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Palumbo Wealth Management’s Caterpillar CAT Stock Holding History

Palumbo 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 		$2.88M Buy
2,706
+37
+1% +$32.5K 0.6% 36
2026
Q1 		$1.89M Buy
2,669
+1
+0% +$693 0.46% 46
2025
Q4 		$1.53M Buy
2,668
+3
+0.1% +$1.67K 0.38% 51
2025
Q3 		$1.23M Buy
2,665
+48
+2% +$20.5K 0.39% 52
2025
Q2 		$1.02M Buy
2,617
+2
+0.1% +$667 0.31% 65
2025
Q1 		$863K Buy
2,615
+61
+2% +$21.7K 0.29% 64
2024
Q4 		$926K Sell
2,554
-3
-0.1% -$1.16K 0.35% 59
2024
Q3 		$1M Sell
2,557
-22
-0.9% -$7.6K 0.39% 57
2024
Q2 		$859K Buy
2,579
+9
+0.4% +$3.12K 0.36% 60
2024
Q1 		$942K Sell
2,570
-61
-2% -$19.5K 0.42% 56
2023
Q4 		$778K Sell
2,631
-10
-0.4% -$2.59K 0.4% 57
2023
Q3 		$721K Sell
2,641
-2
-0.1% -$543 0.4% 55
2023
Q2 		$650K Sell
2,643
-3,657
-58% -$815K 0.4% 50
2023
Q1 		$1.44M Buy
6,300
+177
+3% +$42.8K 0.96% 20
2022
Q4 		$1.47M Buy
6,123
+150
+3% +$32.7K 1.17% 17
2022
Q3 		$980K Buy
5,973
+152
+3% +$27.8K 0.83% 28
2022
Q2 		$1.04M Buy
5,821
+33
+0.6% +$6.95K 0.83% 25
2022
Q1 		$1.29M Buy
5,788
+80
+1% +$16.8K 0.83% 24
2021
Q4 		$1.18M Buy
5,708
+334
+6% +$67.3K 0.74% 24
2021
Q3 		$1.03M Sell
5,374
-582
-10% -$121K 0.68% 23
2021
Q2 		$1.3M Buy
5,956
+203
+4% +$46.9K 0.87% 21
2021
Q1 		$1.33M Buy
5,753
+263
+5% +$54.4K 1.01% 17
2020
Q4 		$999K Buy
+5,490
New +$931K 0.81% 21

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

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

Palumbo Wealth Management increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,706 shares worth $2.88M. The position accounts for 0.6% of the portfolio, ranked #36.

Palumbo Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Palumbo Wealth Management held 2,706 shares of Caterpillar worth $2.88M as of Q2 2026.
  • Palumbo Wealth Management bought 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 0.6% of Palumbo Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Palumbo Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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