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Modera Wealth Management’s Caterpillar CAT Stock Holding History

Modera 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 		$7.93M Buy
7,448
+486
+7% +$427K 0.08% 151
2026
Q1 		$4.93M Sell
6,962
-114
-2% -$79K 0.06% 181
2025
Q4 		$4.05M Buy
7,076
+165
+2% +$91.7K 0.05% 205
2025
Q3 		$3.3M Sell
6,911
-40
-0.6% -$17.1K 0.04% 221
2025
Q2 		$2.7M Sell
6,951
-2
-0% -$667 0.03% 234
2025
Q1 		$2.29M Sell
6,953
-171
-2% -$60.9K 0.03% 233
2024
Q4 		$2.58M Buy
7,124
+182
+3% +$70.6K 0.03% 228
2024
Q3 		$2.72M Buy
6,942
+122
+2% +$42.1K 0.03% 208
2024
Q2 		$2.27M Sell
6,820
-186
-3% -$64.5K 0.03% 210
2024
Q1 		$2.57M Buy
7,006
+450
+7% +$144K 0.04% 205
2023
Q4 		$1.94M Sell
6,556
-470
-7% -$122K 0.03% 224
2023
Q3 		$1.92M Sell
7,026
-4,068
-37% -$1.1M 0.04% 218
2023
Q2 		$2.73M Buy
11,094
+7,568
+215% +$1.69M 0.05% 197
2023
Q1 		$807K Buy
3,526
+194
+6% +$46.9K 0.03% 173
2022
Q4 		$798K Sell
3,332
-164
-5% -$35.7K 0.03% 166
2022
Q3 		$574K Sell
3,496
-77
-2% -$14.1K 0.03% 174
2022
Q2 		$639K Sell
3,573
-31
-0.9% -$6.53K 0.03% 177
2022
Q1 		$803K Sell
3,604
-3,300
-48% -$692K 0.04% 170
2021
Q4 		$1.43M Buy
6,904
+5,265
+321% +$1.06M 0.05% 139
2021
Q3 		$315K Buy
1,639
+520
+46% +$108K 0.02% 200
2021
Q2 		$244K Sell
1,119
-9
-0.8% -$2.08K 0.01% 204
2021
Q1 		$262K Sell
1,128
-394
-26% -$81.6K 0.02% 187
2020
Q4 		$277K Buy
+1,522
New +$258K 0.02% 189
2016
Q2 		– Sell
-3,561
Closed -$273K – 105
2016
Q1 		$273K Buy
+3,561
New +$239K 0.1% 87

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Modera Wealth Management increased its Caterpillar (CAT) stake by 7% in Q2 2026, buying an estimated $427K and bringing the position to 7,448 shares worth $7.93M. The position accounts for 0.08% of the portfolio, ranked #151.

Modera Wealth Management first reported a position in CAT in Q1 2016 and has held it in 24 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Modera Wealth Management held 7,448 shares of Caterpillar worth $7.93M as of Q2 2026.
  • Modera Wealth Management bought 486 Caterpillar shares in Q2 2026, an estimated $427K.
  • Caterpillar made up 0.08% of Modera Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Modera Wealth Management first reported a position in Caterpillar in Q1 2016 and has held it in 24 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.