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Opal Wealth Advisors’s Caterpillar CAT Stock Holding History

Opal 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 		$1.79M Sell
1,681
-61
-4% -$53.6K 0.39% 30
2026
Q1 		$1.23M Sell
1,742
-18
-1% -$12.5K 0.28% 34
2025
Q4 		$1.01M Buy
1,760
+5
+0.3% +$2.78K 0.26% 47
2025
Q3 		$838K Sell
1,755
-130
-7% -$55.5K 0.23% 53
2025
Q2 		$732K Buy
1,885
+180
+11% +$60K 0.2% 61
2025
Q1 		$562K Sell
1,705
-66
-4% -$23.5K 0.17% 70
2024
Q4 		$643K Buy
1,771
+115
+7% +$44.6K 0.19% 74
2024
Q3 		$648K Sell
1,656
-44
-3% -$15.2K 0.2% 64
2024
Q2 		$566K Sell
1,700
-430
-20% -$149K 0.18% 72
2024
Q1 		$781K Sell
2,130
-360
-14% -$115K 0.26% 53
2023
Q4 		$736K Buy
2,490
+29
+1% +$7.52K 0.29% 58
2023
Q3 		$672K Buy
2,461
+102
+4% +$27.7K 0.39% 42
2023
Q2 		$580K Buy
+2,359
New +$526K 0.29% 44

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

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

Opal Wealth Advisors reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $53.6K and leaving 1,681 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #30.

Opal Wealth Advisors first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Opal Wealth Advisors held 1,681 shares of Caterpillar worth $1.79M as of Q2 2026.
  • Opal Wealth Advisors sold 61 Caterpillar shares in Q2 2026, an estimated $53.6K.
  • Caterpillar made up 0.39% of Opal Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Opal Wealth Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.