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Private Wealth Partners’s Caterpillar CAT Stock Holding History

Private 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 		$1.07M Sell
1,007
-20
-2% -$17.6K 0.08% 99
2026
Q1 		$728K Hold
1,027
– – 0.06% 113
2025
Q4 		$588K Hold
1,027
– – 0.04% 120
2025
Q3 		$490K Hold
1,027
– – 0.03% 127
2025
Q2 		$399K Sell
1,027
-100
-9% -$33.3K 0.03% 134
2025
Q1 		$372K Buy
1,127
+27
+2% +$9.62K 0.03% 131
2024
Q4 		$399K Buy
1,100
+100
+10% +$38.8K 0.03% 138
2024
Q3 		$391K Hold
1,000
– – 0.03% 139
2024
Q2 		$333K Hold
1,000
– – 0.02% 135
2024
Q1 		$366K Buy
1,000
+100
+11% +$32K 0.03% 122
2023
Q4 		$266K Hold
900
– – 0.02% 142
2023
Q3 		$246K Hold
900
– – 0.02% 136
2023
Q2 		$221K Hold
900
– – 0.02% 150
2023
Q1 		$206K Buy
+900
New +$218K 0.02% 149
2015
Q4 		– Sell
-16,976
Closed -$1.11M – 130
2015
Q3 		$1.11M Buy
16,976
+170
+1% +$13K 0.28% 67
2015
Q2 		$1.43M Hold
16,806
– – 0.32% 65
2015
Q1 		$1.34M Hold
16,806
– – 0.31% 71
2014
Q4 		$1.54M Buy
16,806
+266
+2% +$25.9K 0.36% 68
2014
Q3 		$1.64M Hold
16,540
– – 0.36% 70
2014
Q2 		$1.8M Sell
16,540
-3,510
-18% -$368K 0.39% 66
2014
Q1 		$1.99M Sell
20,050
-820
-4% -$77.3K 0.47% 57
2013
Q4 		$1.9M Sell
20,870
-5
-0% -$427 0.42% 65
2013
Q3 		$1.74M Sell
20,875
-30,075
-59% -$2.54M 0.41% 63
2013
Q2 		$4.2M Buy
+50,950
New +$4.33M 1.05% 26

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Private Wealth Partners reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $17.6K and leaving 1,007 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #99.

Private Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.2M in Q2 2013. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Private Wealth Partners held 1,007 shares of Caterpillar worth $1.07M as of Q2 2026.
  • Private Wealth Partners sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.08% of Private Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Private Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 24 quarters since.
  • Private Wealth Partners's Caterpillar position peaked at $4.2M in Q2 2013.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.