Precedent Wealth Partners’s Caterpillar CAT Stock Holding History

Precedent 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	$5.19M	Buy	4,871 +420	+9%	+$369K	0.86%	27
2026 Q1	$3.15M	Buy	4,451 +39	+0.9%	+$27K	0.63%	51
2025 Q4	$2.53M	Sell	4,412 -58	-1%	-$32.2K	0.53%	61
2025 Q3	$2.13M	Buy	4,470 +334	+8%	+$143K	0.47%	67
2025 Q2	$1.61M	Buy	+4,136	New	+$1.38M	0.39%	76

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Precedent Wealth Partners increased its Caterpillar (CAT) stake by 9.4% in Q2 2026, buying an estimated $369K and bringing the position to 4,871 shares worth $5.19M. The position accounts for 0.86% of the portfolio, ranked #27.

Precedent Wealth Partners first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Precedent Wealth Partners held 4,871 shares of Caterpillar worth $5.19M as of Q2 2026.
Precedent Wealth Partners bought 420 Caterpillar shares in Q2 2026, an estimated $369K.
Caterpillar made up 0.86% of Precedent Wealth Partners's portfolio in Q2 2026, its #27 holding.
Precedent Wealth Partners first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.