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Retirement Wealth Solutions’s Caterpillar CAT Stock Holding History

Retirement Wealth Solutions’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 		$94.4K Sell
89
-6
-6% -$5.27K 0.05% 79
2026
Q1 		$67K Sell
95
-2
-2% -$1.39K 0.04% 83
2025
Q4 		$55.3K Hold
97
– – 0.04% 95
2025
Q3 		$46.1K Hold
97
– – 0.03% 101
2025
Q2 		$37.5K Buy
97
+1
+1% +$333 0.03% 107
2025
Q1 		$31.8K Hold
96
– – 0.03% 102
2024
Q4 		$33.8K Buy
+96
New +$37.2K 0.03% 108

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

Retirement Wealth Solutions's CAT Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Caterpillar (CAT) stake by 6.3% in Q2 2026, selling an estimated $5.27K and leaving 89 shares worth $94.4K. The position accounts for 0.05% of the portfolio, ranked #79.

Retirement Wealth Solutions 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.

  • Retirement Wealth Solutions held 89 shares of Caterpillar worth $94.4K as of Q2 2026.
  • Retirement Wealth Solutions sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #79 holding.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.