QFW
CAT icon

QTR Family Wealth’s Caterpillar CAT Stock Holding History

QTR Family Wealth’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 		$1.23M Buy
1,157
+38
+3% +$33.4K 0.43% 50
2026
Q1 		$889K Buy
1,119
+11
+1% +$7.62K 0.37% 58
2025
Q4 		$823K Buy
1,108
+111
+11% +$61.7K 0.36% 57
2025
Q3 		$476K Buy
997
+148
+17% +$63.2K 0.23% 95
2025
Q2 		$329K Buy
849
+31
+4% +$10.3K 0.2% 107
2025
Q1 		$270K Buy
+818
New +$291K 0.2% 122

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

QTR Family Wealth's CAT Position: Q2 2026 in Review

QTR Family Wealth increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 1,157 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #50.

QTR Family Wealth first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • QTR Family Wealth held 1,157 shares of Caterpillar worth $1.23M as of Q2 2026.
  • QTR Family Wealth bought 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.43% of QTR Family Wealth's portfolio in Q2 2026, its #50 holding.
  • QTR Family Wealth first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.