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Perfromance Wealth Partners’s Caterpillar CAT Stock Holding History

Perfromance 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 		$4.65M Buy
4,362
+1,927
+79% +$1.69M 0.12% 42
2026
Q1 		$1.73M Buy
2,435
+162
+7% +$112K 0.05% 67
2025
Q4 		$1.3M Sell
2,273
-1,322
-37% -$735K 0.04% 69
2025
Q3 		$1.72M Buy
3,595
+14
+0.4% +$5.98K 0.05% 56
2025
Q2 		$1.39M Buy
3,581
+190
+6% +$63.3K 0.04% 59
2025
Q1 		$1.12M Sell
3,391
-135
-4% -$48.1K 0.04% 57
2024
Q4 		$1.28M Sell
3,526
-21
-0.6% -$8.14K 0.04% 58
2024
Q3 		$1.39M Buy
3,547
+122
+4% +$42.1K 0.05% 54
2024
Q2 		$1.14M Sell
3,425
-16,075
-82% -$5.57M 0.04% 57
2024
Q1 		$7.15M Buy
19,500
+804
+4% +$257K 0.3% 25
2023
Q4 		$5.53M Sell
18,696
-1,482
-7% -$384K 0.24% 32
2023
Q3 		$5.51M Buy
20,178
+2,387
+13% +$648K 0.27% 34
2023
Q2 		$4.36M Buy
17,791
+3,209
+22% +$715K 0.2% 39
2023
Q1 		$3.34M Buy
14,582
+3,937
+37% +$952K 0.17% 45
2022
Q4 		$2.55M Buy
10,645
+322
+3% +$70.1K 0.15% 47
2022
Q3 		$1.69M Buy
10,323
+820
+9% +$150K 0.1% 52
2022
Q2 		$1.7M Buy
9,503
+399
+4% +$84.1K 0.1% 53
2022
Q1 		$2.03M Buy
9,104
+1,645
+22% +$345K 0.09% 53
2021
Q4 		$1.54M Buy
+7,459
New +$1.5M 0.06% 64

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

Perfromance Wealth Partners's CAT Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Caterpillar (CAT) stake by 79% in Q2 2026, buying an estimated $1.69M and bringing the position to 4,362 shares worth $4.65M. The position accounts for 0.12% of the portfolio, ranked #42.

Perfromance Wealth Partners first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.15M in Q1 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Perfromance Wealth Partners held 4,362 shares of Caterpillar worth $4.65M as of Q2 2026.
  • Perfromance Wealth Partners bought 1,927 Caterpillar shares in Q2 2026, an estimated $1.69M.
  • Caterpillar made up 0.12% of Perfromance Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Perfromance Wealth Partners first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Caterpillar position peaked at $7.15M in Q1 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.