QWM
CAT icon

Quaker Wealth Management’s Caterpillar CAT Stock Holding History

Quaker 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 		$385K Buy
362
+1
+0.3% +$878 0.11% 44
2026
Q1 		$256K Sell
361
-10
-3% -$6.93K 0.08% 57
2025
Q4 		$213K Buy
371
+17
+5% +$9.45K 0.07% 62
2025
Q3 		$169K Hold
354
– – 0.05% 74
2025
Q2 		$137K Buy
+354
New +$118K 0.05% 87
2024
Q3 		$216K Buy
+553
New +$191K 0.08% 57

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

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

Quaker Wealth Management increased its Caterpillar (CAT) stake by 0.28% in Q2 2026, buying an estimated $878 and bringing the position to 362 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #44.

Quaker Wealth Management first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quaker Wealth Management held 362 shares of Caterpillar worth $385K as of Q2 2026.
  • Quaker Wealth Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.11% of Quaker Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Quaker Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.