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Paces Ferry Wealth Advisors’s Caterpillar CAT Stock Holding History

Paces Ferry 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 		$666K Hold
626
– – 0.25% 55
2026
Q1 		$443K Hold
626
– – 0.18% 74
2025
Q4 		$358K Sell
626
-16
-2% -$8.89K 0.15% 86
2025
Q3 		$306K Sell
642
-16
-2% -$6.83K 0.13% 96
2025
Q2 		$255K Sell
658
-27
-4% -$9K 0.12% 99
2025
Q1 		$226K Sell
685
-15
-2% -$5.34K 0.11% 110
2024
Q4 		$254K Sell
700
-21
-3% -$8.14K 0.12% 106
2024
Q3 		$282K Sell
721
-2
-0.3% -$691 0.16% 92
2024
Q2 		$241K Sell
723
-4
-0.6% -$1.39K 0.15% 100
2024
Q1 		$266K Sell
727
-53
-7% -$16.9K 0.17% 93
2023
Q4 		$231K Buy
780
+27
+4% +$7K 0.16% 96
2023
Q3 		$205K Buy
+753
New +$204K 0.16% 98
2023
Q1 		– Sell
-846
Closed -$203K – 113
2022
Q4 		$203K Buy
+846
New +$184K 0.2% 105
2022
Q2 		– Sell
-996
Closed -$222K – 104
2022
Q1 		$222K Buy
+996
New +$209K 0.18% 111
2021
Q4 		– Sell
-1,053
Closed -$202K – 114
2021
Q3 		$202K Sell
1,053
-81
-7% -$16.9K 0.16% 116
2021
Q2 		$247K Buy
1,134
+33
+3% +$7.62K 0.19% 107
2021
Q1 		$255K Buy
1,101
+1
+0.1% +$207 0.22% 97
2020
Q4 		$200K Sell
1,100
-6
-0.5% -$1.02K 0.18% 114
2020
Q3 		$165K Buy
+1,106
New +$155K 0.14% 113

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

Paces Ferry Wealth Advisors's CAT Position: Q2 2026 in Review

Paces Ferry Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 626 shares worth $666K. The position accounts for 0.25% of the portfolio, ranked #55.

Paces Ferry Wealth Advisors first reported a position in CAT in Q3 2020 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Paces Ferry Wealth Advisors held 626 shares of Caterpillar worth $666K as of Q2 2026.
  • Paces Ferry Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.25% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Paces Ferry Wealth Advisors first reported a position in Caterpillar in Q3 2020 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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