Pursue Wealth Partners’s Caterpillar CAT Stock Holding History

Pursue 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	$1.7M	Hold	1,600	–	–	0.95%	35
2026 Q1	$1.13M	Hold	1,600	–	–	0.68%	42
2025 Q4	$917K	Hold	1,600	–	–	0.45%	48
2025 Q3	$763K	Hold	1,600	–	–	0.42%	54
2025 Q2	$621K	Hold	1,600	–	–	0.35%	57
2025 Q1	$528K	Hold	1,600	–	–	0.32%	59
2024 Q4	$580K	Hold	1,600	–	–	0.33%	60
2024 Q3	$626K	Hold	1,600	–	–	0.34%	54
2024 Q2	$533K	Hold	1,600	–	–	0.29%	57
2024 Q1	$586K	Hold	1,600	–	–	0.35%	55
2023 Q4	$473K	Hold	1,600	–	–	0.31%	59
2023 Q3	$437K	Hold	1,600	–	–	0.31%	60
2023 Q2	$394K	Hold	1,600	–	–	0.25%	70
2023 Q1	$366K	Hold	1,600	–	–	0.25%	71
2022 Q4	$383K	Hold	1,600	–	–	0.3%	71
2022 Q3	$263K	Hold	1,600	–	–	0.19%	85
2022 Q2	$286K	Hold	1,600	–	–	0.18%	87
2022 Q1	$345K	Hold	1,600	–	–	0.14%	104
2021 Q4	$331K	Buy	+1,600	New	+$322K	0.13%	105

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

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

Pursue Wealth Partners held its Caterpillar (CAT) position steady in Q2 2026 at 1,600 shares worth $1.7M. The position accounts for 0.95% of the portfolio, ranked #35.

Pursue Wealth Partners first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pursue Wealth Partners held 1,600 shares of Caterpillar worth $1.7M as of Q2 2026.
Pursue Wealth Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.95% of Pursue Wealth Partners's portfolio in Q2 2026, its #35 holding.
Pursue Wealth Partners first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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