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Principle Wealth Partners’s Caterpillar CAT Stock Holding History

Principle 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 		$21.7M Sell
20,342
-709
-3% -$623K 1.07% 17
2026
Q1 		$14.9M Sell
21,051
-682
-3% -$472K 0.85% 25
2025
Q4 		$12.4M Buy
21,733
+324
+2% +$180K 0.7% 32
2025
Q3 		$10.2M Buy
21,409
+169
+0.8% +$72.1K 0.59% 36
2025
Q2 		$8.25M Sell
21,240
-307
-1% -$102K 0.52% 41
2025
Q1 		$7.11M Sell
21,547
-149
-0.7% -$53.1K 0.51% 44
2024
Q4 		$7.87M Sell
21,696
-554
-2% -$215K 0.55% 42
2024
Q3 		$8.7M Sell
22,250
-787
-3% -$272K 0.62% 40
2024
Q2 		$7.67M Sell
23,037
-416
-2% -$144K 0.58% 45
2024
Q1 		$8.59M Sell
23,453
-68
-0.3% -$21.7K 0.67% 35
2023
Q4 		$6.95M Sell
23,521
-58
-0.2% -$15K 0.6% 45
2023
Q3 		$6.44M Sell
23,579
-23
-0.1% -$6.24K 0.65% 40
2023
Q2 		$5.81M Buy
23,602
+207
+0.9% +$46.2K 0.58% 43
2023
Q1 		$5.35M Sell
23,395
-23
-0.1% -$5.56K 0.57% 44
2022
Q4 		$5.61M Sell
23,418
-1,075
-4% -$234K 0.64% 42
2022
Q3 		$4.02M Buy
24,493
+2,763
+13% +$505K 0.38% 50
2022
Q2 		$3.88M Buy
21,730
+801
+4% +$169K 0.47% 51
2022
Q1 		$4.66M Sell
20,929
-403
-2% -$84.5K 0.49% 48
2021
Q4 		$4.41M Buy
21,332
+777
+4% +$156K 0.46% 51
2021
Q3 		$3.95M Buy
20,555
+1,227
+6% +$256K 0.46% 52
2021
Q2 		$4.21M Sell
19,328
-1,853
-9% -$428K 0.48% 47
2021
Q1 		$4.91M Buy
21,181
+521
+3% +$108K 0.57% 35
2020
Q4 		$3.76M Buy
+20,660
New +$3.5M 0.5% 41
2020
Q3 		– Sell
-228
Closed -$29K – 192
2020
Q2 		$29K Buy
+228
New +$27K 0.01% 331

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

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

Principle Wealth Partners reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $623K and leaving 20,342 shares worth $21.7M. The position accounts for 1.07% of the portfolio, ranked #17.

Principle Wealth Partners first reported a position in CAT in Q2 2020 and has held it in 24 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Principle Wealth Partners held 20,342 shares of Caterpillar worth $21.7M as of Q2 2026.
  • Principle Wealth Partners sold 709 Caterpillar shares in Q2 2026, an estimated $623K.
  • Caterpillar made up 1.07% of Principle Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Principle Wealth Partners first reported a position in Caterpillar in Q2 2020 and has held it in 24 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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