Sell
959
-57
-6% -$19.8K 0.06% 141
2024
Q1 		$372K Buy
1,016
+24
+2% +$7.67K 0.07% 132
2023
Q4 		$293K Sell
992
-9
-0.9% -$2.33K 0.06% 148
2023
Q3 		$273K Buy
1,001
+9
+0.9% +$2.44K 0.07% 151
2023
Q2 		$244K Hold
992
– – 0.06% 161
2023
Q1 		$227K Hold
992
– – 0.06% 170
2022
Q4 		$238K Buy
+992
New +$216K 0.06% 168
2022
Q3 		– Sell
-1,202
Closed -$215K – 188
2022
Q2 		$215K Sell
1,202
-10
-0.8% -$2.11K 0.06% 179
2022
Q1 		$270K Buy
1,212
+150
+14% +$31.5K 0.06% 181
2021
Q4 		$220K Sell
1,062
-132
-11% -$26.6K 0.05% 183
2021
Q3 		$229K Buy
1,194
+70
+6% +$14.6K 0.06% 177
2021
Q2 		$245K Sell
1,124
-31
-3% -$7.16K 0.07% 175
2021
Q1 		$268K Buy
+1,155
New +$239K 0.09% 146
2019
Q1 		– Sell
-1,265
Closed -$161K – 166
2018
Q4 		$161K Buy
+1,265
New +$165K 0.12% 134

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

Meridian Wealth Advisors's CAT Position: Q2 2026 in Review

Meridian Wealth Advisors increased its Caterpillar (CAT) stake by 6.9% in Q2 2026, buying an estimated $65.9K and bringing the position to 1,157 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #90.

Meridian Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 22 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meridian Wealth Advisors held 1,157 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Meridian Wealth Advisors bought 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
  • Caterpillar made up 0.14% of Meridian Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Meridian Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 22 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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