RWA
CAT icon

Reicon Wealth Advisors’s Caterpillar CAT Stock Holding History

Reicon Wealth Advisors’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 		$245K Sell
230
-370
-62% -$325K 0.15% 47
2026
Q1 		$425K Buy
+600
New +$416K 0.32% 19

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

Reicon Wealth Advisors's CAT Position: Q2 2026 in Review

Reicon Wealth Advisors reduced its Caterpillar (CAT) stake by 62% in Q2 2026, selling an estimated $325K and leaving 230 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #47.

Reicon Wealth Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $425K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Reicon Wealth Advisors held 230 shares of Caterpillar worth $245K as of Q2 2026.
  • Reicon Wealth Advisors sold 370 Caterpillar shares in Q2 2026, an estimated $325K.
  • Caterpillar made up 0.15% of Reicon Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Reicon Wealth Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • Reicon Wealth Advisors's Caterpillar position peaked at $425K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.