QWM
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Quadcap Wealth Management’s Caterpillar CAT Stock Holding History

Quadcap Wealth Management’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 		$1.44M Buy
1,353
+82
+6% +$72K 0.14% 130
2026
Q1 		$900K Sell
1,271
-71
-5% -$49.2K 0.1% 170
2025
Q4 		$769K Buy
1,342
+206
+18% +$114K 0.09% 187
2025
Q3 		$542K Buy
1,136
+2
+0.2% +$854 0.06% 253
2025
Q2 		$440K Hold
1,134
– – 0.06% 274
2025
Q1 		$374K Sell
1,134
-129
-10% -$46K 0.05% 278
2024
Q4 		$458K Sell
1,263
-1,320
-51% -$512K 0.07% 250
2024
Q3 		$1.01M Buy
2,583
+8
+0.3% +$2.76K 0.16% 139
2024
Q2 		$858K Sell
2,575
-77
-3% -$26.7K 0.15% 138
2024
Q1 		$972K Sell
2,652
-200
-7% -$63.9K 0.22% 103
2023
Q4 		$843K Buy
+2,852
New +$740K 0.22% 125

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

Quadcap Wealth Management's CAT Position: Q2 2026 in Review

Quadcap Wealth Management increased its Caterpillar (CAT) stake by 6.5% in Q2 2026, buying an estimated $72K and bringing the position to 1,353 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #130.

Quadcap Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quadcap Wealth Management held 1,353 shares of Caterpillar worth $1.44M as of Q2 2026.
  • Quadcap Wealth Management bought 82 Caterpillar shares in Q2 2026, an estimated $72K.
  • Caterpillar made up 0.14% of Quadcap Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Quadcap Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.