Q1WB
CAT icon

Quest 10 Wealth Builders’s Caterpillar CAT Stock Holding History

Quest 10 Wealth Builders’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 		$159K Hold
149
– – 0.12% 114
2026
Q1 		$106K Hold
149
– – 0.09% 133
2025
Q4 		$85.4K Sell
149
-9
-6% -$5K 0.08% 142
2025
Q3 		$75.4K Buy
158
+9
+6% +$3.84K 0.07% 145
2025
Q2 		$57.9K Hold
149
– – 0.06% 168
2025
Q1 		$49.2K Sell
149
-32
-18% -$11.4K 0.05% 172
2024
Q4 		$65.7K Buy
+181
New +$70.2K 0.07% 155

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

Quest 10 Wealth Builders's CAT Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Caterpillar (CAT) position steady in Q2 2026 at 149 shares worth $159K. The position accounts for 0.12% of the portfolio, ranked #114.

Quest 10 Wealth Builders first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quest 10 Wealth Builders held 149 shares of Caterpillar worth $159K as of Q2 2026.
  • Quest 10 Wealth Builders left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.12% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #114 holding.
  • Quest 10 Wealth Builders first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.