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Resolute Wealth Strategies’s Caterpillar CAT Stock Holding History

Resolute Wealth Strategies’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 		$13.1M Sell
12,273
-499
-4% -$438K 5.06% 3
2026
Q1 		$9.05M Sell
12,772
-51
-0.4% -$35.3K 3.9% 7
2025
Q4 		$7.35M Sell
12,823
-519
-4% -$288K 3.22% 8
2025
Q3 		$6.37M Sell
13,342
-157
-1% -$67K 2.91% 8
2025
Q2 		$5.24M Sell
13,499
-37
-0.3% -$12.3K 2.81% 8
2025
Q1 		$4.46M Buy
13,536
+22
+0.2% +$7.84K 2.49% 9
2024
Q4 		$4.9M Sell
13,514
-48
-0.4% -$18.6K 2.52% 9
2024
Q3 		$5.3M Sell
13,562
-1,335
-9% -$461K 2.76% 10
2024
Q2 		$4.96M Sell
14,897
-478
-3% -$166K 2.86% 8
2024
Q1 		$5.63M Sell
15,375
-586
-4% -$187K 3.41% 7
2023
Q4 		$4.72M Sell
15,961
-591
-4% -$153K 3.2% 7
2023
Q3 		$4.52M Sell
16,552
-95
-0.6% -$25.8K 3.38% 7
2023
Q2 		$4.1M Sell
16,647
-160
-1% -$35.7K 3.18% 6
2023
Q1 		$3.85M Buy
+16,807
New +$4.06M 3.27% 6

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

Resolute Wealth Strategies's CAT Position: Q2 2026 in Review

Resolute Wealth Strategies reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $438K and leaving 12,273 shares worth $13.1M. The position accounts for 5.06% of the portfolio, ranked #3.

Resolute Wealth Strategies first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Resolute Wealth Strategies held 12,273 shares of Caterpillar worth $13.1M as of Q2 2026.
  • Resolute Wealth Strategies sold 499 Caterpillar shares in Q2 2026, an estimated $438K.
  • Caterpillar made up 5.06% of Resolute Wealth Strategies's portfolio in Q2 2026, its #3 holding.
  • Resolute Wealth Strategies first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.