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Meridian Wealth Partners’s Caterpillar CAT Stock Holding History

Meridian 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 		$418K Buy
393
+7
+2% +$6.15K 0.05% 81
2026
Q1 		$273K Buy
386
+12
+3% +$8.31K 0.04% 92
2025
Q4 		$214K Buy
+374
New +$208K 0.03% 108
2021
Q2 		– Sell
-134
Closed -$31K – 282
2021
Q1 		$31K Buy
134
+14
+12% +$2.9K 0.01% 211
2020
Q4 		$22K Buy
+120
New +$20.4K 0.01% 211

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 Partners's CAT Position: Q2 2026 in Review

Meridian Wealth Partners increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $6.15K and bringing the position to 393 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #81.

Meridian Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meridian Wealth Partners held 393 shares of Caterpillar worth $418K as of Q2 2026.
  • Meridian Wealth Partners bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.05% of Meridian Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Meridian Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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